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app.athenahq.ai/settings/general

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Purpose

The General Settings page is the central hub for managing your organization’s core details and identity configuration. Here, authorized users can rename the workspace, manage how new teammates join the organization, configure Single Sign-On (SSO) defaults, and set up automated user provisioning via SCIM. For enterprise customers, this page is critical for streamlining onboarding. By whitelisting email domains or connecting an Identity Provider, administrators can ensure team members get instant, secure access to the platform with the correct permissions. This page also houses the controls for permanently deleting the organization.

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What’s on the page

  • Organization Details: A summary card showing the current name of the workspace, your personal role badge (which reflects your true permissions, such as Admin or Member), and the date the organization was created. Includes an “Edit” button to rename the workspace.
  • Allowed email domains: A section to manage domains that allow teammates to automatically join the workspace. It lists each whitelisted domain, its verification status (either a green “Verified” badge or a yellow “Verify DNS” button), the default role assigned to new users from that domain, and a delete control. This section is hidden for external (website-only) members.
  • SSO (Single Sign-On): Visible only if your organization has an active SSO integration. This card contains a single dropdown to set the default access role automatically granted to any new user who logs in via SSO.
  • SCIM provisioning: Visible only if SSO is configured. This card displays your SCIM endpoint URL and current token status (Active, Revoked, or Not configured). It includes a button to generate or rotate your provisioning token, and a collapsible “How to set up SCIM in your identity provider” section containing step-by-step IdP configuration instructions.
  • Danger Zone: A collapsible panel at the very bottom of the page reserved for destructive actions, specifically the “Delete Organization” button.

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What you can do here

  • Edit organization name: Click the “Edit” button in the Organization Details card. This opens a dialog where you can type a new name and click “Save” to apply it instantly across the platform.
  • Add email domain: Click “Add Domain” to open a setup dialog. You can type the domain (e.g., acme.com) and pick the default role for new users. Clicking “Add Domain” in the modal will save it.
  • Verify DNS: If an added domain doesn’t match an existing member’s email, click the yellow “Verify DNS” badge. This opens a modal displaying the exact TXT record (Type, Host, Value) you need to add to your DNS provider. Once added to your DNS, click “Verify” in this modal to confirm ownership.
  • Change default role (per domain): Use the dropdown next to any allowed domain to change what role future users joining from that domain will receive.
  • Remove domain: Click the trash can icon next to a domain to revoke its auto-join privileges.
  • Change SSO default role: Use the dropdown in the SSO section to change the role automatically granted to new SSO users.
  • Generate / Rotate SCIM token: Click “Generate SCIM token” (or “Rotate SCIM token” if one exists). This opens a modal where you can optionally label the token (e.g., “Okta Production”). Confirming will generate a new SCIM token. You must click the token to copy it to your clipboard before clicking “Done”, as it will never be shown again.
  • View SCIM setup instructions: Click the “How to set up SCIM in your identity provider” trigger to expand detailed instructions covering the SCIM Base URL, authentication headers, unique identifiers, and attribute mappings.
  • Open Danger Zone: Click the “Danger Zone” header to expand the destructive actions panel.
  • Delete Organization: Inside the Danger Zone, click “Delete”. A confirmation modal will appear requiring you to type the exact organization name. Once typed, clicking “Delete Organization” will permanently erase the workspace and redirect you to the home page.

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Data shown

  • Organization Profile: Sourced from your active organization’s core profile, displaying the workspace name, creation date, and your personal access role.
  • Allowed Domains: Sourced from the automated onboarding rules tied to your organization, showing verified and pending domains.
  • Available Roles: Role dropdowns populate with system roles (like Admin and Viewer) as well as any custom roles configured for your organization.
  • Identity Configurations: Sourced from your organization’s enterprise identity settings, displaying SSO defaults and SCIM token metadata (label, active status).

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Common workflows

Setting up domain auto-join
  1. Navigate to the Allowed email domains section and click “Add Domain”.
  2. Enter your company’s email domain and select the desired default role (e.g., “Viewer”).
  3. Click “Add Domain”.
  4. If the domain doesn’t match a current teammate’s email, a modal will prompt you to verify ownership. Copy the provided TXT record and add it to your domain’s DNS settings.
  5. Click “Verify” in the modal once the DNS changes have propagated.
Generating a SCIM token for user provisioning
  1. In the SCIM provisioning section, click “Generate SCIM token” (or “Rotate SCIM token”).
  2. Enter a recognizable label to remember where the token is used (e.g., “Okta Prod”).
  3. Click “Generate token”.
  4. Click the newly generated token on the screen to copy it to your clipboard.
  5. Paste the token into your Identity Provider’s SCIM configuration, then click “Done” in Athena.
Deleting the organization
  1. Scroll to the bottom of the page and click “Danger Zone” to expand the panel.
  2. Click the red “Delete” button.
  3. In the warning modal, type the exact name of your organization to confirm your intent.
  4. Click the final “Delete Organization” button to permanently erase the workspace.

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Empty, loading, and error states

  • Empty states: If your organization has no auto-join domains configured, the domains section will simply display “No domains configured.”
  • Loading states: When navigating to the page, a centered animated spinner appears while the organization details load. If the page is fetching the allowed domains, you will see gray skeleton placeholder rows in the list.
  • Error states: If an action fails, a red toast notification will appear at the top of the screen (e.g., “Failed to update organization name”, “Failed to add domain”, “Failed to verify domain”, “Failed to rotate SCIM token”, or “Failed to delete organization”).
  • Linked from: This page is accessed via the “General” option under the Settings navigation sidebar.
  • Links to: The domain default-role pickers interact with custom roles managed on the Settings > Users page. Deleting the organization forces a redirect back to the platform’s home page.

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Common support questions

  • Why can’t I edit the organization name? Editing the organization name requires specific workspace management permissions. If the “Edit” button is disabled, you can hover over it to see a tooltip explaining the exact access you are missing.
  • Why can’t I change the SSO default role to Admin? Because changing the SSO default role automatically grants that role to every future user who logs in via SSO, this action is strictly limited to organization Admins and Owners. A tooltip on the disabled dropdown will explain this restriction.
  • Why is my SCIM provisioning section missing? SCIM provisioning requires an active SSO configuration. If your workspace doesn’t have an SSO provider set up, the SCIM section is entirely hidden.
  • I lost my SCIM token, how do I see it again? For security reasons, SCIM tokens are only displayed once immediately after generation. If you have lost the token, you must click “Rotate SCIM token” to generate a new one, which will automatically revoke the previous token.
  • Why is the “Delete” organization button disabled? Only the true Organization Owner can permanently delete the workspace. Even if you are an Admin, the button will be disabled with a tooltip stating: “Only the organization owner can delete the organization.”