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Account & Settings
4 min readUpdated 2026-02-15

Organization Settings

How to configure your organization profile in Klarvo — company information, industry sector, compliance preferences, and workspace customization.

Organization Settings

Organization settings define your company's profile and compliance configuration in Klarvo. These settings affect template language, recommendation relevance, and export branding.

Accessing Settings

Navigate to SettingsGeneral in the sidebar.

Organization Profile

SettingDescriptionImpact
Organization NameYour legal entity nameAppears on all exports and reports
Industry SectorPrimary industry (dropdown)Tailors risk recommendations and template language
Company SizeEmployee count rangeAffects training program recommendations
CountryPrimary country of operationDetermines relevant national authority
EU PresenceEU member states where you operateAffects which AI Act deadlines and authorities apply
DescriptionBrief company descriptionIncluded in governance pack exports

Compliance Configuration

SettingDescription
Default Review CadenceHow often AI systems should be reviewed (default: 90 days)
Evidence Approval RequiredWhether evidence requires formal approval before counting
Training Refresh PeriodDefault re-certification interval (default: 12 months)
Governance CharterUpload or generate your AI governance charter

Export Branding

Customize how your exports look:

  • Organization Logo: Uploaded for export headers
  • Confidentiality Default: Default marking for exports (Internal / Shareable)
  • Document Footer: Custom text for export footers
  • Department/Team Configuration

    Manage the department list used across the platform:

  • Go to SettingsGeneralDepartments
  • Add, rename, or remove departments
  • These appear as options in the AI System Wizard, filters, and reports
  • Default departments: Engineering, Product, HR, Finance, Operations, Marketing, Sales, Legal, Customer Success, IT, Other.

    Best Practices

    📋 Complete your profile: A thorough organization profile means better-tailored recommendations
    🏢 Keep industry sector current: If your business pivots, update this — it affects risk recommendations
    🖼️ Add your logo: It makes exports look professional and branded
    🔄 Review annually: Organization settings should be reviewed at least annually