Setting Up Your Organization
AdministratorsGetting Started
Configure your agency's branding, timezone, office hours, and pay periods.
Before You Begin
You need Super Admin access to change organization settings. Regular Admins can view but not edit these settings.
Accessing Organization Settings
- Click Settings in the sidebar
- Select Organization tab
Basic Information
Company Details
| Field | Description |
|---|---|
| Company Name | Your agency's legal name |
| Phone | Main office number |
| Primary contact email | |
| Address | Office address (used in reports) |
Timezone
Select your timezone. This affects:
- Appointment times displayed to staff
- Report date ranges
- Email notification timestamps
Important: All team members see times in your organization's timezone, regardless of their location.
Branding
Customize how CareCade looks for your team:
Logo
- Upload your company logo (PNG or JPG)
- Recommended size: 200x60 pixels
- Appears in the sidebar and reports
Colors
- Primary Color — Main accent color (buttons, links)
- Secondary Color — Supporting color (backgrounds)
Preview
See how your branding looks before saving.
Pay Periods
Configure how you track payroll:
| Option | Description |
|---|---|
| Weekly | Sunday to Saturday |
| Bi-weekly | Every two weeks |
| Semi-monthly | 1st–15th and 16th–end of month |
| Monthly | Full calendar month |
Setting Pay Period Start
- Select your pay period type
- Choose the start date for your current period
- System calculates all future periods automatically
Office Hours
Set your standard business hours:
- Toggle days your office is open
- Set start and end times for each day
- These appear when staff request schedule changes
Social Media Links
Add your social profiles (optional):
- X (Twitter)
- YouTube
- TikTok
These sync to your public provider directory listing if you're verified.
Saving Changes
- Make your changes
- Click Save Changes
- Changes apply immediately
Tips
- Upload a square logo version too — it's used for mobile notifications
- Set your timezone before creating appointments to avoid confusion
- Your branding appears on PDF reports sent to case managers
Related Articles
- Branding & Appearance — Advanced branding options
- Custom Email Domain Setup — Send emails from your domain
- Notification Preferences — Control what notifications are sent
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