Configure organization settings in Perform & Engage365

Introduction

Required role: Super admin.

Many organization settings are configured during the initial onboarding process, but they can also be updated later as your requirements change. To access these settings, select the cog icon at the top of your dashboard then Organization Settings. The settings page opens on the License tab.

Organizations that also use Learn365 can access these organization settings from the Learn365 Admin Center by selecting Perform & Engage settings in the left-hand navigation menu.

In addition to the organization settings described in this article, Super admins can configure advanced organization settings. For more information, see this article.

In this article:

• License
• User Admin
• License Seats
• Bulk upload
• Email server configuration
• Default Notification Settings
• Person Properties

License

Use the License tab to provide information about your organization's Perform & Engage 365 subscription. From here, you can review licensing details and understand the features and services available to their organization. This information helps ensure your organization is correctly licensed and prepared to use Perform & Engage 365 according to your subscription.

For more information, see this article.

User Admin

Use the User Admin tab to add and remove Super admin permissions for other users.

For more information, see this article.

License Seats

The License Seats tab gives you direct control over license allocation within their organization. From this page, you can view all users and see whether they currently occupy a license seat, helping you monitor license usage and manage access to Perform & Engage 365.

For more information, see this article.

Bulk upload

Use the Bulk Upload tab to add or update large amounts of information efficiently using CSV files. Rather than making changes one record at a time, you can upload data in bulk to save time and simplify administration tasks. This feature is particularly useful when onboarding users or importing organizational data into Perform & Engage 365.

For more information, see this article.

Email server configuration

Use the Email Server Configuration tab to configure how Perform & Engage 365 sends email notifications. You can choose whether to use the platform's default email service or configure your own email infrastructure. Proper email configuration helps ensure that notifications, reminders, and other system-generated communications are delivered reliably to users.

For more information, see this article.

Default Notification Settings

Use the Default Notification Settings tab to define how notification emails and reminders behave across the organization. These settings help establish a consistent notification experience for users and allow organizations to balance timely communication with notification volume. Reviewing these settings during onboarding can help ensure users receive relevant updates without unnecessary noise.

For more information, see this article.

Person Properties

Use the Person Properties tab to create and manage additional information that can be stored against user profiles. Organizations often use person properties to capture data such as department, location, role, or other business-specific attributes. These properties can help support filtering, reporting, and organizational processes within Perform & Engage 365.

For more information, see this article.