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Documentation Index

Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt

Use this file to discover all available pages before exploring further.

Organization administrators can manage org-level settings at /settings/organization. This route requires permission system.organizations.admin and renders OrganizationSettings from src/platform/organizations/OrganizationSettings.tsx.

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Overview

The Organization Settings page is the central configuration hub for a tenant. It is organized in tabs and includes sections for: general org details (name, address, phone), site management (pf_sites table — add/edit physical locations), branding (OrganizationBrandingSettings), formatting preferences (FormattingSettings), jurisdiction settings (JurisdictionSettingsSection), tenant domain configuration (TenantDomainSection), and permissions model toggle (PermissionsV2Toggle). Network status is monitored via useNetworkStatus(). App version info and cache management (ClearCacheButton) are also available. A GuidedTour (orgSetupTour) is available via HelpButton.

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Who it’s for

Requires permission: system.organizations.admin.

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Before you start

  • Your account must have the system.organizations.admin permission.

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Steps

  1. Navigate to Settings > Organization (/settings/organization).
  2. Review and update the organization name and contact details.
  3. Manage physical sites under the Sites tab.
  4. Configure branding under the Branding tab.
  5. Set jurisdiction and domain settings as needed.
  6. Save each section.

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Key concepts

pf_sites — Physical locations (sites) associated with the organization. Each site has a name and address. Sites are used throughout the platform to scope records by location. Tenant domain — Custom domain configuration for white-labeling the platform URL for this organization. PermissionsV2Toggle — Enables an updated RBAC model. SME: confirm the scope and migration path.

Platform Foundation

Platform Foundation overview.

Governance & parity

This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/platform.tsx
  • src/platform/organizations/OrganizationSettings.tsx
  • src/platform/organizations/OrganizationContext.tsx