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Settings is where you define what your workspace is and what it does: your legal and contact identity, which features members can see, how the app is worded and laid out, and who gets programmatic access. This page is the map. Open it from the cog icon in the top bar (desktop only), or from your avatar menu, Organisation Settings. Settings area with the Organization, Modules, Customization and Developers sidebar next to a module configuration page
The cog icon, the menu entry and nearly every page inside need the Orgo administrator flag on your account. Having the organization admin permission is not enough for those. A few pages are open on the permission alone: Usage & Billing, API Tokens and OAuth Apps (organization admins), Merge Records (organization HR managers), and the Website builder (organization admins and organization-wide communication managers, although only admins see its link in this sidebar). See Permissions for the difference between the flag and the permission.

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Organization

Who you are.

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Modules

What members can see and do. Each entry is a feature area with its own configuration page and its own on/off switch, and turning one off hides it across the app. Users & Profiles, Contacts, Events, Discussions, Groups & Teams, Files & eDocuments, Emails & Notifications, Professions, Payments & Fees, Gamification & Courses, Helpdesk, Projects, Voting, Identity Validation, Companies, Form Builder, and All Modules for the full switchboard. Files & eDocuments only appears in this list once the Drive module is active. See Modules for what each one turns on and the settings inside it.

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Customization

How the app looks, reads and is filled with data. Demo workspaces get two extra entries here, Demo Data and AI Provisioning, for seeding a workspace with sample content.

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Developers

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Finding a setting

There are several hundred individual toggles. Rather than hunt through the menu, use the Search settings… box at the top of the settings sidebar, or press Cmd + K (Ctrl + K on Windows and Linux) while you are anywhere inside Settings. It searches page names and individual setting labels and jumps straight to the one you pick.

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Setting up a new workspace

1

Organisation info

Name, country, timezone, default language and office email first. Everything else reads from these, and Name and Office Email are required before the form will save.
2

Branding

Upload your logos and login background so the app looks like yours before anyone signs in.
3

Modules

Turn on what you use and leave the rest off. A module that is off does not appear in the sidebar, and its settings and email templates stay out of the way.
4

Forms

Configure what you collect at registration and on member profiles, under Users & Profiles.
5

Financial details

If you will take money, finish the currency, legal name, VAT and IBAN fields on Organisation info before issuing the first invoice. Documents keep the values they were generated with.
6

Customization

Rename vocabulary, reorder the menu and set the dashboard once the shape of the workspace is settled.

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Troubleshooting

It renders for Orgo administrators only, and only on desktop. A member who holds the organization admin permission without the Orgo administrator flag does not get it, and neither do chapter admins, HR and finance managers or regular members. On a phone, use the avatar menu, which has the same condition.
Some entries are conditional: Files & eDocuments appears only when the Drive module is active, eDocuments templates only when eDocuments is on, Terminology only when Orgo has switched it on for your workspace, Website only when the website module is on, and API Tokens and OAuth Apps only when the API module is on. Turn the module on under All Modules and the entry appears.
Cmd + K is only bound inside the settings area. Open any settings page first, then press it.