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 EVV Settings 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.
Billing Details
Shown when your account has subscription/billing attached (or you're the Billing user). This is organization-level subscription management — invoices, cards, cancellations, etc. Family or limited plans may not show this toggle the same way as full Provider billing.
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.
How this relates to profiles
| Topic | Where to manage it | Individual profile |
|---|---|---|
| Turn EVV on/off for the org | EVV Settings (under Scheduling or EVV), when EVV is on your plan | Assign billing / service codes, Client ID, hours & mileage alerts under Profile → Billing Details |
| MFA | Optionally require MFA for everyone in Organization Settings → General Settings | Each person still completes setup in Account Settings / login flow |
Common questions
- Where do I turn on EVV or edit billing codes? — Open EVV Settings 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 EVV Settings, 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.