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Organization Settings

Organization Settings is where you configure how Levelset works. Changes here apply to all locations in your organization.

How to Access Settings

  1. Click your profile icon in the top-right corner
  2. Select Organization Settings

Settings Sections

The settings page has a sidebar with different sections:

Modules

Configure the main features of Levelset:

Users and Security

Control who can access Levelset:

Mobile App

Configure mobile access:

Location & Organization

General information:

Who Can Access Settings

Access depends on your role and is unique to your organization’s settings. By default:

How Changes Work

Auto-Save

Most settings save automatically:
  • Text fields save when you click away
  • Dropdowns save immediately when you select
  • Toggles save on click
Some sections have a Save Changes button for explicit saving.

What Changes Affect

Before Making Changes

Changes affect all users and locations in your organization. Make changes carefully.
Best practices:
  1. Understand the impact - Know what the change will affect
  2. Communicate - Tell your team about changes that affect them
  3. Test if possible - Try changes with a small group first
  4. Document - Keep notes on what you changed and why

Detailed Guides

Learn about specific settings:

Positions

Set up and manage positions

Rating Criteria

Define the criteria for each position

Roles

Configure the role hierarchy

Users

Manage dashboard access