--- title: How can I edit the organization settings description: Learn how to access the general settings --- [Skip to content](https://portal.snapaddy.com/knowledge/how-can-i-edit-the-organization-settings#main-content) - [English](https://portal.snapaddy.com/knowledge/how-can-i-edit-the-organization-settings) - [Deutsch](https://portal.snapaddy.com/de/knowledge/wie-kann-ich-die-einstellungen-in-der-organisationsverwaltung-editieren) English Show submenu for translations [![AppSignet](https://portal.snapaddy.com/hs-fs/hubfs/AppSignet.png?width=60&height=60&name=AppSignet.png)](https://portal.snapaddy.com/knowledge?hsLang=en) Open main navigation Close main navigation - - [English](https://portal.snapaddy.com/knowledge/how-can-i-edit-the-organization-settings) - [Deutsch](https://portal.snapaddy.com/de/knowledge/wie-kann-ich-die-einstellungen-in-der-organisationsverwaltung-editieren) English Show submenu for translations - [snapAddy website](https://www.snapaddy.com/) [snapAddy website](https://www.snapaddy.com/) snapAddy Knowledge base - How can we help? - There are no suggestions because the search field is empty. 1. [snapAddy Knowledge Base](https://portal.snapaddy.com/knowledge?hsLang=en) 2. [Global Settings](https://portal.snapaddy.com/knowledge/global-settings?hsLang=en) 3. [General Settings](https://portal.snapaddy.com/knowledge/global-settings?hsLang=en#general-settings) # How can I edit the organization settings ## Learn how to access the general settings ### How can I edit the settings in the organization administration? In the settings, you define central, cross-event default settings for your organization. Which areas you can see and edit depends on your respective role. In the snapAddy settings, you manage both personal preferences and organization-wide defaults in one central place. Depending on your [role](https://portal.snapaddy.com/en/knowledge/was-bedeuten-die-nutzerrollen-reporter-user-vorlagenkurator-vorlagenmanager-und-admin?hsLang=en), different options are available to you. ### How to access the settings 1. Open [https://app.snapaddy.com/settings/profile-info](https://app.snapaddy.com/settings/profile-info) and log in with your credentials if necessary. 2. You are now in the settings. Alternatively, you can reach them at any time by expanding the menu in the top right and clicking on **Settings**. ![](https://portal.snapaddy.com/hs-fs/hubfs/image-png-Jun-16-2026-09-10-26-6226-AM.png?width=670&height=333&name=image-png-Jun-16-2026-09-10-26-6226-AM.png) 3. Here you manage the central snapAddy settings. This means you can enable or disable various features for your organization – for example, the shared contact list, the email settings for the thank-you email, or the default system integration. In addition, you define various default settings here, such as the format in which [phone numbers](https://app.snapaddy.com/settings/general) are displayed or whether contact data should first be passed to snapAddy LeadResearch. ### Which areas can you find in the settings? The settings are divided into four main areas. Depending on your role and the products you have booked, individual items may be shown or hidden. In the **Profile** area, you manage your personal preferences. These include the [profile information](https://app.snapaddy.com/settings/profile-info), [security](https://app.snapaddy.com/settings/security), the [system integration](https://app.snapaddy.com/settings/personal-integration-settings), the [mailbox connection](https://app.snapaddy.com/settings/mailbox-connection), your [contact lists](https://app.snapaddy.com/settings/user-contact-lists), and the [assistance](https://app.snapaddy.com/settings/assistance). Under **User management**, you control everything related to people and licenses. Here you will find [Users & licenses](https://app.snapaddy.com/settings/users), [Login & security](https://app.snapaddy.com/settings/login-options), the [provisioning](https://app.snapaddy.com/settings/user-provisioning), the [user groups](https://app.snapaddy.com/settings/usergroups), the [custom profile fields](https://app.snapaddy.com/settings/custom-profile-fields), and the [VisitReport terminals](https://app.snapaddy.com/settings/terminals). In the **Organization** area, you define the organization-wide defaults. These include the settings under [General](https://app.snapaddy.com/settings/general), the [system integrations](https://app.snapaddy.com/settings/system-integration), the [shared contact lists](https://app.snapaddy.com/settings/shared-contact-lists), the [contact forms](https://app.snapaddy.com/lead-research/settings/organization), the [email server](https://app.snapaddy.com/settings/email), the options for [GDPR & deletion](https://app.snapaddy.com/settings/gdpr), and the [email blocklist](https://app.snapaddy.com/data-agents/settings). Finally, under **Products**, you configure the individual snapAddy solutions, namely [DataAgents](https://app.snapaddy.com/data-agents/settings), [LeadResearch](https://app.snapaddy.com/lead-research/settings/organization), [BusinessCards](https://app.snapaddy.com/business-cards/settings), and [VisitReport](https://app.snapaddy.com/visitreport/settings). **Note**: Some settings affect the entire organization and thus all users. Areas such as User management, Organization, or GDPR & deletion are usually reserved for users with an administrator role. Thanks to the central control, defaults can be set once and reliably applied to the entire organization – one reason why snapAddy is rated by many customers as particularly clear and well-organized, especially in administration. ### Related topics - [What do the user roles (Reporter, User, Template Curator, Template Manager, and Admin) mean?](https://portal.snapaddy.com/en/knowledge/was-bedeuten-die-nutzerrollen-reporter-user-vorlagenkurator-vorlagenmanager-und-admin?hsLang=en) - [How do I configure custom profile fields?](https://portal.snapaddy.com/en/knowledge/wie-konfiguriere-ich-benutzerdefinierte-profilfelder?hsLang=en) - [How can I set up a phone number format?](https://portal.snapaddy.com/en/knowledge/wie-kann-ich-ein-telefonnummer-format-einrichten?hsLang=en) If you have any further questions, please feel free to contact our support at [support@snapaddy.com](mailto:support@snapaddy.com) or your Customer Success Manager. - [Global Settings](https://portal.snapaddy.com/knowledge/global-settings?hsLang=en#main-content) - 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[SAGE CRM](https://portal.snapaddy.com/knowledge/crm-integrations?hsLang=en#sage-crm) - [Close CRM](https://portal.snapaddy.com/knowledge/crm-integrations?hsLang=en#close-crm) - [weclapp](https://portal.snapaddy.com/knowledge/crm-integrations?hsLang=en#weclapp) - [snapAddy API](https://portal.snapaddy.com/knowledge/crm-integrations?hsLang=en#snapaddy-api) - [Zapier](https://portal.snapaddy.com/knowledge/crm-integrations?hsLang=en#zapier) - [snapAddy BusinessCards](https://portal.snapaddy.com/knowledge/snapaddy-businesscards?hsLang=en#main-content) - [Frequently asked questions (FAQ)](https://portal.snapaddy.com/knowledge/snapaddy-businesscards?hsLang=en#frequently-asked-questions-faq) - [First steps](https://portal.snapaddy.com/knowledge/snapaddy-businesscards?hsLang=en#first-steps) - [Export](https://portal.snapaddy.com/knowledge/snapaddy-businesscards?hsLang=en#export) - [Digital business cards](https://portal.snapaddy.com/knowledge/snapaddy-businesscards?hsLang=en#digital-business-cards) - [BusinessCards Quick Tips](https://portal.snapaddy.com/knowledge/snapaddy-businesscards?hsLang=en#businesscards-quick-tips) - [snapAddy VisitReport](https://portal.snapaddy.com/knowledge/snapaddy-visitreport?hsLang=en#main-content) - [Frequently Asked Questions (FAQ)](https://portal.snapaddy.com/knowledge/snapaddy-visitreport?hsLang=en#frequently-asked-questions-faq) - [Working with the VisitReport app](https://portal.snapaddy.com/knowledge/snapaddy-visitreport?hsLang=en#working-with-the-visitreport-app) - [Working within the VisitReport Dashboard](https://portal.snapaddy.com/knowledge/snapaddy-visitreport?hsLang=en#working-within-the-visitreport-dashboard) - [Export (CRM, PDF, Excel ...)](https://portal.snapaddy.com/knowledge/snapaddy-visitreport?hsLang=en#export-crm-pdf-excel) - [Inventory Data](https://portal.snapaddy.com/knowledge/snapaddy-visitreport?hsLang=en#inventory-data) - [Video instructions](https://portal.snapaddy.com/knowledge/snapaddy-visitreport?hsLang=en#video-instructions) - 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