Organisation settings

Which settings apply where?#

• Person: language, salutation, photo and notifications. They are yours and apply everywhere. See Your account.
• Workspace: the Workspace page (term, hours, fee, scope, workstreams, language) and the Team page, where a workspace can set its own approval rule and its own check. A workspace can be stricter than the organisation, never looser.
• Organisation: everything below. It is the default for every workspace.

Where do I find the settings?#

• Web: open the profile menu at the bottom left. Under Your settings you find Settings (an overview of Writing, Agents, Approvals and Identity), Organisation and Client workspaces. Writing, Agents and Approvals are also listed directly; Identity only through Settings.
• Mac: the settings window (⌘,), in the section Advisor: Writing, Agents, Approvals, Client workspaces and Identity. The Organisation page is in the profile menu.
• iPhone and iPad: your name at the foot of the menu, captioned Settings, opens a screen that lists Organisation, Writing, Agents, Approvals and Client workspaces. Identity is not there.

The Organisation page appears once there is a second person. While you work alone, an entry for inviting colleagues takes its place where your plan allows it.

Who may change what?#

Owners and admins of the organisation change writing, agents, approvals, identity and the template. Members can look. On the Organisation page owners and admins manage people and roles, though only an owner can make or change owners; every colleague can choose her own deputy. The workspace's lead or an owner or admin shapes the team of a workspace.

Set your house style#

Writing holds the house style (voice, address, words never to use, conventions), the formats Slides and Document, and the document types. You can add, duplicate and archive types, set a code prefix, an outline and quality criteria, or return to the factory default. Every change is saved with its date.

Decide what the agents do#

Agents sets who is active, how thoroughly an agent thinks, each agent's job and boundary, and what the agents do on their own: the risk review (weekly, daily or off), memory, the reminder to the client in sparring and the assessment of new client comments. It also sets limits per task and the start plan that runs when a new client workspace is created. A change applies from the next job. See Agents.

Decide who approves#

Approvals decides who approves what the agents propose, what reaches the client, how proposals from the client side travel, who is reminded and when the deputy takes over. It also sets how thoroughly Arvemo checks a document before you approve, per document type: Thorough, Standard, Direction only or Off, plus up to five checks of your own. Four eyes is offered only where your plan includes it. See Approvals.

Change your name and signature#

Identity holds your name, your boutique name (shown in the PDF footer), the signature under mails and releases, a short profile the agents read before they write for you and your personal sign-in link. It is on the web and the Mac.

Template for new client workspaces#

Client workspaces sets what a new client workspace starts with: hours and fee per month, scope of services, workstreams and how long personal links are valid (1 to 90 days). Running workspaces do not change.

Manage colleagues and their access#

It holds the members with their roles, the invitation of colleagues, Your deputy (who takes over your approvals when they wait too long), Agents for clients (whether the agents answer the client side, answer only through you, or stay silent) and Leads, hypotheses and playbooks (all colleagues or only owners and admins may create and change them). Roles are explained in Workspaces and roles.

What is not available yet?#

Method (guiding idea, laws, maturity models) has no settings yet; it appears in the settings overview marked coming. Playbooks are not a settings page: you work with them on their own page (profile menu on the web and Mac, your name at the foot of the menu on the iPhone). Who may create and change them is set on the Organisation page. In the overview the Playbooks row is still marked coming.

Common questions#