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Organization SettingsVideo + step screenshots

Organization Settings: complete walkthrough

Manage the organization-level controls that affect worker communication, privacy, modules, forms, shifts, exports and automation.

10 minutes5 stepsCore

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Captioned walkthrough using the real TASC screen

20 sec · no sign-in required

Do the task

Follow these steps in order

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  1. Review organization identity and privacy

    Confirm company identity, retention and individual-status visibility before changing downstream workflows.

    Organization Settings step 1: Review organization identity and privacy.Step 1: Review organization identity and privacy

  2. Review communication controls

    Check worker announcements, feed permissions, moderation and wellbeing support configuration.

    Organization Settings step 2: Review communication controls.Step 2: Review communication controls

  3. Review modules and forms

    Confirm active modules and open the Form Builder for governed template changes.

    Organization Settings step 3: Review modules and forms.Step 3: Review modules and forms

  4. Review shifts, exports and reports

    Maintain shift structure, scheduled reports and quick exports using approved recipients and scope.

    Organization Settings step 4: Review shifts, exports and reports.Step 4: Review shifts, exports and reports

  5. Save and regression-test

    Record the reason for material changes and retest every affected user, form, QR and report path.

    Organization Settings step 5: Save and regression-test.Step 5: Save and regression-test

Check that it worked

  • Identity and retention are approved
  • Communication permissions match policy
  • Modules and forms match the operating plan
  • Affected workflows pass regression tests

If something goes wrong

A settings change breaks an established flow.

Restore the approved configuration if safe, record the change and rerun the affected acceptance cases.

Before you begin and supporting details

Before you begin

  • Organization-administrator or authorized supervisor access
  • The correct organization and site context
  • A synthetic test case before changing live operational information

Find it in TASC

Employer PortalSettings