- Access Settings: In the main menu, click Settings.
- Edit Organization Details:
- Click the Organization Settings section heading.
- Click the Edit button (pencil icon) on the far right.
- In the pop-up, edit the Organization Name and Fiscal Year Start details on the General Settings tab.
- Manage Branding: Click the Branding & Logo tab to update the Headline, Hero Image URL, Logo URL, or Primary Brand Color.
- Review Limits: Click the Limits & Tier tab to view your current subscription usage limits for items like Strategic Goals and Programs.
- Manage Fiscal Years:
- Scroll down and click the Fiscal Years section.
- Click + Add Fiscal Year to add a new year, specify the calendar year ending, and click Save.
- Save Changes: Click Save Settings to confirm all changes in the pop-up.