Organization Settings
Description:
Configure the foundation of your organization, including company details, communication tools, categories, and values.
Organization Settings define how Dual Dash works for your company.
The decisions made here impact:
- Dashboards
- Scorecards
- Surveys
- Meetings
- Recognition
- Reporting
This is where you set the structure behind the system.
Company Information
Vision
Your Vision appears on every user’s Dashboard.
This is your organization’s north star — a simple statement that reinforces why the work matters.
Keep it:
- Clear
- Short
- Easy to understand
Time Zone
The Time Zone controls how time-based features behave across the platform.
This includes:
- Survey delivery timing
- Meeting scheduling
- Scorecard date ranges
- Work Plan due dates
Set this based on your primary operating location.
Users in different time zones can adjust their own settings in My Account, but this defines the system default.
Communication Tools
Select the communication frameworks your organization uses.
Supported tools include:
- DiSC
- Platinum Rule
- StrengthsFinder
- Myers-Briggs
- Color Code
- Management by Strengths
- Enneagram
- Intercultural Conflict Styles
You can select multiple tools.
These appear in:
- 1:1 meetings
- User profiles
They provide guidance on how to communicate effectively with each individual.
Categories
Categories help organize how your business is viewed inside Dual Dash.
They are used to group:
- Goals
- Scorecards
- Surveys
- Insights
Examples include:
- Sales
- Marketing
- Financial
- Customer Loyalty
- Employee Engagement
Categories act as lenses for understanding performance across the organization.
Company Values
Your Company Values are used in Recognition.
When sending STARS, users can tag the values demonstrated.
This helps reinforce:
- How work is done
- What behaviors matter
- What success looks like beyond results
Choose values that reflect how you want your team to show up every day.
Why Organization Settings Matter
Organization Settings create consistency across the platform.
Strong setup leads to:
- Clear expectations
- Better conversations
- More aligned teams
This is not just configuration.
It’s the foundation of how your organization operates inside Dual Dash.
What’s Next
Once your organization is set up, you can connect your systems.
