Organization Settings is the administrator area for your whole BEHCA organization (shared templates, company branding, security settings, and org-level billing). It is separate from Account Settings, which applies only to your login and personal preferences.
Who can access it
Managers and Billing users. Open the gear icon in the top bar, then choose Organization Settings. You land on Tracking Templates at /organization/tracking-templates.
When you are already in Manage Team, Manage Profiles, or Manage Groups, you can also open Organization Settings from the secondary navigation strip under the header.
Supervisors and Staff do not see Organization Settings — contact a Manager if you need a change here.
The top toggles
Across the top of the page:
Tracking Templates
Organization-wide defaults for behaviors, environments, and related tracking setup (scoped to the company).
IR Templates
Shared Incident Report templates for profiles in your organization.
General Settings
- Organization Details — Organization Name and Logo upload. Logo must be 244×104 px, .jpg or .png. Use the Upload button to replace it.
- Session Timeout — Browser Inactivity timeout. How long a user can be inactive in the browser before they are logged out. This applies to all team members. The mobile app keeps users signed in for up to 7 days before requiring login again.
- Multi-Factor Authentication (MFA) — Require MFA for all users. When enabled, everyone in the organization must set up an authenticator app on their next login (QR code + verification code).
URL: /organization/settings.
Organization fields and toggles typically save through the normal controls on the page (follow any on-screen confirmation).
EVV and service codes are not on this page. Open Service Codes under Scheduling or EVV (depending on what your organization has enabled) to:
- Add and edit medical, service, and mileage codes
- Set the Organization Provider ID
- When EVV is on your plan: enable or disable EVV, and choose whether overnight visits are split on CSV export
See Configuring service codes for Scheduling.
Team Contacts
Tells your team who to go to for common requests. Each entry pairs a topic with a team member — "Shift corrections" with your scheduler, for example — plus an optional note such as "Same-day changes only".
- Select Add contact, enter the Topic, search your team for the Contact, and add a Note if it helps.
- Drag the handles to set the order your team sees.
- Edit or Remove an entry at any time.
- If someone leaves the organization, their entry is marked No longer in this organization. Point it at someone else or remove it.
The list shows on the Team Messaging page and in the mobile app, where people can start a direct message straight from an entry. That's also why this toggle only appears on plans that include messaging.
URL: /organization/contacts.
Billing Details
Shown to Billing users. Managers without that role may see Free (as an invited user) instead of invoices and Manage subscription. This is organization-level subscription management.
URL: /organization/billing.
Bulk profile import
Importing many profiles at once is under Manage Profiles (gear menu → Manage Profiles → Import), not Organization Settings. See Creating a profile.
Settings that need a second step elsewhere
Two of these only do half the job on their own:
- EVV is turned on for the whole organization on Service Codes, but each profile still needs its billing / service codes, Client ID, and any hours or mileage alerts assigned under Profile → Billing Details.
- MFA can be required for everyone under General Settings, but each team member completes their own setup in Account Settings the next time they sign in.
Common questions
- Where do I turn on EVV or edit billing codes? — Open Service Codes under Scheduling or EVV. Turning EVV on requires EVV on your plan.
- I turned on EVV but staff don't see it. — Confirm Enable EVV is Yes under Service Codes, your plan supports EVV, and staff use the mobile app where the EVV tab appears for eligible profiles.
- Where did my logo go? — Wrong size or format will fail the upload guideline (244×104, JPG/PNG).
- Can guests change Organization Settings? — No — Manager or Billing only.