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Organization Settings 

Organization settings is where administrators manage users, sign-in, billing, LMS connections and organization-wide features and defaults.

Open Organization settings

Select the gear icon at the bottom left of the screen. You'll only see it if you're an administrator.

Tabs at a glance

Tab What you can do
User management Invite, upload, export and manage users and roles. See User Management.
Authentication Verify your email domain and set up SAML single sign-on.
Plan & billing See your plan, last payment and upcoming payment.
LMS connections Connect Canvas, D2L Brightspace, Blackboard or Moodle, and view registrations.
Metadata definitions Define reusable organization fields (e.g. Course ID, LMS User ID) for surveys and participant groups.
Features Turn features on or off for everyone, and lock them.
Defaults Set the default settings new polls start with, and lock them.

Authentication

  1. Domain verification: select Add domain and complete verification. You must do this before turning on SAML SSO.
  2. SSO connection: set up Generic SAML (select Continue setup to resume a setup in progress).

LMS connections

Choose your LMS tile and follow the recommended option:

LMS Recommended option
Canvas Option 1: Install via Canvas App Search
D2L Brightspace Option 1: Configure with Dynamic Registration
Blackboard Option 1: Register with Client ID
Moodle Option 1: Configure with Dynamic Registration

Your existing connections appear under Registrations.

Metadata definitions

System fields (Email, First Name, Last Name, Name, Instructor) come from SSO and your LMS. You can add Organization fields (e.g. Course ID, Course Title, LMS User ID) with New definition.

Features

Organization-wide switches. Each can be left as Anyone can change or locked.

Group Feature
Artificial intelligence Artificial intelligence
Apps & integrations PowerPoint navigation · Poll Everywhere Live navigation · LTI roster email warn only · LTI roster auto invite
Participation Attendance management · Response history
Miscellaneous Organization sharing

Defaults

Organization defaults for Presentation, Questions (including which Question types members can create) and Participation. See Setting Poll Defaults.

If you have any questions or run into issues, please contact the Technical Support team.