All organization and user settings can be accessed from the Main menu in the upper right corner of your Evalato workspace. From there, you can set up your profile, notifications, app integrations, and billing. You can also add email addresses for your organization, invite people to help you, as well as see a list of your programs.

Click on the organization you want to edit from the Main menu. Once this is done you will see the Organization dashboard tab with a list of your programs, as well as the Organization menu that lets you change a number of settings for your organization.

General settings

The general settings is where you can make changes to the name of your organization, its location, time zone, and the date/time format. Keep in mind that changes to your organization’s Time zone can also change the time automatic emails are sent, as well as the time when the various phases start and end. You can also Delete organization if you are the owner.

Co-workers

You can invite people to help you with the workload. Click Co-workers on the Organization menu, then on the Add co-worker button, and enter the email address of the person you wish to invite to your organization.

Email addresses

Adding an email address lets you use it as the "Reply to" email (set from Emails > Send options), which is where you'd receive replies to your automatic emails. To add a new email address to your organization simply click the Add email address button. You will have to check your inbox and confirm that the address is valid.

You can also use a custom email address for automated communication through Evalato. Go to Organization menu > Email addresses and press Set-up new domain. Enter the domain of the email address/es you wish to use. The system will provide you with the information you need to configure the DNS records for each of the domains you use as part of your sender addresses. This allows the system to validate the domain, so you can then add email addresses associated with it.

Once validated, you can add an email from that domain and check your inbox to verify it. Validated emails can be used for automated email communication through the system, as set from Emails > Send options.

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