Organization Profile
Your organization settings define how your company appears in proposals and how Propivix works for your team.
Company Information
Basic Details
Configure your company identity:
- Go to Settings > Organization
- Update:
- Company Name - Your official name
- Legal Name - If different from company name
- Website - Your company URL
- Industry - Primary industry sector
Contact Information
Set default contact details:
- Address - Physical address
- Phone - Main phone number
- Email - General contact email
- Support Email - For proposal inquiries
Business Identifiers
Add important identifiers:
- DUNS Number - For government proposals
- Tax ID - Business identification
- Registration Numbers - Industry-specific IDs
- Certifications - Company-level certs (e.g., ISO)
Branding
Company Logo
Upload your logo:
- Go to Settings > Organization > Branding
- Click Upload Logo
- Select your logo file (PNG, JPG, or SVG)
- Adjust cropping if needed
- Save
Logo Requirements:
- Minimum 200x200 pixels
- Maximum 5MB file size
- PNG recommended for transparency
Brand Colors
Set your brand colors:
- Primary Color - Main brand color
- Secondary Color - Accent color
- Text Color - Default text color
These colors are used in:
- Exported proposals
- Email notifications
- Template styling
Default Settings
Proposal Defaults
Set defaults for new proposals:
- Default Template - Starting template
- Default Approval Workflow - Review process
- Auto-save Interval - How often to save
Export Defaults
Configure export preferences:
- Default Format - Word, PDF, etc.
- Include Cover Page - Yes/No
- Include Table of Contents - Yes/No
- Page Size - Letter, A4, etc.
Notification Defaults
Set organization-wide notification preferences:
- Email Notifications - On/Off
- Deadline Reminders - Days before
- Approval Notifications - Immediate/Daily digest
Business Lines
What Are Business Lines?
Business lines let you organize proposals, assets, and templates by department or service area.
Examples:
- IT Services
- Engineering
- Consulting
- Healthcare
Setting Up Business Lines
- Go to Settings > Business Lines
- Click Add Business Line
- Enter name and description
- Optionally add:
- Specific logo
- Contact information
- Default template
- Save
Managing Business Lines
- Edit existing lines anytime
- Archive unused lines
- Assign assets to lines
- Filter proposals by line
Security Settings
Password Policy
Configure password requirements:
- Minimum length
- Complexity requirements
- Expiration period
Session Settings
Manage user sessions:
- Session timeout duration
- Remember me option
- Concurrent session limit
Audit Log
View organization activity:
- Go to Settings > Security > Audit Log
- See all admin actions
- Filter by user, date, or action type
- Export for compliance
Data Management
Data Retention
Configure how long to keep data:
- Completed proposals
- Deleted items
- Activity logs
Export Organization Data
Download all your data:
- Go to Settings > Data
- Click Export All Data
- Choose format (JSON, CSV)
- Download when ready
Delete Organization
If needed, you can delete your organization:
- Go to Settings > Organization > Danger Zone
- Click Delete Organization
- Confirm by typing organization name
- All data will be permanently deleted
Warning: This action is irreversible.
Best Practices
Complete Your Profile
- Fill in all company information
- Upload a high-quality logo
- Set brand colors
- Configure business lines if applicable
Keep Information Current
- Review quarterly
- Update when company info changes
- Refresh certifications
- Check contact details
Security First
- Enable strong password policy
- Set reasonable session timeouts
- Review audit logs regularly
- Remove inactive users
Troubleshooting
Logo not displaying correctly?
- Check file format (PNG recommended)
- Verify file size under 5MB
- Try uploading a higher resolution
- Clear browser cache
Settings not saving?
- Check your permissions
- Look for validation errors
- Try refreshing the page
- Contact support if persistent
Business line missing from dropdowns?
- Verify it's not archived
- Check if you have access
- Refresh the page