> ## Documentation Index > Fetch the complete documentation index at: https://docs.hiveinspect.com/llms.txt > Use this file to discover all available pages before exploring further. # Organization Settings: Company-Wide Options in Hive Inspect > Every Org Settings option in Hive Inspect: annotation prompts, publishing rules, location tags, booking rules, agreements, email color and sender domain. In the dashboard: **Org Settings** (sidebar) **Org Settings** holds the settings for your whole company. A change here applies to every inspector, every report and every booking, not just to you. For your own name, signature, hours and start times, use [Profile Settings](/settings/profile-settings). ![The Organization Settings page: Manage your organization's branding, defaults, and preferences. Four closed sections: Report Writing, 6 settings, Annotation prompts, publishing rules, and location tags; Scheduling, 11 settings, Timezone, calendar engine, booking restrictions, and scheduler options; Business Management, 7 settings, Agreements, client order changes, notifications, branding, and units; Sender Email Verification, 1 setting. Below them a Business Tools card with shortcuts such as Agreements, Services & Fees, Discount Codes and Payments](https://mintcdn.com/hiveinspect-43c85ed1/L7KjYs7rRPxImGOp/images/settings/org-settings-page.png?fit=max\&auto=format\&n=L7KjYs7rRPxImGOp\&q=85\&s=94765a9e5ac95201f4911813026bbd71) The page has four sections. Click a section to open it: | Section | What's in it | | - | - | | [Report Writing](#report-writing) | Annotation prompts in the mobile app, the rule to finish every section before publishing, and location tags | | [Scheduling](#scheduling) | Time zone, calendar, your Google Calendar connection, online booking rules, calendar events for drafts and waiting inspections, and the thank-you message | | [Business Management](#business-management) | Agreement signatures, email color, inspector contact info, locking client order changes, daily schedule emails, report activity emails and distance units | | [Sender Email Verification](#sender-email-verification) | Send your emails from your own company address | Under the sections, a **Business Tools** card has a shortcut to every business tool. See [Business Tools shortcuts](#business-tools-shortcuts). ## Save your changes As soon as you change something, a bar appears at the bottom of the screen that reads **You have unsaved changes**. Click **Save**. You see **Settings Updated**. * **Saves on its own:** connecting or disconnecting Google Calendar, and everything in **Sender Email Verification**. You don't need to click **Save** for these. * **Partially saved:** location tags save separately from the other settings. If you see **Partially saved**, one of them didn't save; click **Save** again. * **Leaving the page:** your browser warns you if you close or reload the tab with unsaved changes. Clicking a link in the sidebar doesn't warn you, so save first. > [!WARNING] > > **Anyone on your team who signs in can open Org Settings and change it.** The changes apply to the whole company. Agree with your team who looks after these settings. ## Report Writing ![The Report Writing section. Annotation Prompts with four switches: Information Fields (Default: Off), Limitation Fields (Default: Off), Recommendation Fields (Default: On, switched on) and Hive Copilot Photos (Default: Off), and a How it works box. Publishing: Require completed sections to publish, Default: Off. Location Tags with three groups of tags such as Basement, Attic, North, South, Kitchen and Bedroom, each with an Add new tag box and an Add button](https://mintcdn.com/hiveinspect-43c85ed1/DqhshxUnYwHJ5WHL/images/settings/org-report-writing.png?fit=max\&auto=format\&n=DqhshxUnYwHJ5WHL\&q=85\&s=ea181fb058f8a95768394852271fb840) ### Annotation Prompts When a prompt is on, the mobile app offers to mark up each photo right after you take it, so you can draw an arrow or circle on the problem. When it's off, the photo is saved straight away and you can still mark it up later. | Switch | Default | When it prompts | | - | - | - | | **Information Fields** | Off | After a photo on an information field | | **Limitation Fields** | Off | After a photo on a limitation field | | **Recommendation Fields** | On | After a photo on a recommendation (defect) field | | **Hive Copilot Photos** | Off | After each photo in AI Report mode | Most inspectors keep it on for defects and off for information and limitations. * **They only change the mobile app.** The Web Editor doesn't prompt. * **They're for the whole company.** Every inspector gets the same prompts. * **You can also change them in the app:** open the profile screen, then **Organization Settings → Annotation Settings**. There they're called **Annotate Information**, **Annotate Limitation**, **Annotate Defect** and **Annotate Hive Copilot**. The app screen also has the default annotation shape and color. The app picks up changes made on the web the next time it opens. ### Publishing: Require completed sections to publish Off by default. When it's on, a report can't be published until every section and subsection has been visited, the green check in the report's section list. * **When a subsection counts as visited:** when someone opens it and every text and multiple-choice field in its information part has an answer. A subsection with only checkboxes counts as soon as it's opened. Limitations never hold it back. Hidden and deleted sections are skipped. * **Where publishing is blocked:** the **Publish** button in the Web Editor, **Publish All** on the inspection page, and publishing from the mobile app. Hive lists the sections still to finish, with how many subsections are done in each, so you can open them. * **Unpublishing** is never blocked. See [Review before publishing](/inspections-and-reports/review-before-publishing). ### Location Tags Location tags are the short labels inspectors add to photos and comments to say where something is, such as **2nd Floor**, **North** or **Kitchen**. Inspectors pick them in the mobile app and in the Web Editor. There are three groups. A new company starts with: | Group | Starting tags | | - | - | | **Group 1** (floors and levels) | 1st Floor, 2nd Floor, 3rd Floor, Basement, Crawlspace, Attic, Master | | **Group 2** (directions) | North, South, West, East, Northwest, Northeast, Southwest, Southeast | | **Group 3** (rooms) | Kitchen, Dining Room, Living Room, Bedroom, Bathroom, Garage | * **Add a tag:** type it in **Add new tag...** and click **Add**. A tag can't be empty or already in the group. * **Remove a tag:** click the **X** on it. * **Reorder:** drag a tag by its handle. Tags move within their own group only. * Click **Save** when you're done. The mobile app has the same list under **Organization Settings → Location Tags** on the profile screen. ## Scheduling ![The Scheduling section: Organization Timezone Pacific Time (PT); Calendar Engine with Hive Calendar selected and Google Calendar; Google Calendar Connection showing Connected to Google Calendar with a Disconnect button; Don't allow scheduling within 48 hrs; Buffer time after each inspection 0.5 hrs; switches for Show Pricing on Online Scheduler, Let Clients Look Themselves Up on Online Scheduler and Auto-fetch Property Info; Create calendar event for draft status inspections and for waiting status inspections; and a Scheduler Confirmation Message editor with a Reset to default button](https://mintcdn.com/hiveinspect-43c85ed1/DqhshxUnYwHJ5WHL/images/settings/org-scheduling.png?fit=max\&auto=format\&n=DqhshxUnYwHJ5WHL\&q=85\&s=2918ad95761af96bf9adf35a751908fe) Most of these settings change your online scheduler. The [online scheduler page](/how-tos/scheduling-widget#settings-that-change-the-widget) shows what each one looks like to clients. ### Timezone Pick your company's time zone from **Organization Timezone**. Search by name, city or offset. US and Canadian zones are listed first. Hive uses it for the times clients can book online, the daily schedule email, automation sleep hours, dates and times in emails and agreements, the signing time on agreements, dates in reports, and your calendar. If times are off by an hour, check this first. See [My times are off by an hour](/faq/scheduling#change-time-zone). ### Calendar Engine Decides which calendar your team calendar and availability come from. It applies to everyone as soon as you click **Save**. * **Hive Calendar:** inspections, events and time off are kept in Hive. Availability comes from Hive only. Team members can still connect Google to get a copy of their events. * **Google Calendar:** Hive reads each team member's connected Google Calendar to check when they're busy. Every inspector needs to connect Google. An inspector who hasn't connected looks free all day. Inspections are added to connected Google Calendars in both modes. ### Google Calendar Connection This is personal: it connects the Google account of whoever is signed in, not the whole company. Click **Connect Google Calendar**, sign in to Google and allow access. You come back to the calendar page. To stop, click **Disconnect**. It saves on its own. See [Connect Google Calendar](/onboarding/google-calendar). ### Scheduling Restriction **Don't allow scheduling within \_\_\_ hrs** is the minimum notice for online bookings. With 24, a client can't book anything in the next 24 hours. **0** lets clients book later the same day. It only applies to the online scheduler. Your team can still book any time from the dashboard or the mobile app. ### Buffer Between Inspections **Buffer time after each inspection** keeps free time after each busy block, for driving or writing up. It's added after inspections, and after events and time off that block your calendar, but not before them. Use steps of 0.25 hours (15 minutes). It applies to the online scheduler and to the times offered when you reschedule. It doesn't stop you from booking back-to-back on the New Inspection page. **Example:** you have a 3-hour inspection at 9 AM and a 12 PM start time. With no buffer, 12 PM is offered. With a 0.5-hour buffer it isn't, because the first inspection ends at 12 PM. ### Show Pricing on Online Scheduler On by default. Off hides service and add-on prices, the estimated total and the discount code box on your online scheduler, and prices on your public page. The [quote widget](/how-tos/quote-widget) always shows prices. ### Let Clients Look Themselves Up on Online Scheduler Off by default. On adds a search button to the client's name on the first step of the online scheduler. A returning client types their name, taps search and picks themselves to fill in their details. Agent and additional contact names are always searchable. ### Auto-fetch Property Info On by default. When an address is picked from the suggestions, Hive fills in the property type, square footage, year built, bedrooms and bathrooms, and adds a street photo of the property to the top of the inspection and the report cover. It works on the online scheduler, the quote widget, the New Inspection page in the dashboard and inspections created in the mobile app. When it's off, Hive looks nothing up: you or the client type in the property details, and no street photo is added. You can still upload your own property photo on the inspection. ### Google Calendar Events for Draft Inspections **Create calendar event for draft status inspections** is off by default. * **Off:** calendar events are only created when an inspection is confirmed. * **On:** an event is also created for each assigned inspector as soon as a draft is saved, and kept up to date while you edit the draft. With Hive Calendar, drafts also block that time. * **When you confirm:** the draft's events are deleted and new ones are created. * **Changing a confirmed inspection back to draft** keeps its events. ### Google Calendar Events for Waiting Inspections **Create calendar event for waiting status inspections** works the same way for inspections in **Waiting** status, which is where online bookings land. **Turn this on if you take online bookings.** With it off, a waiting booking doesn't hold its time, so another client can book the same slot before you confirm. See [What happens after a client books](/how-tos/scheduling-widget#what-happens-after-a-client-books). ### Scheduler Confirmation Message The message clients see on the thank-you screen after they book online. It's shown under the automatic line **Thanks for scheduling the inspection for \[date] at \[time].** The default is **You will hear back soon from the Inspector. Have a great rest of the day!** Use the editor to write your own, with bold, lists and links. **Reset to default** puts the default back, and so does clearing the message. Click **Save**. ## Business Management ![The Business Management section: Require User Signature for Agreements (Default: On, switched on); Email Brand Color with a color picker set to #0176DF and Reset to default; Show the inspector's own phone and email (Default: Off); Lock services and add-ons after booking (Default: Off); Send Daily Schedule Emails (Default: Off); Email me on report activity, which sends to office@riverahomeinspections.com; and Measurement Units with Imperial (US) selected and Metric (Canada & others). Each has a How it works box](https://mintcdn.com/hiveinspect-43c85ed1/L7KjYs7rRPxImGOp/images/settings/org-business-management.png?fit=max\&auto=format\&n=L7KjYs7rRPxImGOp\&q=85\&s=d2cb1c5f47a77f4d95ffab33db371297) ### Agreement Signature Requirement **Require User Signature for Agreements** is on by default and recommended. | Setting | What the client sees when signing | | - | - | | **On** | **Review & Sign**: they read the agreement, draw their signature under **Your signature**, and click **Sign Agreement**. | | **Off** | **Confirm & Submit**: they type their name to accept, with a note that a digital signature isn't required, and click **Submit Agreement**. | Either way, the client must enter their full name and fill any initials boxes in the agreement. See [Agreements](/business-tools/agreements). ### Email Brand Color **Header & Signature Color** colors the band at the top of your emails and the inspector signature at the bottom. Your logo sits on this color, so pick one that white text and your logo stand out on. * Pick a color, or paste a 6-digit hex code such as `#0071e3`. Hive makes a darker shade for the gradient and bottom border. * **Reset to default** goes back to Hive blue, `#0071e3`. * It applies to automations, emails you compose, contractor quote emails and report activity emails. Hive's own emails to your team, such as invitations and the daily schedule, stay blue. ### Inspector Contact Info **Show the inspector's own phone and email** is off by default. * **Off:** the inspector card on reports and emails shows your company phone and email for every inspector. * **On:** each inspector card shows that inspector's own phone and email from their Profile Settings. If either is blank, the company's is used. It applies to the inspector card on PDF report covers (including TREC and Florida forms), the inspector signature in emails (automations and composed emails) and the inspector card in the client portal. The company header on report covers and the reply address on emails always use your company details. ### Client Order Changes **Lock services and add-ons after booking** is off by default. * **Off:** clients can add or remove the add-ons you offer, from the inspection review link and from **Order Details** in the client portal. * **On:** those buttons are removed once an inspection is booked. The review link asks the client to contact you to change their order. It applies to new and existing inspections as soon as you save. A client can still choose add-ons on a quote they haven't accepted yet, and your team can always change the order from the dashboard. ### Daily Schedule Email Notifications **Send Daily Schedule Emails** is off by default. When on, each inspector gets an email shortly after 5:00 PM, in your company's time zone, with the next day's inspections (addresses, services and client details) and events. * **Who gets it:** the owner and sub-inspectors. * **Nothing booked tomorrow:** that person gets no email. * **Once a day:** each person gets it once for each day. ### Report Activity Notifications **Email me on report activity** is off by default. When on, your **Company Email** gets a short email when a client or agent: * opens the client portal * clicks **View on Web** * clicks **View PDF** * opens an additional document The email has the viewer's name and email, what they did, the property and a link to the inspection. You get at most one email for each viewer on each inspection per hour. Your own previews and sample reports aren't counted. Turned off, nothing is emailed, but you can still see the activity on the **Portal Activity** page. You need a **Company Email** in [Profile Settings](/settings/profile-settings#company-information) to turn it on. Without one, the switch is greyed out. ### Measurement Units Choose how distances are shown: * **Imperial (US),** the default: miles. * **Metric (Canada & others):** kilometers (1 mile = 1.609 km). It changes the [Mileage Tracker](/how-tos/mileage-tracker) totals and export, the route card on the dashboard and Hive AI's mileage answers. Recorded mileage is stored in miles and never changes. Distance price modifiers and an inspector's **Maximum Travel Distance** always use miles. ## Sender Email Verification ![The Sender Email Verification section. By default, account emails are sent as Your Company via HiveInspect. A status box reads Sending via HiveInspect (default). Fields Send emails from (e.g. inspections@yourcompany.com, must be on your own company domain, not Gmail, Yahoo or Outlook) and Display name (optional), a Start verification button, a Step-by-step setup guide button and a How this protects deliverability box](https://mintcdn.com/hiveinspect-43c85ed1/DqhshxUnYwHJ5WHL/images/settings/org-sender-email.png?fit=max\&auto=format\&n=DqhshxUnYwHJ5WHL\&q=85\&s=eb0f0c80960e277abf057fb853a0cc8e) By default your emails come from Hive as **Your Company via HiveInspect**, and replies go to your Company Email. Verify your own domain and they come from your own address instead, such as `inspections@yourcompany.com`. This shows your brand and helps your emails reach the inbox. Everything in this section saves on its own. ### 1. Enter your sending email In **Send emails from**, type an address on your company's own domain. Gmail, Yahoo or Outlook addresses don't work. **Display name** is optional; it's usually your company name and defaults to it. Click **Start verification**. ### 2. Make sure replies reach you Replies go to the address you entered. If you already have email at your domain (Google Workspace, Microsoft 365 or your web host), you're set. If you only use a free inbox like Gmail, set up email forwarding from the new address to your inbox first. Your domain provider may include it, or use a free service such as Cloudflare Email Routing. ### 3. Add the DNS records Hive shows the records to add at your domain provider (GoDaddy, Cloudflare, Namecheap and so on), with copy buttons. The 3 **DKIM** records (CNAME) are required. The **Return-Path / SPF** records (MX and TXT) are optional and add a little extra deliverability. Enter the **Name / Host** exactly as shown; most providers add your domain to it for you. ### 4. Check verification DNS changes take from a few minutes to about 48 hours. Click **Check verification**. When DKIM changes from **Pending** to **Verified**, you see **Domain verified!** ### 5. Activate Turn on **Activate sending from your domain**, then click **Send test email** to check. Until you verify and activate, emails keep coming from Hive, so nothing changes in the meantime. * **Keep the DNS records.** Removing them stops your domain from sending. * **Switch back:** turn off **Activate sending from your domain**, or click **Remove custom domain** to start over. Emails then go back to **Your Company via HiveInspect**. * **Need help?** Click **Step-by-step setup guide**, then **Request Hive staff setup** to fill out a short form, and our team sets it up with you. ## Business Tools shortcuts The **Business Tools** card at the bottom links to every business tool, such as **Agreements**, **Services & Fees**, **Discount Codes**, **Payments**, **Widget Integration**, **Custom Fields**, **Report Customization** and **Review Engine**. Click the **i** on a tile to read what the tool does. You see the card if you're the owner or have the **Business Tools** permission. It's the same list as the **Business Tools** page in the sidebar. ## Settings found elsewhere Some company-wide settings are elsewhere: | You want to change | Go to | | - | - | | Company name, logo, phone, email, address, default inspector | [Profile Settings](/settings/profile-settings#company-information) | | Report look, summary, cover page and PDF options | [Report Customization](/how-tos/report-customization) | | Recommendation services on defects | [Recommendation Services](/how-tos/recommendation-services) | | Team members and permissions | [Team Settings](/settings/team-settings) | | Each inspector's start times and travel distance | [Profile Settings](/settings/profile-settings#weekly-availability-schedule) or [Team availability](/settings/team-settings#team-availability) | | Card payments, fees and payout account | [Payment settings](/how-tos/payment-settings) | ## FAQ > **I changed a setting but nothing happened. Why?** > > Check that you clicked **Save** on the **You have unsaved changes** bar at the bottom. If you leave the page by clicking the sidebar, unsaved changes are lost. > **Can I stop inspectors publishing a report with sections not done?** > > Yes. Open **Report Writing** and turn on **Require completed sections to publish**, then click **Save**. Reports can't be published until every subsection has its green visited check. > **How do I add my own location tags?** > > Open **Report Writing**, type the tag in **Add new tag...** under the right group, click **Add**, then **Save**. Inspectors see it in the mobile app and the Web Editor. > **How do I stop online bookings for tomorrow?** > > Open **Scheduling** and set **Don't allow scheduling within** to the hours of notice you need, such as **24** or **48**, then **Save**. > **How do I keep a gap between inspections?** > > Set **Buffer Between Inspections** in **Scheduling**, for example **0.5** for 30 minutes. Clients can then only book after the gap. > **How do I hide prices on my online scheduler?** > > Turn off **Show Pricing on Online Scheduler** in **Scheduling** and click **Save**. The quote widget still shows prices. > **How do I stop the street view photo being added to new inspections?** > > Open **Scheduling**, turn off **Auto-fetch Property Info** and click **Save**. New inspections then get no Google Street View photo (the property image at the top of the inspection and on the report cover), and property details aren't looked up. Inspections you already have keep their photo. You can still upload your own property photo on an inspection. > **Can clients accept an agreement without signing?** > > Yes. Turn off **Require User Signature for Agreements** in **Business Management**. Clients then type their name and click **Submit Agreement**. > **Can my emails come from my own email address?** > > Yes. Use **Sender Email Verification** to verify your company domain, then turn on **Activate sending from your domain**. It needs an address on your own domain, not Gmail or Outlook. > **Why can't I turn on report activity emails?** > > You don't have a **Company Email** yet. Add one in **Profile Settings → Company Information**, save, then come back. > **How do I get each inspector's own phone on their reports?** > > Turn on **Show the inspector's own phone and email** in **Business Management**. Each inspector adds their phone under **Personal Information** in their Profile Settings. ## Related * [Profile Settings](/settings/profile-settings) * [Team Settings](/settings/team-settings) * [Online scheduler](/how-tos/scheduling-widget) * [Report Customization](/how-tos/report-customization) This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.