What is organization configuration

What is Organization Configuration 

Organization Configuration in Vault Synapse refers to the personalized arrangement of components, tools, and settings that help you manage and monitor company data, ensuring your work runs smoothly. It provides greater control over the tools and modules available in your organization’s network and is tailored to meet the needs of your role. Many settings are pre‑configured by your organization’s administrator and may depend on the subscription plan your company has chosen. 

Where to Find Organization Configuration 

After logging into Vault Synapse, click on your name initials to open a submenu of options. Select Organization and then, in the navigation bar at the top of the screen, choose the Configuration tab. A configuration window will appear, showing a menu of components on the left side and the selected components and modules you configure on the right side. 

You can view the following components: 

• General – Basic organization settings, file types, My Profile, and notifications. 
• Modules – Configure purchased modules (e.g., file types, time tracking against module entities). 
• Approval Setup – Define approval processes for individual modules. 
• Option Sets – Configure items such as admission statuses, asset types, weekend settings, discounts, agreement types, industries, payroll lengths, project statuses, and position types. 
• Option Set Categories – Add new options within categories such as agreement types, invoice statuses, skill types, and project statuses. 
• Security – Manage general and account security, login providers, security roles, and custom applications.