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app.athenahq.ai/settings/generalPurpose
The General Settings page allows organization administrators to view and manage top-level configuration for their workspace. This includes updating the organization’s name, managing allowed email domains for automatic joining, configuring SSO (Single Sign-On) defaults, managing SCIM provisioning, and performing destructive actions like deleting the organization. This page is the central hub for IT and security configurations related to team access, ensuring that admins can tightly control how new users enter the workspace.What’s on the page
- Organization Details card: Displays the name of the organization, the current user’s role (e.g., Admin, Viewer, or Owner), and the date the organization was created. Admins see an “Edit” button here to rename the workspace.
- Allowed Email Domains section: Lists the email domains authorized for auto-joining. If a user signs up with a matching verified email domain, they bypass the invite process and are added to the organization automatically.
- Domain List: Each row shows the domain name, its verification status (a green “Verified” badge or a yellow “Verify DNS” badge), a dropdown for the default role assigned to new users from this domain, and a trash icon to remove the domain.
- SSO (Single Sign-On) card: Visible only if an SSO integration is configured for the organization. This allows admins to define the default role (Admin or Viewer) given to employees when they authenticate via the identity provider for the first time.
- SCIM Provisioning card: Visible only if SSO is configured. Displays the SCIM endpoint URL and the current token status (Active, Revoked, or Not configured). It includes a button to generate or rotate the SCIM token and a collapsible step-by-step setup guide for the identity provider.
- Danger Zone section: A collapsible area at the bottom of the page containing the “Delete Organization” action. This section is highly restricted.
What you can do here
- Edit organization name: Click the Edit button in the Organization Details card to open a renaming dialog. (Admins and Owners only).
- Add an allowed email domain: Click Add Domain to open a dialog. You’ll be prompted to enter the domain (e.g.,
example.com) and choose a default role. If the domain can’t be instantly verified, it will prompt you to verify it via DNS. - Verify DNS: Click the yellow Verify DNS badge next to an unverified domain. This opens a dialog with the exact TXT record (Type, Host, and Value) you need to add to your DNS provider. Once added, clicking Verify confirms ownership.
- Change a domain’s default role: Use the dropdown next to any domain in the list to immediately switch the role (Admin or Viewer) assigned to new users joining from that domain.
- Delete an email domain: Click the Trash icon next to a domain to remove it. Future users with this email domain will no longer be able to auto-join. (Destructive action).
- Change SSO default role: In the SSO card, use the dropdown to change the role assigned to new users joining via Single Sign-On.
- Generate or Rotate SCIM token: Click Generate SCIM token (or Rotate SCIM token if one already exists). You can optionally label the token (e.g., “Okta production”). Clicking Generate will display the secure token exactly once so you can copy it.
- View the SCIM setup guide: Click the “How to set up SCIM in your identity provider” toggle to reveal detailed setup instructions and attribute mapping requirements.
- Delete organization: Expand the Danger Zone and click Delete. This is a destructive action requiring you to type the exact name of the organization to confirm. Only the organization owner can perform this action.
Data shown
- Organization metadata: The core settings of your current workspace (name, your role, creation date).
- Email domains: The list of auto-join domains you’ve explicitly added to your workspace, along with their validation state.
- SSO & SCIM status: The active state of your enterprise login features, including token names and revocation status.
Common workflows
Rename the organization
- Navigate to Settings > General.
- Click the Edit button in the top right of the Organization Details card.
- Update the organization name in the text field.
- Click Save.
Add and verify an email domain for auto-join
- Click Add Domain in the Allowed Email Domains section.
- Enter the domain (e.g.,
example.com) and select whether users should join as an Admin or Viewer by default. - Click Add Domain.
- If the domain requires manual verification, the Verify Domain dialog will appear. Copy the provided TXT record and add it to your domain’s DNS settings.
- Wait for DNS propagation, then return and click Verify.
Set up SCIM provisioning
- Ensure an SSO provider is active on your account (the SCIM card will appear automatically when it is).
- Click Generate SCIM token.
- Optionally, add a label to remember where the token is used.
- Click Generate token and immediately copy the string provided (it will never be shown again).
- Paste the token into your Identity Provider (like Okta or Entra ID) using the endpoint URL provided in the setup guide on the page.
Delete the organization
- Expand the Danger Zone section at the bottom of the page.
- Click Delete (Note: this button is only clickable if you are the Owner).
- In the confirmation window, type the exact name of the organization.
- Click Delete Organization. You will be redirected to the home page.
Empty, loading, and error states
- Empty: If no allowed domains have been added, the domain list simply reads “No domains configured.”
- Loading: When first navigating to the page, an animated loading spinner appears while organization data is fetched. If adding or fetching domains, skeleton placeholder rows appear in the domain list.
- Errors: Standard error toasts appear in the bottom corner if actions fail (e.g., “Failed to add domain” or “Failed to rotate SCIM token”).
Linked from / links to
- Linked from: The main Settings navigation sidebar (Settings > General).
- Links to: Other tabs in the settings sidebar like Profile, Billing, Users, and Integrations.