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This article applies to:

  • Product: CoCounsel
  • Audiences: Tax professionals

View and edit Organization settings

View your organization's settings and manage document retention and sign-up options for your firm.
An Organization in CoCounsel serves as a collective entity that groups users and resources for streamlined management and collaboration. Each organization sets its own settings, resources, and permissions to facilitate efficient teamwork.
  1. To view your Organization settings:
  2. Open the Account menu and select
    Organization settings
    . The General page opens by default. Depending on your permissions, you can manage your firm’s general settings, integrations, users, groups, subscriptions, and metrics.
  3. To edit your Organization settings:
  4. In the
    General
     section, view your firm’s
    Name
     and
    Company Domain
    . If you need firm
    Name
     and
    Company Domain
     information changed, send an email to CoCounselTaxAudSup@thomsonreuters.com. You can make selections regarding:
    • Document Retention Settings
      : Define the retention period for a user’s personal Knowledge Base. Toggling this on will let administrators set a retention period to be within a specific number of days. Once deleted, references in their conversations and workspaces will also be removed, so users should be notified in advance.
    • Sign-Up Settings
      : Let users with your firm’s domain email sign-up and sign in without an invitation. If
      disabled
      , users must be invited manually.
  5. If you make any changes on this screen, be sure to select
    Save
    .