General

Set your organization's name, currency, and other core details

Overview

This guide explains how to customize your organization's settings in Agentnoon, including renaming your instance, setting a default currency, updating branding, and customizing org chart colors.

Renaming Your Organization

1. Navigate to the Settings panel.

2. Enter a new name for your organization.

3. This updates the instance name across the platform.

Setting Default Currency

1. Select your default currency.

2. All numbers will be converted using publicly available exchange rates.

3. You can still import data in multiple currencies, but reports will display rolled-up values in the selected default currency.

Setting Default Views

1. Select a board or scenario with pre-configured views.

2. Add the users you want to assign a default view to.

3. The selected view will automatically load as their default when they open the board

Setting Org Level Approval Configuration

1. Select the Level 1 and Level 2 approvers for your scenarios' approval workflow.

2. These approvers will be responsible for reviewing and approving changes within the scenario.

3. Only admins have permission to configure org level approvers.

Customizing Branding

1. Upload your logo to replace the Agentnoon default logo.

2. Set your brand color to personalize your instance, charts, and interface. Go to Settings, then to the Colors tab, and find the Hub Chart Colors section to set your brand's color combinations. Color 1 is used to set the primary color.

3. Enter a hex or color code to precisely define your brand’s color.

Setting Org Chart Roots

1. Select one or more employees to act as root nodes for your org chart.

2. Ideal for visualizing disconnected teams, business units, or parallel structures.

3. Your selected roots will define the default starting point in your main org chart.

Setting Fiscal Start Month

Define the month your fiscal year begins to ensure all headcount, cost, and planning reports align with your organization’s financial calendar. This helps keep scenario budgets and workforce cost projections consistent with how finance tracks spend.

These settings help tailor the platform to your organization’s identity while ensuring consistency in data presentation.