The Organization tab in Settings holds the preferences that apply to your whole firm. This article shows where it is and what each section controls.

Click Settings in the left sidebar.

Select Organization. The tab also shows your Company Name.

Controls whether Hearsay copies you on client support, handles issues with custodians directly, or does not contact your clients at all. The choice saves automatically. See How do I set client communication preferences?.

Controls whether clients can add white-glove managed service or order hardware without your approval, who is charged, and a budget cap. Click Save after changing it. See How do I set hardware and managed services preferences on the Organization tab?.

Templates pre-fill a new case with default data sources, sharing mode, and settings. Click + Add Case Template to create one, or restore a hidden template from here.

Shows whether bank record collection is enabled for your organization; once it is, Bank Records can be included in collection requests. Plaid is turned on from the Integrations page; see How do I enable financial data collection (Plaid) on the Integrations page?.