Configure general settings

Members of the default administrator role or custom roles with the appropriate administrative privileges can configure general settings for the site. You can enter a name, logo, and summary for your site. You can also choose a short name for the organization, specify the default language and region, create a custom contact link, define a shared theme for web apps created by organization members, and make web apps available to organization members.

  1. Verify that you are signed in as a default administrator or custom role with the appropriate privileges to manage organization settings.
  2. At the top of the site, click Organization and click the Settings tab.
  3. Click General.
  4. Configure any of the following general settings:

Organization profile

The organization profile includes options for a name, logo, and summary for your organization. This information is displayed for organization members and visitors to your website.

In the Name text box, provide a name that will appear on the home and organization pages, in the gallery title, and in any correspondence with members of your organization. The name can contain up to 55 characters.

To add a logo, click Upload logo and browse to the image file on your computer. The logo appears on the organization page. Acceptable image formats are PNG, GIF, and JPEG. For best results, the logo should be 300 pixels wide by 300 pixels high. Pan and zoom to what you want to appear in your logo. Depending on the size and resolution of your image file and how far you zoom in to customize the thumbnail, the image can be resampled and scaled when it's saved. To remove your existing logo, click Delete.

Provide a short summary for your organization that will appear on the sign-in page associated with your custom apps and sites by clicking Add a summary. The summary can contain up to 310 characters.

Organization verification

As an administrator with the appropriate privileges, you can request that Esri validate your organization's identity by making it a verified organization. Verified organizations can designate items they have shared with everyone (public) as authoritative. Designating public items as authoritative makes it easier for others inside and outside your organization to find reliable, up-to-date content. These items are also boosted in search results and are returned when the Authoritative Status filter is applied.

When public items are designated as authoritative, they are identified with an authoritative badge and the name of the organization as the item owner. The item owner link displays a pop-up with information about the organization and links to its gallery and home pages.

Tip:

As a best practice, keep your home page current and provide accurate contact information, if applicable. For ideas about customizing the home page, see Best practices for creating an organization home page.

To determine the member who manages an authoritative public item, review the Overview tab of its item page. To find other items owned by or managed by that member, search by their username using the owner field in your search string (such as owner:esrica).

Note:

The following types of organizations can't be verified:

  • Personal Use
  • Trials
  • Evaluations
  • Developer Accounts

Get verified

To submit a request to become a verified organization, click Verify organization.

Note:

Before clicking Verify organization, ensure that anonymous access is enabled for your organization and that your organization name matches your customer name. Verified organizations must allow anonymous access to ensure that all users can learn about the organization providing the authoritative data when they click the item owner link on the item page.

Clicking Verify organization results in the following:

  • A draft email addressed to Esri Customer Service appears. It is recommended that you do not alter the text in the email.
  • Send the email to Esri Customer Service. Once Customer Service receives the email, Esri validates your organization's identity by verifying that your organization name matches your customer name.
  • Once Esri confirms that the organization name and customer name are the same, your organization is granted verified status. The Verify organization button changes to a Verified badge within 24 to 48 business hours after the email is received.
    Note:

    If the organization name and the customer name are not the same, your organization cannot be verified. Refer to the following section to learn how to resolve this.

Resolve verification issues

Esri cannot verify your organization if your organization name does not match your customer name. If these names are different, the administrative contacts for your organization will receive an email notification from Esri and the Verify organization button will remain. To resolve this issue, update your organization name to match the customer name and click Verify organization again to restart the organization verification process.

Remove your verified status

Once your organization is verified, the organization name cannot be changed and anonymous access cannot be disabled. Verified organizations that need to change their organization name or disable anonymous access for any reason must have their verified status removed before making these changes.

To remove your verified status, you can either remove the authoritative designation from all public items in the organization or change the sharing status of the items so they are no longer shared with everyone.

  1. Do the following to find all authoritative public items in the organization:
    1. At the top of the site, click Content and click the My Organization tab.
    2. Expand the Sharing filter and click Everyone (public).
    3. Expand the Status filter and click Authoritative.
  2. For each item returned, click the name of the item to open its item page and do one of the following:
    • To remove the authoritative designation, click the Settings tab, and under Content Status, click Undo.
    • To change the sharing status, click the Overview tab, click Share, change the sharing level, and click Save.
  3. Contact Esri Customer Service to remove the verified status from your organization.
  4. Once your organization is no longer verified, change the organization name or disable anonymous access as needed.

Contact link

Click Set up and enter a website URL or mailto: link for the custom Contact Us link at the bottom of the site. Be aware that if your organization allows anonymous access, anyone who finds your URL will be able to see your contact information. Check the Enable box to show the contact link and click Save. Uncheck the box to hide the contact link. The Contact Esri link always appears in the footer; you cannot hide it.

Organization defaults

You can set your organization's default region, language, number and date format, and short name.

Region

Choose the default region for your organization. The region determines the default basemap gallery, the default basemap, and the default extent for new maps. (You can also specify your organization's basemaps and map extent through the map configuration.)

Language

Choose the default language for members of your organization. The language you specify determines the language that appears in the user interface, as well as the way time, date, and numerical values are displayed. Individual organization members and those with public accounts can change the language through their settings page.

If you allow anonymous access to your site, consider setting your organization's language to Browser Default. Anonymous users will see ArcGIS Online in the locale of their browser. Signed-in users who have configured the language in their user settings will see that language.

Number and date format

If the language in your profile is set to English, French, German, Italian, or Spanish, you can change the way numbers and dates are displayed in ArcGIS Online. For example, if the language is set to English, you can choose to display dates and numbers using the formats defined in the Common Locale Data Repository (CLDR) for Australia, Great Britain, Canada, or the United States. Some restrictions apply.

To specify a number and date format for any of these languages, select one of the locale options from the Number and date format drop-down menu.

Individual organization members and those with public accounts can change the number and date format through their settings page.

Short name

Create a custom short name—for example, an acronym or abbreviation—for your organization.

Note:

The short name uniquely defines the URL to your organization; therefore, it is recommended that you carefully consider the name you want to use. There are also important considerations for changing the short name if required.

The short name can contain up to 16 characters, including the following:

  • Letters (a–z)—Use Latin characters that don't have diacritical marks such as an umlaut.
  • Numbers (0–9)
  • Hyphens (-)
    Note:

    Hyphens cannot be used at the beginning or end of the short name URL.

Administrative contacts

Choose the administrator or administrators who will be listed as points of contact. The specified administrators and their email addresses will be listed as points of contact in the automatic email notifications sent to organization members when they request password resets, help with their usernames, modifications to their accounts, or any issues related to the allocation of credits to their accounts. The points of contact also receive email notifications about the status of the organization's request for verification, the organization's subscription and credit status, when a member has used 100 percent of their credit allocation limit, and provider-specific ArcGIS Marketplace emails.

Esri User Experience Improvement program

For Esri User Experience Improvement Program, turn on the Send anonymous usage data toggle button to allow ArcGIS Online to collect usage information from members of your organization to improve the user experience. You must turn on this setting to use the web analytics options (such as Google Analytics) that are available in ArcGIS Instant Apps and ArcGIS StoryMaps.

ArcGIS Online works continuously to improve its products, and one of the best ways to determine what needs improvement is through customer feedback. The Esri User Experience Improvement program (EUEI) allows your organization to contribute to the design and development of ArcGIS Online. The program collects information about the usage of ArcGIS Online, including hardware and browser characteristics, without interrupting work. The program is optional and anonymous; none of the information collected is used to identify or contact members of your organization.

Shared theme

Specify the brand colors and logo (if needed) to apply to apps created with ArcGIS Experience Builder, Instant Apps, Web AppBuilder, and ArcGIS Configurable Apps templates, stories created with classic Esri Story Maps, and Open Data sites created by members of your organization.

To specify colors, click Manage shared theme colors and set the colors for your headers, buttons, and body. A contrast ratio appears for the shared theme colors you specify. Contrast ratio is a measure of legibility based on WCAG 2.1 accessibility standards; a contrast ratio of 4.5 is recommended to adhere to these standards.

To specify a logo, click Upload shared theme logo to upload an image file that will be stored as a public item in your content. You can also make the logo clickable by entering the target website URL in the Logo link text box. These settings will be applied automatically to any new supported apps and Open Data sites that members of your organization create. Currently, most classic Story Maps and other configurable apps support Shared theme.

Navigation bar

Use the Page visibility setting to specify who can access the main website pages—gallery, groups, and so on—and the search from the navigation bar at the top of the site. For example, you can make the Groups link visible for organization members only or for everyone who visits the site. Click Manage navigation bar links, select the desired options, and click Save.

Note:

The Home link is always visible to everyone and the Content link is always visible to organization members. The Organization link is visible to members who have the appropriate privileges.