This article explains how to find your organization settings and gives an overview of each section on the Organization tab.
Find Organization Settings
Step 1: Open Settings
Click Settings in the left panel.
Step 2: Select Organization
From the top of the Settings page, click the Organization tab.
Client Communication & Support Preferences
Choose how Hearsay communicates with you and your clients when support issues arise.
See How to set client communication & support preferences for details.
Hardware and Managed Services
Control whether clients can add white-glove managed service and order hardware for their collections.
See How to set hardware and managed services preferences for details.
Case Types
Manage the case type templates available when creating new cases.
Financial Data (Plaid)
Enable bank account data collection for your cases via Plaid.
See How to enable financial data collection (Plaid) for details.
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