Organization settings

Who can use this: Org admins only.

Organization settings are the foundational configuration for your Performance Blocks workspace. Most of these you set once during onboarding and rarely revisit. A few — branding, the company code, default language — come up periodically. This article covers each setting, what it controls, and what changes when you update it.

You can find these settings under Admin → Settings → Organization unless otherwise noted.

Organization name

Your organization name appears in:

• The header of every email Performance Blocks sends on your behalf.
• The browser tab title.
• The login screen for SSO-initiated sign-ins.
• Invitation emails.

To change it:

1. Open Settings → Organization.
2. Edit Organization name.
3. Save.

The change propagates immediately. Existing emails already in transit are unaffected.

If your legal name differs from your trading name, use the trading name here. The legal name belongs in Settings → Billing for invoicing.

Primary administrator

The primary administrator is the org admin who acts as the canonical contact for the organization. They:

• Receive billing reminders and invoice receipts (in addition to the billing owner if different).
• Are listed as the primary contact for support escalations.
• Receive critical security alerts (e.g. suspicious sign-in patterns).
• Are the default escalation point for content flag review.

The primary administrator is always one specific person, not a role or a group alias. There is exactly one at any time.

To change:

1. Open Settings → Organization.
2. Click Change primary administrator.
3. Pick from the list of users with the org_admin role.
4. Confirm.

The change is logged in the audit log. The new primary administrator is notified by email.

Timezone

The organization timezone affects:

• The clock used for "due today" badges on observations, conversations, summaries.
• The cutoff for daily and weekly digest emails.
• The reporting period boundaries (e.g. "this week" in dashboards).
• Default review cycle dates (you can override per cycle).

Individual users can pick their own display timezone in their personal profile, but org-wide reporting uses the org timezone.

Pick a single timezone that represents the bulk of your team. For globally distributed orgs, headquarters or "where People sits" is a sensible default.

Default language

The default language is the locale that:

• New employees see when they first sign in (until they change their personal preference).
• Outbound emails are sent in when the recipient has not set a personal language.
• The login and invitation screens render in.

Performance Blocks supports the languages listed in Settings → Organization → Default language. The list grows over time; check the dropdown for the current set.

Individual users can override their personal language in their profile. The org default is only the starting point.

Company code

The company code is a short alphanumeric string (typically 6–10 characters) that uniquely identifies your organization within Performance Blocks. It appears in:

• Invitation emails ("Use code ACME2026").
• The first-time sign-in screen, if a new employee comes through a non-invitation path.
• The Slack and Teams app installation flow, where the user is asked which workspace to join.

You set the company code once, and we strongly recommend not changing it. Changes invalidate any pending invitations and break any in-flight integration installations that have already started.

If you do need to change it (for example, your company was acquired and rebranded):

1. Open Settings → Organization.
2. Click Change company code.
3. Enter the new code (must be unique across all Performance Blocks orgs).
4. Confirm.

After a change, send fresh invitations to any pending users.

Branding

Branding settings live in Settings → Branding. They control how Performance Blocks looks for your users.

Logo

Upload a square PNG or SVG, ideally 256x256 pixels or larger. The logo appears:

• In the top-left of the app for signed-in users.
• In the header of every email Performance Blocks sends.
• On the login screen for SSO-initiated sign-ins.

For best results in dark mode, supply a logo that works on both light and dark backgrounds. If your logo is white-on-color, also upload a dark-mode variant in the Dark mode logo field.

Accent color

The accent color is a single hex value that overrides the default brand color in:

• Email button backgrounds.
• The login screen.
• A subset of in-app surfaces.

The accent color does not override the full UI palette — only specific brand-forward elements. This is intentional; replacing the whole palette would harm legibility.

Pick a color with enough contrast against white text (4.5:1 minimum). The settings page shows a preview.

Custom domain notes

Performance Blocks does not currently offer custom domains for the main app — your team will sign in at the standard Performance Blocks URL. However:

• Email "from" address can be set to a custom subdomain if you complete DNS verification (see Email and notifications).
• SSO assertions land on a tenant-specific URL that includes your company code.

If a custom domain for the app itself is on your roadmap, contact support — it's available case-by-case for enterprise customers.

Defaults that propagate

Several other settings act as organization-wide defaults. Change them sparingly — they cascade.

Default attribute set

When attributes is enabled, you can mark a subset of your attribute library as the default set. New employees and new managers see this set first when filing observations. It does not restrict — anyone can still pick from the full library — but it nudges consistency.

Set this in Settings → Attributes. See Building the attributes library.

Default observation types

Observations come in two flavors: Strength and Opportunity. Both are always available. The default observation type is what's pre-selected when a user opens the new-observation form.

For most orgs, Strength is the right default — it nudges positive feedback without preventing constructive feedback.

Default review cycle template

If you run review cycles on a regular cadence, you can save a cycle as a template. New cycles started from the template inherit:

• Required artifacts (summary, 360, objectives close-out).
• Notification cadence.
• Default scope (e.g. "all active employees").

You can override anything per cycle. Template defaults are starting points.

Changing the org owner

The org owner is distinct from the primary administrator. The org owner:

• Owns the contractual relationship with Performance Blocks.
• Has the only seat that cannot be removed by another admin.
• Receives the final billing notices if a card fails to charge.

By default, the org owner is the user who created the workspace. To transfer ownership:

1. Open Settings → Organization → Ownership.
2. Click Transfer ownership.
3. Select an existing org admin.
4. The recipient receives an email with a confirmation link.
5. They must accept within 72 hours.

Once accepted, the original owner becomes a regular org admin (still able to do everything else, just no longer the contractual owner). The transfer is logged in the audit log.

If the org owner has left the company and the email is no longer accessible, contact support — we can verify ownership through the billing relationship and reassign.

Settings change history

All organization settings changes are recorded in the audit log under the action type settings.organization.update. The log captures:

• Who made the change.
• The before and after values (with sensitive fields like API keys masked).
• The timestamp.

Use this to reconstruct what changed if something starts behaving unexpectedly. See Audit logs.

Frequently asked

Can I have two organizations under one account? Yes. A single user account can be a member of multiple Performance Blocks organizations. Each org has its own settings, employees, and billing. Switch between them in the top-right account menu.

Does changing the timezone affect historical data? No — historical timestamps are stored in UTC and rendered relative to whatever timezone is active when you view them. Changing the org timezone only affects future "today / this week" boundaries.

What happens to my logo in the email if the file is missing? The email falls back to the default Performance Blocks branding. Re-upload to restore.

Can I have multiple primary administrators? No — exactly one at any time. Other admins still hold the same in-app permissions; the primary admin is just the canonical contact.

Next steps

• Departments and the org chart — set up your org structure.
• Building the attributes library — configure the org-wide competency tags.
• Billing and subscription — manage your plan and payment.