The General Settings page is your central place to configure how your organisation appears in deskbird, how billing and commercial contacts are managed, and how users can access deskbird — from your company name and login logo to billing details, authentication methods, and registered email domains.
Navigate to Admin > Company > General Settings to access these settings.
1. Identity & Branding
In the Identity & Branding section you can update two things:
- Company name — The name of your organisation as it appears throughout deskbird. Update this field and click Save to apply the change.
- Company logo — The logo displayed on the deskbird login screen and across deskbird applications. Upload a PNG, SVG, or JPG file (max 2MB) to replace the default deskbird branding with your own.
💡 Click Reset at the top right to discard any unsaved changes, or Save to apply them.
2. Billing & Commercial Contacts
The Billing & Commercial Contacts section lets company global admins manage their own billing details directly in deskbird, without needing to go through deskbird's CX or Finance teams.
- Billing Information — Click Manage Contacts to update the name and email address of your billing contact, plus an additional commercial contact.
- Billing Address — Click Update Address to change the billing address used for invoices. Changes apply to all future invoices and billing documents.
- Payment Methods — Click Update payment methods to manage the payment methods used for your subscription.
- Invoices — Click View Invoices to view, download, and track your company invoices.
💡 This information is managed through deskbird's billing partner, Chargebee. Any changes you make on this page in deskbird automatically update the corresponding information in Chargebee.
⚠️ If your company has an unpaid invoice, a banner appears at the top of the app directing the admin to the invoice center, where the invoice can be paid immediately through the portal.
💡 Only company global admins can access and edit billing details. If your company is not yet set up in Chargebee, the billing overlay will not open and you will see an error instead — contact your Customer Success Manager if this happens.
3. Authentication
The Authentication section controls which login methods are available to your users. Enable or disable each option independently using the toggles.
- Company email — Users sign in with their work email address and a password.
- Google Workspace — Users sign in using their Google Workspace account (OAuth SSO).
- Microsoft Workspace — Users sign in using their Microsoft Workspace account (OAuth SSO).
- SAML 2.0 — Enables Single Sign-On (SSO) via a SAML identity provider. ⚠️ SAML setup requires assistance — contact your Customer Success Manager to enable and configure this option.
⚠️ Disabling a login option does not remove it from the login screen. Users will still see the option, but authentication will fail if the method is disabled.
💡 You can enable multiple authentication methods simultaneously. Users will see all active options on the login screen.
4. Domains
The Domains section lists the email domains registered to your company in deskbird (for example, @yourcompany.com). These domains determine whether a user's email address belongs to your organisation. To register additional domains, contact your Customer Success Manager, as this cannot be done directly from this screen.
The Allow self sign-up for verified domains toggle controls whether users can create their own deskbird account:
- Toggle off — Users can only access deskbird if they receive a direct invitation (manual invite, SCIM provisioning, an HRIS integration, or CSV user upload). No one can self-register, even with a matching company email domain.
- Toggle on — Users with an email address matching one of your registered domains can create a deskbird account without an invite, in addition to being invited directly. Invites from admins are always allowed, regardless of this setting.
⚠️ If you enable self sign-up, make sure your registered domains are up to date.
5. FAQs
No. Registered domains can only be added or removed by your Customer Success Manager or deskbird Support. If you need to register a new domain or remove an existing one, please reach out to your CSM or Support directly.
When this toggle is off, users can only access deskbird if they receive a direct invitation (manual invite, SCIM, HRIS integration, or CSV upload). When it's on, users with an email address matching one of your registered domains can also create a deskbird account themselves. Invites from admins are always allowed, regardless of this setting.
Yes. You can enable any combination of Company email, Google Workspace, Microsoft Workspace, and SAML 2.0. All active methods are displayed on the deskbird login screen, and users can choose whichever applies to them. Note that disabling a method does not remove it from the login screen — users will still see it, but authentication will fail if the method is disabled.
SAML 2.0 configuration requires support from deskbird. To set it up, follow the respective help center guide. The toggle will only work once SAML has been configured on the deskbird side.
Only company global admins can view and edit billing details.
A banner appears at the top of the app directing the admin to the invoice center. From there, the outstanding invoice can be paid immediately through the portal.
Contact your Customer Success Manager to resolve this.
Go to Admin > Company > General Settings. You need admin access to view and edit these settings; billing details specifically require company global admin access.