Setting up your account and organisation
Your organisation is your Accolade workspace. Events, categories, nominations, judges, sponsors and guests all live inside it, and one business normally has one organisation. Everything in this article is in Setup → Settings & Branding, which has seven tabs: Organisation Profile, Branding & Theme, Email Configuration, Notifications, Custom Domain, Data & Privacy and Billing & Plans.
Before you start
- Your registered company details: legal entity name, company registration number, VAT number if you are registered, and the registered address.
- A logo, ideally PNG or SVG with a transparent background.
- The email address replies from the product should come from.
1. Organisation Profile
Set Organisation Name, Legal Entity Name, Tagline, Company Registration No., VAT Number, Industry, Company Size and Description; then Primary Email, Support Email, Phone, Fax and Website; then Address Line 1 and 2, City, Postcode and Country; then LinkedIn, X (Twitter), Instagram and Facebook.
Do the legal entity, registration number, VAT number and address first. They are what appears on the paperwork you generate for sponsors and suppliers, and correcting an invoice after it has been sent is far more work than filling in a field now.
2. Branding & Theme
This tab is deeper than a logo upload. It carries Display Font (Headings), Body Font, Base Font Size, Border Radius and Card Style; Hero Background, Hero Overlay Opacity and Social Sharing Image; Public Page Footer Text; and the certificate settings — Certificate Template, Certificate Logo Position, Signatory Name and Signature Upload. Button styles preview live, and Preview Public Page shows a nominator's view before you commit.
Set the signatory name and signature before you need certificates, not the week of the ceremony. See White-label and branding for what each plan allows and how far the Accolade branding can be removed.
3. Email Configuration
Set Sender Name, From Email, Reply-To Email and BCC (Admin Copy), plus the Provider, API Key and Sending Domain. Send Test Email is on the same tab — use it, because a wrong reply-to address is only ever discovered by the person who replied and got nothing.
Email templates live here too, listed by Template, Subject, Last Updated and Status, with + New Template and Edit.
4. Notifications
Per-event notification routing across Email, Slack, SMS and In-App, with a Priority per row, plus Daily Digest, Weekly Summary and Digest Recipients. Enable All and Mute All set the lot at once.
Quiet hours are configured here, with a start, an end and a Timezone — Europe/London, America/New_York or Asia/Dubai. That timezone selector is the only one in Settings; there is no separate localisation tab. Critical notifications, security and overdue items, are still sent during quiet hours.
5. Custom Domain
Where the subdomain and DNS verification live, with Re-verify DNS and Preview Login Page. Enterprise and Agency only — the full walkthrough is in Setting up your custom subdomain.
6. Data & Privacy
Retention settings for Nomination Data, Financial Records, User Activity Logs and Deleted Data Purge; the four Legal Pages URLs (Privacy Policy, Cookie Policy, Terms of Service, Data Processing Agreement); a Data Subject Requests register with + New Request; and consent management. The operational buttons are Export All Data, Anonymise Test Data and Purge All Data.
Purge All Data does what it says. Take an export first — see Exporting and deleting your data.
7. Billing & Plans
Shows whether a billing relationship and payment method exist for this workspace. Plan changes are handled through Stripe rather than in this tab — see Billing, upgrades, and invoices.
Common problems
- Test emails do not arrive. Check the Provider and Sending Domain on Email Configuration before blaming the recipient's filter.
- The logo looks wrong on exports. Use a transparent background; a white block behind a logo on a dark certificate is a file problem, not a settings problem.
- Notifications arrive at 3am. The quiet-hours timezone is set per workspace and defaults to Europe/London.
- Company details are wrong on a document already sent. Fix Organisation Profile, then regenerate. Documents take the details as they stand when they are generated.
What's next
- Invite your team and set the security baseline
- Set up your first event