General

Set your organization's name, currency, branding, and colours

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.

Customizing Branding

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

2. Set your brand color to personalize your instance, charts, and interface.

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

Customizing Org Chart Colors

1. Assign custom colors for specific fields (e.g., Finance, Data Science).

2. By default, unique colors are automatically set.

3. Customize colors as needed for clear visualization.

4. Changes auto-save, so no manual saving is required.

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