Organization Settings
General organization configuration — branding, social, business hours, slug, and the danger zone.
Organization settings affect everyone in the org and apply to the member-facing portal, transactional emails, and reports. Anyone with the Admin role can edit them.
Where to find it
Settings → Organization → General.
Settings · Organization
Settings shared across your team and visible on the member portal.
Sections of General
Organization details
- Name
Your business name. Appears on the portal, transactional emails, and invoice templates.
- Description
A short tagline shown on the portal home page.
- Slug
URL-safe identifier. Drives default portal URL (
your-slug.oncloudwine.com) and dashboard routes (/organizations/your-slug/...). Editable but breaks bookmarked URLs when changed.- Time zone
Used by background jobs (task automations, scheduled reports). Set to your business location.
- Primary color
Hex value used as the accent color on the member portal — buttons, links, focus rings.
Logo
Upload a logo to brand the portal and emails. SVG strongly preferred — it scales for retina and PDF. Otherwise PNG at 256+ pixels square.
The logo appears:
- Header of every portal page
- Top of every transactional email
- Top of generated invoices
Social media links
Optional. Each link added here appears in the footer of the portal. Supported: X (Twitter), Instagram, Facebook, TikTok, LinkedIn.
Business hours
Set your hours per day-of-week. Shown on the portal Help page so members know when they'll get a response from you. Members in different time zones see hours converted to their own.
| Day | Open | Close | Closed? |
|---|---|---|---|
| Monday | 10:00 AM | 5:00 PM | — |
| Tuesday | 10:00 AM | 5:00 PM | — |
| Wednesday | 10:00 AM | 5:00 PM | — |
| Thursday | 10:00 AM | 7:00 PM | — |
| Friday | 10:00 AM | 7:00 PM | — |
| Saturday | 11:00 AM | 6:00 PM | — |
| Sunday | — | — | Closed |
The other tabs in brief
Each is covered in its own doc:
Billing
Plan, billing address, invoice history.
Shipping
Origin, default package, carrier setup.
Members & Roles
Team management.
Clubs
Wine club configuration and signup pages.
Domains
Custom portal domains.
Integrations
Square, Stripe, WooCommerce, Mailchimp.
Developers
API keys and webhooks.
Reporting
Signup goals and report scheduling.
Organization security
IP whitelist
Settings → Organization → Security → IP Whitelist lets you restrict dashboard access to specific IP ranges. Useful for wineries with a strict "only from the office network" policy.
Adding an IP whitelist immediately blocks anyone outside the listed ranges — including you, if you're not on one of them. Always test from the IP you'll be using before saving.
CIDR ranges are supported. Add multiple ranges (office, home, VPN exit node) to keep flexibility.
Danger zone
The bottom of General has a danger zone for destructive org-level actions.
Delete organization
Confirm scope
Deleting the org permanently removes contacts, releases, products, fulfillments, payments, and integrations. There's no recovery.
Type the org name
The form requires you to type the exact org name to confirm.
Enter your PIN
If you've set a PIN (recommended), it's required for this action.
Confirm
The deletion runs as a background cleanup job. You're signed out of the org immediately and the cleanup completes within a few minutes.
Transfer ownership
To transfer ownership to another Admin, change their role to Owner in the Members tab. There's exactly one Owner per organization at any time. The previous Owner is downgraded to Admin automatically.