You will need the Full Account permission to edit an organization. If your account has more than one organization and you have a campus or organization limit, you can edit only the organizations within your reach. People with only Limited Account see a read-only view.
Each organization has its own name, contact details, logo and time zone. You edit them in the organization's edit window. Your default organization is special: some of what you save there is also written to your account.
Edit an organization
Go to Settings & Tools (Cog icon in the tool-bar) > Your Organization > Account Settings and open the Organizations tab.
Choose Edit on the organization's row.
Update the details in the General, Contact and Branding sections.
Save.
Note: Optional fields you leave blank are cleared when you save.
What an organization holds
Name - required, up to 200 characters.
EIN
Phone, email and website
Address - street, city, state, postal code and country.
Logo - with more than one organization, it also appears on email wrappers and invoices, and on giving statements when no statement logo is set.
Time zone - leave it blank to use the account's time zone (see below).
An organization also carries its default and archived markers and its public site settings, which are managed elsewhere.
Saving the default organization updates your account
Warning: Saving the default organization writes its name, EIN, phone and address to your account. If you leave one of those blank, it is cleared on the account too. A blank email or website keeps the account's value, and the logo never writes through. Saving any other organization changes nothing on the account.
Some settings stay on the account rather than on any organization: the account time zone, primary color, login logo, icon, favicon and primary contact. You edit those on the Settings tab with Limited Account. With more than one organization, they are read-only for anyone with a campus or organization limit.
Who can edit
Editing an organization needs Full Account.
With more than one organization, a person with a campus or organization limit edits only the organizations within their reach. With one organization, a campus-limited Full Account holder can still edit it.
People with only Limited Account see the organization read-only. Without Full Account, the Billing and Invoices tabs do not appear.
Anything specific to one organization needs reach into it: editing it, assigning a sending domain, assigning seats and adding a campus to it.
The time zone field
The Time zone field appears when your account has more than one campus or more than one organization. When you change it:
A preview lists the rows that will be affected, including those at inactive campuses that inherit the organization's zone and bookings at its venues.
You choose Keep the times as entered or Keep the exact moments.
If nothing is affected, it saves with no prompt. If the move fails, the time zone goes back to what it was and the save shows an error. How do time zones work across campuses and organizations? explains both choices with an example.
What each organization sets for itself
These settings also belong to each organization, but they live in other parts of One Church Software:
Books, fiscal year and accounting method - see How do books work with more than one organization? and What is the difference between cash and accrual accounting?
Giving setup and merchant accounts - see How do I set up One Church Giving?
Statement details - statement logo, message and footer. See How do I generate giving statements for multiple people?
Texting number - see How does texting work with more than one organization?
Public site and branded path - see How do public sites work with more than one organization?
Directory rules and privacy defaults - see How do I manage the church directory settings?
Add-on seats - see How do add-on seats work?
Storage limit - see How does media storage work across organizations?
Change which organization is the default
Every account has exactly one default organization. It is the organization your account's identity comes from, and the one used when a record or payment has no organization of its own.
To change it, choose Make Default on the organization's row in the Organizations tab. The change needs:
Full Account, with no campus limit, organization limit or campus override.
An active organization as the new default.
A One Church Giving merchant account on the new default, if the current default has an onboarded one. Otherwise you see: Payments with no merchant account of their own go through the default organization's. While the current default has an onboarded merchant account, an organization without one cannot become the default.
When the default changes, no campus moves, and your account takes its identity from the new default, replacing what was there.