Organization Settings

Organization Settings control your workspace identity, availability, team access, and connected channels.

Everything lives under Settings → Organization in the left sidebar:

• Profile — Organization name, description, ID, and auto-resolve behavior
• Business Hours — When your team is available
• Members — Who has access and what role they have
• Teams — Group members into teams for routing and reporting
• Channels — Manage connected channels (overview)

You'll also find related preset settings under Settings → Presets:

• Custom Fields
• Labels
• Documents
• WhatsApp Templates
• Canned Responses

The sections below are a quick reference. Click any link above for the full detail.

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Profile

Path: Settings → Organization → Profile

Manage core organization details:

• Organization Name & Description:
  • Update the organization name and a short description of your business.
  • Cloodot uses these across the app, including as context for AI.
• Organization ID:
  • View your unique organization ID.
  • Click copy when you need it for support or integrations.
• Auto Resolve:
  • Set how many days a conversation can stay open before Cloodot auto-resolves it.
  • Options: No AutoResolve, 1 Day, 2 Days, 3 Days, 5 Days.
  • Click Save to apply changes.

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Business Hours

Path: Settings → Organization → Business Hours

Define when your team is available:

• Timezone:
  • Choose the primary timezone for your business (for example: "Asia Dubai", "Europe London", "America New York").
  • Cloodot uses this to interpret opening and closing times.
• Per-day schedule:
  • For each weekday, set:
    • Open / Closed toggle.
    • Opening time (e.g., 09:30).
    • Closing time (e.g., 18:00).
• Save your changes:
  • Click Save Changes after adjusting times or timezone.
  • Cloodot and the AI use these hours to know when your team is online.

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Members

Path: Settings → Organization → Members

Control who has access to your organization and what they can do:

• Members tab:
  • See a list of current members with:
    • Name & Email
    • Role (for example: Owner, Admin, Member)
    • Joined date
  • Use the Actions menu on each row to:
    • Change role (where allowed by your own permissions).
    • Remove a member from the organization (if your role allows it).
    • Leave organization for your own user.
• Invitations tab:
  • Shows pending invites that haven't been accepted yet.
  • Click cancel to revoke an invite sent by mistake or no longer needed.
• Invite Member:
  • Click Invite member to open the invite dialog.
  • Enter the teammate's email address and choose the role to assign (for example, Member or Admin).
  • Send the invite — the user receives an email with a link to join your organization.
  • Once they accept, they appear under the Members tab with their role.