Organization Settings
Configure your organization's profile, branding, data formats, security, and notification preferences.
Setting your Organization Profile
This section lets you input comprehensive business details and adjust platform configurations, such as monitoring staff access to Unificus.
To begin, go to Flyout Menu > Organization Settings.
Logo
Upload your Organization Logo here—it appears on documents like Invoices and Estimates outside the portal itself. Use the Select File button to browse for your image, or drag and drop it directly into the designated area.
Basic Info
Enter standard business particulars including company name, website URL, and contact details.
Location Info
Input the physical address where your organization operates.
Data Localization
Data formatting varies by geographic location. Customize your Organization’s Time Zone and adjust how dates, times, numbers, and currency display throughout the platform.
You can also hide the Time Zone option during user registration—ideal for businesses operating in a single region.
Privacy / Convenience Modes
The platform defaults to Privacy Mode, which excludes message content from external email notifications. This safeguards message privacy and supports HIPAA and similar compliance standards.
Alternatively, enable Convenience Mode to include message content in email notifications AND allow recipients to reply directly via email without logging in. Their email responses automatically populate in the corresponding message thread.
This option applies to Secure Messaging, Client Talk & Team Talk.
WARNING: Enabling this setting means HIPAA compliance cannot be guaranteed. Do not activate this if you handle legally-protected sensitive information.
General Settings
Set a Default Country Code for All Phone Number Fields
Select your preferred Country Code from the dropdown to apply it across all phone number fields. If unset, users must specify the Country Code when entering phone numbers.
Integrations Visibility
Hide the Integrations menu from the Flyout Menu for platform users.
Notification Settings
Receive alerts when users log into the Portal. Route notifications to individual staff members, all staff, or to assigned Coordinators (for Clients and Prospects). This applies to newly-added Staff Members.
Timer Widget Settings
Control whether the Timer Widget is available and specify who can access it.
CLICK HERE to learn about Timers
Choose by Role: Select which Role(s) can view the Timer Widget, or pick Select All for all Staff Roles except Office Manager.
Choose Staff Member: Grant access to specific Staff Members.
IMPORTANT: These settings only affect widget visibility, not Timer functionality itself. You must also configure visibility in Custom Menus. Settings here take priority over Custom Menus settings.
CLICK HERE to learn about Custom Menus
Short Link Settings
Choose a Short URL for your Appointment online meeting links.
The default is portalapp.direct, but you can also select cplnk.io or ujump.io.
CLICK HERE to learn about Appointment Generators.
No-Code Automations
Set up Automations to trigger when a Prospect or Client activates their account and enters the Portal (via their Portal Access Invitation Email).
CLICK HERE to learn about Automations.
Enforce Secure Password
Define password security requirements for account creation and updates.
NOTE: Password Security Enforcement is only available with the PLUS Bundle Power-Up
Password Character Limit Settings
Min: Sets the minimum password length.
Max: Sets the maximum password length.
Character Enforcement Options
Uppercase: Requires at least one uppercase letter.
Lowercase: Requires at least one lowercase letter.
Number: Requires at least one digit.
Special Character: Requires at least one special character (examples: !_, @{+).
Check Password History: Prevents users from reusing their current password.
Forbidden Passwords: Block specific words from being used as passwords. Example: Adding “PASSWORD” blocks it alone but allows “PASSWORD123”.
IMPORTANT: Secure Password Enforcement requires the PLUS Bundle Power-Up.
Custom Organization Info
Add extra organizational details here. Any Organization Custom Fields you create appear in this section.
Click HERE to visit Flyout > Custom Fields and create Organization Custom Fields.
Email Template Nuclear Reset
The Nuclear Reset provides one-click restoration of all email templates to current platform defaults.
As organizations customize templates—adjusting text, layouts, or styles—those custom versions don’t automatically receive future platform improvements. Nuclear Reset lets administrators quickly revert all templates to system defaults without manual editing. For companies with many customized templates (10, 50, 100+), this dramatically cuts the time needed to align with the latest platform updates.