Organization Settings
Manage your organization's offices, administrators, analytics, and billing from a single admin-level page.
Organization-level management
Organization Settings provides a centralized view for managing everything at the organization level -- your offices, admin team, cross-office analytics, and billing. This page is the control center for multi-office practices and DSO (Dental Service Organization) groups.
Navigate to Organization under the Settings section in the sidebar.
Organization Settings is only visible to users with the admin or DSO admin role. Staff and manager roles are redirected to the Dashboard if they attempt to access this page.
Page tabs
Organization Settings is organized into four tabs:
Offices
The Offices tab displays all offices in your organization as a card grid. Each card shows:
- Office name with a building icon
- Location (city and state)
- Member count -- how many team members are assigned to that office
Click any office card to navigate to that office's Office Settings page where you can configure its details, team, service providers, and more.
Adding a new office
Click the Add Office button in the top right to create a new office. This opens the Add Office dialog where you can enter the office name, address, and other details.
The summary line below the header shows the total number of offices in your organization (e.g., "3 offices in your organization").
Admins
The Admins tab shows the administrators for your organization. From here you can view and manage users who have admin-level access across the organization.
Analytics
The Analytics tab provides cross-office analytics, giving you an aggregate view of performance across all offices in your organization.
Billing
The Billing tab displays your current subscription plan, pricing, and billing management options. See Billing & Subscription for complete details.
Multi-office workflows
Organization Settings is especially valuable for:
- DSO administrators who oversee multiple practice locations
- Practice owners with more than one office
- Regional managers who need to compare performance across locations
From the Offices tab you can:
- Click into any office to configure its settings independently
- Add new offices as your organization grows
- View member counts to understand staffing distribution
Related pages
- Office Settings -- Configure individual office profiles, teams, and service providers.
- Team Management -- Invite and manage team members across offices.
- Billing & Subscription -- Manage your subscription plan and billing.
Last updated Mar 13, 2026
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