> ## Documentation Index
> Fetch the complete documentation index at: https://docs.ravenna.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Organization settings

> Configure organization-wide settings including branding, notification policies, integrations, vault credentials, and member management

Organization admins access Settings to configure organization-wide policies, manage integrations, and control member access. These settings affect your entire organization and are only accessible to users with the organization admin role.

## Access organization settings

<Steps>
  <Step title="Navigate to settings">
    Click your organization name in the top left, then select **Settings** from the dropdown menu.
  </Step>

  <Step title="Select a settings section">
    Use the left sidebar to navigate between different settings sections: General, Portal, Notification Policies, Integrations, SSO, Email, Vault, Applications, Workspaces, and Members.
  </Step>
</Steps>

<Info>
  Organization settings require the organization admin role. <Tooltip headline="Organization members" tip="Standard users in your organization" cta="Learn about member roles" href="/documentation/platform/roles-access">Organization members</Tooltip> and guests cannot access these settings.
</Info>

***

## General

Configure your organization's basic information and access controls.

**Organization branding:**

* **Organization name**: Display name shown throughout Ravenna
* **Organization logo**: Custom logo appears in navigation and login screens

**Access controls:**

* **Direct login URL**: Unique URL for your team to access Ravenna directly (e.g., `app.ravenna.ai/login?organization=your-org`)
* **Workspace creation**: Restrict who can create new workspaces (admins only or all organization members)
* **Guest visibility**: Control whether guest members can see and access your organization. When disabled (default), guests cannot see your organization in their workspace switcher or log in. Enable this setting to allow guest users to access your organization and use the <Tooltip headline="Portal" tip="Self-service home where end users submit and track requests" cta="Learn about the Portal" href="/documentation/platform/portal">Portal</Tooltip>.
* **Slack Direct Message Routing**: Automatically route Slack direct messages to the right workspace based on the question. When enabled, the first message a user sends to the Ravenna app in Slack is classified by an AI agent and directed to the workspace whose <Tooltip headline="Agents" tip="AI Agents that answer questions and triage requests in Slack" cta="Learn about Agents" href="/documentation/automate/agents/overview">Agent</Tooltip> is the best fit. When disabled, users pick a workspace manually before chatting. Only workspaces with **Show in DMs** enabled in **Workspace Settings > Slack** are eligible for routing.

<Info>
  Changes to organization name and logo apply immediately across all workspaces.
</Info>

***

## Portal

Brand the <Tooltip headline="Portal" tip="Self-service home where end users submit and track requests" cta="Learn about the Portal" href="/documentation/platform/portal">Portal</Tooltip> that end users and guests see. Changes save automatically as you edit.

**Branding options:**

* **Primary color**: Accent color applied across the Portal
* **Welcome message**: Greeting headline shown on the Portal home (up to 120 characters)
* **Organization logo**: Show your logo in the Portal header
* **Gradient banner**: Show or hide the colored banner behind the greeting
* **Cover image**: Upload a wide header image
* **Suggested questions**: Up to six starting prompts for the Portal chat, each with an icon, color, label, and optional custom agent prompt

Which workspaces appear in the portal is controlled per workspace with the **Portal** toggle in <Tooltip headline="Workspace settings" tip="Configure workspace-specific policies and tools" cta="View workspace settings" href="/documentation/platform/workspaces/settings">workspace settings</Tooltip>.

<Callout icon="link" color="#6B7280">
  Learn more about the [Portal](/documentation/platform/portal), including access, chat, and forms.
</Callout>

***

## Notification policies

Set default notification preferences that apply to all users and new members in your organization. Individual users can override these defaults with their own preferences.

**Policy configuration:**

* **Default Slack notifications**: Enable or disable Slack notifications by event type (assignments, messages, status updates, SLA alerts)
* **Default email notifications**: Enable or disable email notifications by event type (assignments, approvals, messages, status updates, SLA alerts)
* **New user defaults**: These settings automatically apply to new organization members

<Info>
  Slack approval notifications are always delivered and cannot be toggled off. This ensures approvers never miss time-sensitive approval requests. Email approval notifications remain configurable.
</Info>

**User customization:**
Users can customize their own notification preferences in their personal settings. Organization policies serve as the starting point but don't prevent users from adjusting their preferences.

<Callout icon="link" color="#6B7280">
  Learn more about notification events and user preferences in <Tooltip headline="Notifications" tip="Control when and how you receive updates" cta="View notification settings" href="/documentation/platform/notifications">Notifications</Tooltip>.
</Callout>

***

## Integrations

Connect and manage third-party integrations for your organization.

**Browsing integrations:**

* Use the category sidebar to filter integrations by type (Chat, Ticketing, HRIS, Incident Management, and more)
* Each integration tile shows its connection status

**Integration management:**

* View connected integrations and their status
* Configure integration settings and permissions
* Add or remove integration connections

**Connection status badges:**

Each connected integration tile displays a status badge that reflects the most recent health check:

| Badge          | Meaning                                                                                                                                                                        |
| -------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| **Connected**  | The most recent health check succeeded. Credentials are valid and the integration is reachable.                                                                                |
| **Failing**    | The most recent health check failed. Credentials may be expired, revoked, or the external service is unreachable. Reconnect or refresh credentials to restore the integration. |
| **Not Tested** | No health check has been recorded yet. The integration is configured but its connection has not been verified. Open the integration to run a connection test.                  |

<Info>
  Workflows and rules that depend on a **Failing** integration will fail at runtime. Resolve failing integrations before running automations that rely on them.
</Info>

<Callout icon="link" color="#6B7280">
  Learn more about [available integrations](/integrations/overview)
</Callout>

***

## SSO

Configure Single Sign-On authentication for your organization.

* Connect your identity provider (Okta, Azure AD, Google Workspace, SAML, OIDC)
* Manage SSO connections and domain settings
* Enforce SSO-only authentication

<Callout icon="link" color="#6B7280">
  Learn more about [setting up SSO](/integrations/sso/setup)
</Callout>

***

## Email

Manage custom email domains for outbound messages sent from Ravenna. By default, replies and notifications are sent from `mail.ravenna.ai`. Configuring a custom domain lets outbound mail appear to come from a domain you control (for example, `support@yourcompany.com`), which improves brand consistency and deliverability.

**Domain management:**

* Add the domain you want to send from
* Follow the DNS instructions shown in settings to verify ownership and authorize sending
* Once verified, the domain becomes available for channels to use as their outbound sender

<Info>
  Only organization admins can manage custom email domains. DNS records can take time to propagate after you add them.
</Info>

***

## Vault

Store encrypted credentials for use in workflows and integrations. Vault credentials are encrypted at rest and can only be managed by organization admins.

**Credential management:**

* Create credentials with a name and secret value
* Values are encrypted immediately and cannot be viewed after creation
* A hint (first and last characters) helps identify credentials
* Edit credential names or rotate values
* Delete credentials that are no longer needed

<Warning>
  Deleting a credential may break workflows or integrations that reference it. Verify no active workflows use a credential before removing it.
</Warning>

<Callout icon="link" color="#6B7280">
  Learn more about [Vault](/documentation/platform/organizations/vault)
</Callout>

***

## Applications

View and manage your application catalog, including both manually created applications and those synced from integrated identity providers.

**Application types:**

* **Manual applications**: Applications you create and manage directly in Ravenna
* **Synced applications**: Applications automatically imported from <Tooltip headline="Okta" tip="Identity provider integration" cta="Learn about Okta" href="/integrations/okta/overview">Okta</Tooltip>, <Tooltip headline="Google Workspace" tip="Identity provider integration" cta="Learn about Google Workspace" href="/integrations/google-workspace/overview">Google Workspace</Tooltip>, or other supported integrations

**Application management:**

* Define access levels for each application
* Configure approval workflows for access requests
* Set application owners and details
* Map access levels to identity provider groups

<Callout icon="link" color="#6B7280">
  Learn how to set up applications and access levels in <Tooltip headline="Applications" tip="Manage your application catalog" cta="View applications guide" href="/documentation/manage-access/applications">Applications</Tooltip>.
</Callout>

***

## Workspaces

View and manage all workspaces within your organization, including both public and private workspaces.

**Workspace overview:**

* See all workspaces regardless of your membership status
* View workspace privacy settings (public or private)
* Access workspace settings and configuration
* Navigate directly to any workspace

**Workspace management:**
As an organization admin, you can:

* Create new workspaces
* Configure workspace settings
* Manage workspace members and permissions
* Archive or delete workspaces

<Info>
  Organization admins see all workspaces in this view but still need explicit membership to access private workspace content.
</Info>

***

## Members

Manage organization membership, roles, and permissions for all users in your organization.

**Member management:**

* View all organization members (admins, members, guests)
* Invite new members to your organization
* Modify member roles and permissions
* Remove members from the organization
* Access individual member profiles to view workspace memberships

**Member profiles:**
Click any member to view their profile, which includes:

* Organization role and permissions
* Workspace memberships
* Contact information
* Recent activity

<Callout icon="link" color="#6B7280">
  Learn about roles and permissions in <Tooltip headline="Roles and access" tip="How organization roles, workspace roles, and visibility combine" cta="View roles and access" href="/documentation/platform/roles-access">Roles and access</Tooltip>.
</Callout>

***

## Admin audit log

Track administrative actions across your organization with a searchable audit log. The audit log records changes made by admins to agents, integrations, knowledge bases, and forms.

**Viewing audit events:**

* Navigate to **Settings > Admin Audit Log** in your organization settings
* Browse events in the table view with timestamp, event type, actor, and resource columns
* Click any event to expand a detail panel with full context, including before and after values

**Filtering and searching:**

* Search events by keyword
* Filter by event type, actor, resource, or date range
* Group events by actor, event type, resource type, or date for pattern analysis

**Exporting:**

* Export filtered audit events to CSV for compliance reporting or external analysis

<Info>
  The audit log automatically captures actions on agents, integrations, knowledge bases, and forms. No additional configuration is required.
</Info>