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How to open Organization Settings - Admin Panel

What this covers: Getting to the correct page and understanding the layout.

Steps

  1. Sign in to Phone Copilot.

  2. In the top navigation, select Admin.

  3. In the left sidebar, under Organization Settings, click Organization Settings.

  4. You will see two main areas on this page:

    • Organization Information at the top.

      This is where you set your organization name, spoken labels, address, country, timezone, and security.

    • Specify working hours of the organization below.

      This is where you set business days, common start and end times, and custom time slots for each day.

What you will see on this page

  • A selector at the very top called Select Organization.

  • Fields such as Organization Name, Organization Short Label, Organization Long Label (Spoken), Address, City, State, Zipcode, Country, Timezone, and Fax number.

  • A checkbox to Enable Two Factor Authentication.

  • Two text boxes named Office Address (Spoken) and Office Hours (Spoken) with a Write with AI button.

  • A Specify working hours of the organization section with:

    • Common Start Time and Common End Time.

    • Day checkboxes for Monday to Sunday.

    • Per-day rows labeled Monday Custom Times, Tuesday Custom Times, and so on. Each row has Start Time, End Time, Remove, and + Add Custom Time Slot.

Tip: If you see an Edit button at the bottom, click it to switch into edit mode before making changes. After you finish, click Save if it appears.

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