Organization Settings
On the Organization Settings screen the organization administrator manages the organization's own details: the logo, the name, the contact and address information, the KVK and AGB codes, the IBAN, the multi-factor authentication (MFA) policy and the document labels. The screen is intended for administrators with the organization.settings.update permission.
Overview
| Route | /organization (settings overview), /organization/manage (organization details) |
| Audience | Practitioner (organization administrator) |
| Required permissions | organization.settings.read (view), organization.settings.update (edit); security.view / security.manage for the MFA policy; documents.manage_labels for document labels |
/organization is the settings overview: a set of cards from which you drill into users, roles, teams, locations, forms and more. The Organization details card opens this screen at /organization/manage, where you view and edit the organization details.
The details are first shown in view mode. Click Edit in the top right to switch to edit mode, where you change the fields and save them. The logo, the MFA policy and the document labels are managed separately, directly from view mode.
How it works
This screen looks like a single form, but it behaves as a collection of independent blocks, each with its own save moment. On top of that, several fields feed processes elsewhere in Scrivio (insurance claims, invoices, signing in). Read this section before changing anything, so you understand what is saved where and what a change triggers downstream.
Several independent save scopes
Not everything is stored with the same button. The screen has four separate save scopes; only the first is tied to the central Save button.
| Scope | What it holds | Save moment |
|---|---|---|
| Organization details | Name, contact, address, professional and banking information | Change in edit mode and click Save at the bottom. |
| Logo | The organization logo | Saved immediately on upload or removal, independent of edit mode. |
| MFA policy | The organization-wide MFA policy | Saved immediately within the Security card. |
| Document labels | The labels for documents | Saved immediately in the label window. |
The consequence: a change to the logo, the MFA policy or a label takes effect right away, even if you afterwards click Cancel in edit mode — that only cancels the organization details. Conversely, your changes to the name, contact, address, professional and banking information are only stored when you click Save.
From an org-wide MFA policy to a per-user requirement
The MFA policy is an organization-wide setting, but it carries through to the individual user. When you enable MFA required for all users, every user must set up multi-factor authentication to keep access to the application.
The grace period softens that transition: for the configured number of days (minimum 1, maximum 90), users who do not yet have MFA can keep signing in and get time to set it up. Only after that period does the requirement become hard. The adoption statistics and the list of users without MFA on the Security card show who still has to switch before the period expires.
AGB, KVK and IBAN drive billing
The fields in the Professional information and Banking information blocks are not just administrative: they are reused when filing claims and invoicing.
- The AGB code identifies the organization as a care provider on claims to health insurers; a missing or incorrect code leads to rejected or unprocessable claims.
- The KVK number appears as the company identifier on invoices.
- The IBAN is stated as the account number on invoices, so clients and insurers know where to pay.
Because these values are carried downstream, a correction here flows through to claims and invoices you create afterwards; documents already sent do not change retroactively.
The slug is a derived value
The Slug in the Basic information block is the URL-friendly variant of the organization name. Scrivio derives it automatically and shows it for reference only — you cannot edit the slug directly. When you change the Name, the system determines the matching slug; you do not (and cannot) fill it in yourself.
Manage logo
The Logo block manages the organization logo. This block is only visible to administrators with the organization.settings.update permission.
- Upload or change — click Upload logo (or Change logo if a logo already exists) and choose a file. The allowed formats are PNG, JPEG and SVG, with a maximum file size of 2 MB. The recommended size is 300 × 100 pixels.
- Delete — click Delete (only visible when a logo exists) and confirm in the dialog to remove the logo.
| Field | Required | Description |
|---|---|---|
| Logo file | Yes | A PNG, JPEG or SVG file of at most 2 MB. An invalid type or an oversized file is rejected with a message. |
Logo changes are saved immediately — you do not need to click Save for them.
Edit name
The organization name lives in the Basic information block. Click Edit, change the Name field and save. The Slug (the URL-friendly name) is a derived, read-only value shown for reference only.
| Field | Required | Description |
|---|---|---|
| Name | Yes | The display name of the organization. |
Edit contact info
The Contact information block manages the organization's email address and phone number. Click Edit to change the fields.
| Field | Required | Description |
|---|---|---|
| Email address | No | The general email address of the organization. |
| Phone number | No | The general phone number. It is format-checked; an invalid notation shows an error and blocks saving. |
Edit address
The Address information block records the organization's address. Click Edit to change the fields.
| Field | Required | Description |
|---|---|---|
| Street | No | Street and house number. |
| Postal code | No | The postal code. |
| City | No | The city name. |
Edit KVK / AGB
The Professional information block records the organization's KVK and AGB details. Click Edit to change the fields.
| Field | Required | Description |
|---|---|---|
| KVK number | No | The registration number with the Dutch Chamber of Commerce. |
| AGB code | No | The organization's AGB code. It is format-checked; an invalid code shows an error and blocks saving. |
Edit IBAN
The Banking information block records the organization's IBAN. This account number is used, among other things, on invoices. Click Edit to change the field.
| Field | Required | Description |
|---|---|---|
| IBAN | No | The organization's account number. |
Manage MFA policy
The Security block contains the Multi-factor authentication (MFA) card with the organization-wide MFA policy. This block is visible to administrators with the security.view permission; changing it requires security.manage.
The card shows the current policy, the adoption statistics (how many users have set up MFA) and a list of users without MFA. Click Edit policy to change the policy, then save within the card.
| Field | Required | Description |
|---|---|---|
| MFA required for all users | No | When enabled, all users must set up MFA to access the application. |
| Grace period (days) | Yes, when required | The number of days users get to set up MFA after the requirement is enabled. Minimum 1 day, maximum 90 days. |
The MFA policy is saved within the card itself; this is separate from the Save button for the organization details.
Manage document labels
The Document labels block manages the labels used to categorize documents. This block is visible to administrators with the documents.manage_labels permission. Click Manage labels to open the window.
In the window you can:
- Add — enter a name, pick a color and click Add.
- Edit — click Edit on an existing label, change the name or color and save.
- Delete — click Delete on an existing label and confirm.
| Field | Required | Description |
|---|---|---|
| Name | Yes | The label name (maximum 100 characters). |
| Color | No | The color the label is displayed in. |
Save
When you are done editing the basic, contact, address, professional and banking information in edit mode, click Save at the bottom to store the changes. Cancel returns you to view mode without saving.
The Save button is disabled as long as the phone number or AGB code has an invalid format. After a successful save, a confirmation appears at the top of the screen and you return to view mode.
The logo, the MFA policy and the document labels are saved separately and are not covered by this Save button.