> ## Documentation Index
> Fetch the complete documentation index at: https://docs.soundchecklive.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Organization setup

> Configure your organization — the foundation for gigs, teams, positions, onboarding, and integrations.

Your **organization** is the container for everything in Soundcheck — gigs, setlists, positions, members, leads, and settings. This guide covers the settings that live under **Organization** and where each one lives now that integrations have moved into settings.

<Card title="New here?" icon="user-plus" href="/getting-started/signup-and-org-setup">
  If you haven't created an account and org yet, start with Signup and organization setup.
</Card>

***

## Where settings live

Open the **Organization** area from the sidebar (owners and admins). Settings are grouped into tabs:

| Tab               | What it controls                                         |
| ----------------- | -------------------------------------------------------- |
| **Profile**       | Name, logo, contact details, timezone                    |
| **Members**       | Roster, invitations, seat usage, onboarding overrides    |
| **Positions**     | The catalog of roles you staff for                       |
| **Onboarding**    | The steps new members complete when they join            |
| **Notifications** | Org-wide notification defaults                           |
| **Departments**   | Group members into bands or departments *(when enabled)* |
| **Connections**   | Integrations and financial connections *(premium)*       |

***

## Basic information

<Steps>
  <Step title="Set your name and logo">
    Your organization name and logo appear on invitations, member-facing emails, and your public booking page. Upload a logo for a professional look.
  </Step>

  <Step title="Set the timezone">
    All event times display in this timezone. Set it once, correctly — a wrong timezone causes scheduling confusion across the whole team.
  </Step>

  <Step title="Add contact details">
    Used on member-facing communications and your booking page.
  </Step>
</Steps>

***

## Positions

Define the roles you staff for — Lead Vocals, FOH Engineer, Tour Manager — once, at the org level, so they're consistent across every gig, call list, and onboarding flow.

<Card title="Positions" icon="id-badge" href="/organization/teams/positions">
  Create and manage the position catalog.
</Card>

***

## Onboarding

Design what new members do when they join. Steps can collect profile details, positions, custom fields, and documents.

### Phone verification

An onboarding form can require **phone verification**. When a phone field is required, the member verifies the number (via SMS) before continuing; optional phone fields can be skipped.

<Note>
  Each onboarding form step supports a single phone-verification field.
</Note>

### Positions step

Add a **Positions** step so members select the roles they can fill. They choose from your active [position catalog](/organization/teams/positions), and Soundcheck saves those to their member profile — create the positions first so the step has the right choices.

<Card title="Manual-onboarded override" icon="circle-check" href="/organization/members#the-manual-onboarded-override">
  Mark an experienced member onboarded without forcing every step.
</Card>

***

## Departments

When the **Departments** feature is enabled for your org, a Departments tab lets you group members into bands or departments within a single organization — useful for agencies running several acts under one roof.

<Info>
  Departments is a gated feature. If you don't see the tab, it isn't turned on for your organization.
</Info>

***

## Connections (integrations & finance)

Integrations and financial connections live under a single **Connections** tab in organization settings.

<Info>
  The Connections tab appears when your organization has **finance** or **white-label** features enabled — generally on premium/finance plans. Without those, the tab is hidden and there's nothing to configure there.
</Info>

Connections is where you wire up:

* **Financial connections** — the payout setup that powers gig payments
* **Integrations** — external services connected to your org

<Card title="Gig payments" icon="money-check-dollar" href="/features/gigs/payments">
  How member payouts work once your financial connection is set up.
</Card>

<Card title="CRM integrations" icon="plug" href="/crm/integrations/n8n-crm-sync">
  Deeper data sync (HubSpot ↔ Flex, portal forms) for teams that need it.
</Card>

***

## Multi-organization

You can belong to several organizations — playing in multiple bands, managing several acts, or working as both performer and crew.

* Use the **organization selector** to switch; all data switches with it.
* Each org has its own gigs, setlists, positions, settings, and subscription.
* Your **role can differ** in each org.
* Data is fully isolated — members of one org never see another's data, even if the same person belongs to both.

***

## Setup checklist

<Steps>
  <Step title="Profile">
    Name, logo, timezone, contact details.
  </Step>

  <Step title="Positions">
    Create the roles you staff for.
  </Step>

  <Step title="Onboarding">
    Decide what new members complete on join.
  </Step>

  <Step title="Invite your core team">
    Owners/admins first, then regular members. Mind your [seat limit](/organization/members#seat-limits).
  </Step>

  <Step title="Connections (if premium)">
    Wire up payouts and any integrations.
  </Step>

  <Step title="Create your first gig or import">
    Add an event, or bulk-load an existing schedule.
  </Step>
</Steps>

***

## Managing your subscription

Owners manage the plan and billing from **Settings → Subscription**: view the current plan, upgrade or downgrade, update payment methods, and download invoices.

<Card title="Compare plans" icon="credit-card" href="/subscriptions/plans">
  Features and seats by tier.
</Card>

***

## Troubleshooting

<AccordionGroup>
  <Accordion title="I don't see the Connections tab">
    Connections only appears when finance or white-label features are enabled for your org — typically on premium/finance plans.
  </Accordion>

  <Accordion title="I don't see the Departments tab">
    Departments is a gated feature and isn't enabled for every org.
  </Accordion>

  <Accordion title="Settings won't save">
    Confirm you have an owner or admin role, and that you're viewing the correct organization.
  </Accordion>
</AccordionGroup>

***

## Next steps

<CardGroup cols={2}>
  <Card title="Managing members" icon="users" href="/organization/members">
    Roster, seats, and onboarding
  </Card>

  <Card title="Roles & permissions" icon="user-shield" href="/organization/roles-permissions">
    Who can do what
  </Card>

  <Card title="Positions" icon="id-badge" href="/organization/teams/positions">
    The role catalog
  </Card>

  <Card title="Subscription plans" icon="credit-card" href="/subscriptions/plans">
    Features by tier
  </Card>
</CardGroup>

## Related reading

<CardGroup cols={2}>
  <Card title="Start and scale an entertainment agency in 2026" icon="newspaper" href="https://soundchecklive.io/blog/blog/start-entertainment-agency-2026">
    Build talent rosters, manage gigs, and scale agency operations.
  </Card>

  <Card title="A smarter way to run music operations" icon="newspaper" href="https://soundchecklive.io/blog/blog/music-operations-platform-soundcheck-live">
    How Soundcheck centralizes gigs, teams, and payments.
  </Card>
</CardGroup>