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Organization settings control your Regentra account’s global configuration. These settings apply across all modules — compliance, PSA, and the customer portal.

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Organization Profile

Go to Settings → Company Profile to manage everything about how your organization presents itself — on the app, and on every document your clients see. It’s one consolidated card, grouped into six sections: Identity, Address, Contact, Tax, Documents, and Attribution.
Everything in this card feeds the branding shown on quotes, invoices, PDFs, and emails your clients receive — see Where this shows up at the end of this section.

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Identity

  • Logo — a landscape PNG (transparent background recommended) or JPEG, at least 600×200px, ideally 1200×400px, up to 2 MB. If you upload a WebP file, Regentra automatically generates a PNG version behind the scenes so it still renders correctly on PDFs.
  • Icon (optional) — a separate square PNG or JPEG, 256×256px, used for compact headers where a wide logo doesn’t fit.
  • Organization Name — your display name, shown in the app and on documents.
  • Legal name — only needed if it differs from your display name; falls back to the organization name if left blank.
  • Industry
  • Brand color — used as an accent color on the quote/invoice header preview and public-facing pages.

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Address

Address fields are structured: Address line 1, Address line 2, City, State/Region, Postal code, and Country (2-letter code). If your organization still has an address stored the old free-text way, a Split legacy address button appears once, to migrate it into these structured fields — after that, the structured fields are what’s used everywhere.

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Contact

Phone, Website, Support email, and Billing email. Billing email is used as the reply-to address on invoice emails and the “questions?” line — if left blank, it falls back to your support email.

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Tax

  • Tax ID label — defaults to “EIN,” but you can change it to match what’s appropriate for your country (there’s no separate, fixed EIN field anymore — the label is just configurable text).
  • Tax ID — the number itself.
  • Show tax ID on quotes — off by default. Your tax ID always appears on invoices; this toggle additionally shows it on quotes.

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Documents (PSA only)

Defaults applied across your quotes and invoices:
  • Default payment terms — how many days clients have to pay, used when generating a new invoice.
  • Invoice memo — text shown above the totals on every invoice PDF.
  • Invoice footer
  • Quote terms & conditions (default)
  • Quote footer
  • Remit-to instructions — payment instructions (check payable-to, ACH/wire details) shown on the invoice PDF only.
These are organization-wide defaults. A quote can carry a per-document override for who it’s addressed to (recipient name, email, phone, address), but the memo, footer, terms, and remit-to instructions above always come from your organization defaults — there’s no per-invoice override for those yet.

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Attribution

Show “Powered by Regentra” — on by default. This one toggle controls a “Powered by Regentra” mark across every customer-facing surface: the public quote page, the quote PDF, quote emails, the invoice PDF, PSA client reports, and other public links. Turn it off for a fully white-labeled experience.

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Where this shows up

Everything above appears on: the public quote page and quote PDF, quote emails, the invoice PDF, PSA client report PDFs, and public token pages (e-signature, ticket, audit, vendor questionnaire, and shared-password links).
Upload a high-resolution logo for the best appearance across every one of those surfaces.

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Timezone

Set your organization’s timezone from the Timezone & Display card in Settings. This affects:
  • SLA business hours calculation
  • Report date ranges
  • Scheduled sync times
  • Dashboard date displays
  • Date-range filters on data exports
Changing the timezone does not retroactively adjust existing SLA calculations. It applies to new tickets and future SLA evaluations.

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Custom domain for support portal

Configure a custom domain so your clients access the portal at your branded URL (e.g., support.yourcompany.com). See the Customer Portal documentation for full setup instructions.

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Email configuration

Regentra sends email notifications for ticket updates, SLA alerts, and invoice delivery. Configure your email sending method from the Email Integration card in Settings:
Use Azure Communication Services for email delivery. Enter your ACS connection string and verified sender domain.
Email notifications will not be sent until a valid email configuration is saved. Verify your setup by sending a test email from the settings page.

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Session duration

Go to Settings → Authentication & SSO → Session Duration and choose how long a session can stay active without re-authentication: 1 hour, 4 hours, or 12 hours. This setting controls the inactivity window — how long a session can go without any activity before it expires. Regardless of what you pick, every session also has a fixed 12-hour absolute limit: even a continuously active session is signed out after 12 hours and must sign in again. Shorter inactivity windows improve security for shared workstations; longer ones reduce login friction for trusted environments — but no session, however active, outlives the 12-hour cap.
  • Tickets — ticket numbering and billing behavior.
  • Import / Export — bulk data export and CSV import.
  • Webhooks — real-time event delivery to your own systems.
  • API Keys — scoped keys for external automations.