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Organization settings control shared Sofie behavior for your company. Depending on your permissions, you may see General, Brand, Integrations, and Security Center areas.
This page documents administrator-facing workflows at a high level. Exact options depend on your organization package, feature flags, and permissions.

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Deeper guides

Organization settings

Manage organization name, passkey policy, and brand settings.

Integration administration

Configure connected app availability and rollout.

Security Center

Review events, alerts, access review snapshots, and recovery activity.

Users, groups, and roles

Understand the full access model.

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Organization settings

Use Organization Settings for shared configuration. Common tabs include:
TabUse it for
GeneralOrganization name and authentication policy.
BrandCompany logo and colors used in Sofie-generated document styling.
IntegrationsOrganization-level connected app availability and OAuth configuration when enabled.

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General settings

General settings may include:
  • Organization name.
  • Whether passkeys are required for privileged users.
  • Whether passkeys are required for all users.
  • Microsoft Entra ID sign-in settings when your organization uses them.
Before changing authentication policy:
  • Confirm the rollout plan.
  • Confirm affected users have supported devices.
  • Communicate the change before enforcement.
  • Know who can help users who are blocked.
Authentication policy changes can block users from Sofie until they complete required setup. Coordinate changes with your organization’s administrator or IT owner.

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Brand settings

Brand settings can affect how company details appear in CoDraft-related output. You may be able to configure:
  • Organization logo.
  • Primary color.
  • Secondary color.
Logo uploads may require JPG, GIF, or PNG files and a file size below the limit shown in the app. Use brand settings for company presentation. Do not use them to imply document approval status.

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Integration administration

Organization-level integration settings control which connected apps can be enabled for users. Depending on your environment, admins may configure:
  • Microsoft.
  • Google.
  • Salesforce.
  • Other organization-enabled providers.
Integration cards can show capabilities such as:
  • Email.
  • Calendar.
  • Files.
  • Contacts.
  • CRM.
When configuring integrations:
  • Confirm which provider capabilities users need.
  • Decide whether to use Sofie-provided OAuth configuration or organization-owned OAuth configuration when available.
  • Keep credential handling limited to authorized administrators.
  • Test with a small group before broad rollout.
  • Document which teams should connect their accounts.
Do not paste credential values into public documentation, chat prompts, or shared drafts. Use only the secure fields provided in organization settings.

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Security Center

Administrators with access may see Security Center. Security Center can help review:
  • Security events.
  • Alerts.
  • Access review evidence.
  • Recovery-related activity.
Use Security Center to inspect activity and prepare access review material. Do not treat it as a substitute for your organization’s required security process.

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Admin change checklist

Before saving administrator changes, check:
  • Who is affected.
  • Whether the change is reversible.
  • Whether users need communication.
  • Whether passkeys or sign-in settings could block access.
  • Whether connected app changes affect external systems.
  • Whether Workspace membership also needs updates.
  • Whether the change should be tested with a smaller group first.