General settings
The General tab describes the organisation itself. Nothing on it changes what a case or a report says.
Open Settings, then General. Every setting on this tab describes the organisation itself: what it is called, what it is coded as, and what it looks like. None of them changes a case or a report.
The settings that do are on two other tabs. Regulatory reporting holds the entity and currency a report is filed under. Cases holds where a new case lands and the priorities it is triaged by.
| Setting | What it does |
|---|---|
| Organisation Name | Names the organisation in the sidebar, the switcher and the monogram. A report falls back to this name when Reporting entity is blank, which is usually not the name your regulator holds. |
| Organisation Code | Fixed when the organisation was created. Nobody can change it afterwards, including an owner. |
| Logo | The mark shown beside the organisation name. Cogentic falls back to a monogram of the name when no logo is uploaded. |
| Create a new organisation | Sets up another live or sandbox organisation with you as its owner. The row appears only for accounts allowed to create one. |
Related
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