Open Settings → General to update organization details and default reminders. Save settings after making changes and verify the saved values.
Before you begin
Update organization details, notification defaults, and service settings. You need the relevant administrator permission. Available controls depend on your role and organization settings.
Step by step
- Open Settings and select General.
- Update organization details, the logo, company contact information, and time zone as needed.
- Review training reminder days, certificate expiry warnings, the support contact email, and notification preferences.
- Select Save settings and confirm that the values persist after reopening the page.
- Use the Settings tabs for Apps, Integrations, Billing, Audit Log, Security, and AI Assistance when your role permits them.
Common questions and troubleshooting
- A channel preference alone does not configure its delivery provider. Review Integrations if email or SMS is unavailable.
- Your organization’s support email is different from the CrewSteps product-support options in the question-mark helper.
Open in CrewSteps Sign-in and appropriate access may be required.
Still stuck?
Ask your administrator about company requirements. For product help, see your support options. Include the page and error message, with personal details removed.