The Organization tab in Settings lets you manage company details, client communication preferences, hardware and managed services, case templates, and financial data collection for your organization.

Click Settings in the left sidebar.

Select the Organization tab at the top of the page.

This section controls how Hearsay communicates with you and your clients when support issues arise.

Choose one of three options: receive copies of all client communications, let Hearsay handle issues directly with custodians, or prevent Hearsay from contacting your clients at all. The setting saves automatically.

See How do I set client communication preferences? for details.

This section controls whether clients can add white-glove managed service and order hardware for their collections.

Choose whether to allow managed service without approval, select a billing method, enable hardware ordering, and set a maximum budget. Click Save to apply changes.

See How do I set hardware and managed services preferences? for details.

This section lets you manage the case templates available when creating new cases.

Click + Add Case Template to create a new template, or restore a hidden template from this panel. Templates pre-configure the case creation workflow with default data sources, sharing modes, and other settings.

This section shows whether bank account data collection is enabled for your organization via Plaid.

When Plaid is enabled, a green Plaid enabled badge appears. Bank Records can then be included as a data source when creating collection requests.

See How do I enable financial data collection (Plaid)? for details.