---
title: Organization setup
category: administration
order: 1
lastUpdated: 2026-06-08
featureAvailability: GA
roles: [admin, district-admin]
navigationPath: Administration → Organization
relatedArticles: [administration/branding, administration/teachers, administration/facilitators, integrations/sso]
---

## At a glance

- **Who uses it:** School or district administrators.
- **When to use it:** Once during setup, then revisit when school name, time zone, or retention policy changes.
- **Permissions required:** Administrator (school admin) or District administrator.
- **Navigation path:** Administration → Organization.

## Purpose

The Organization page is the canonical record of your school or district in AmplifyED. The values you set here drive timestamps in reports, the "from" name on outbound email, FERPA retention behavior, and how teachers and parents see your school across intake forms and notifications.

## Before you begin

- Confirm the legal name and short display name your district uses externally.
- Decide on a case-retention period (1–25 years; most districts use 7).
- Have a reply-to email address ready — usually a monitored shared inbox, not a personal address.

## Step-by-step

1. Go to **Administration → Organization**.
2. Set or confirm:
   - **Organization name** — what staff, teachers, and parents see in emails and intake forms.
   - **Slug** — appears in public intake URLs (`/intake/<slug>`). Change with care — old links break.
   - **Organization type** — School or District.
   - **Time zone** — drives all timestamp displays and scheduled report windows.
   - **Reply-to email** — where replies to AmplifyED notifications go.
   - **Case retention (years)** — how long closed cases remain readable before they enter retention deletion.
3. Click **Save**. Changes are audit-logged.

[SCREENSHOT: admin-org-settings-form]
_Administration → Organization, full settings form with name, slug, time zone, and retention populated._

## Tips & best practices

- Pick the slug carefully on day one. Changing it later forces you to redistribute every intake link.
- Use a shared inbox for **Reply-to** so coverage doesn't depend on one person.
- Match **Case retention** to your district records-retention schedule, not your IT default.

## Common mistakes

- Setting the time zone after import — historical timestamps already render in whatever zone was active when the data landed.
- Using a personal email as reply-to — replies stop when that staff member leaves.

## Related articles

- [Branding](/help/administration/branding)
- [Managing teachers](/help/administration/teachers)
- [Single Sign-On (SSO)](/help/integrations/sso)
- [Data retention & deletion](/help/procurement/data-retention-deletion)

## FAQ

**Can I rename the organization without breaking anything?**
Yes — the display name updates everywhere immediately. The slug is the only field that breaks shared URLs.

**Does changing case retention delete old cases right away?**
No. Retention deletion runs on a schedule. Shortening the window only affects cases that fall outside the new range going forward.