> ## Documentation Index
> Fetch the complete documentation index at: https://docs.tesouro.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Organization settings

> Learn how to manage aspects of your organization settings using the Tesouro API.

## Overview

Tesouro's organization settings are a way to customize the behavior of certain functionality for your organizations. The organization settings API provides functionality for managing and configuring settings specific to organizations within the Tesouro platform. They allow you to personalize and customize certain aspects of your organizations' integration.

Some of these customizations include enabling payment and overdue reminders, customizing document number formatting, setting default currencies and currency exchange rates, and other organization-specific configurations.

## Roles and permissions

To get or update organization settings using an [organization user token](/finops/guides/organizations/users#get-organization-user-token), this organization user must have a [role](/finops/guides/organizations/users#create-role) with the `read` and `update` [permissions](/finops/api/concepts/permissions) for the `entity` resource.

If using a [partner-level token](/finops/guides/authentication/client-credentials), no special permissions are needed.

## Get organization settings

To retrieve settings for an organization, send a `GET` request to the [`/organizations/{organization_id}/settings`](/finops/reference/openapi/identity/get-organizations-id-settings) endpoint:

```sh lines theme={null}
curl -X GET 'https://api.sandbox.tesouro.com/identity/v1/organizations/5b031d0c...44df31ebf0db/settings' \
     -H 'X-Finops-Version: 2025-06-23' \
     -H 'Authorization: Bearer ACCESS_TOKEN'
```

A successful request returns the current settings for the organization provided.

```json expandable lines theme={null}
{
  ...
  "currency": {},
  "default_role": {},
  "document_ids": {
    "include_date": false,
    "prefix": "string",
    "separator": "-",
    "min_digits": 5,
    "document_type_prefix": {
      "quote": "Q",
      "invoice": "INV",
      "credit_note": "CN",
      "purchase_order": "PO"
    },
  },
  ...
  "language": "en",
  "payment_priority": "working_capital",
  ...
  "receivable_edit_flow": "compliant",
  "reminder": {
    "enabled": true
  },
  "quote_signature_required": false,
  ...
}
```

## Update organization settings

To update the details of an organization, make a `PATCH` request to the [`/organizations/{organization_id}/settings`](/finops/reference/openapi/identity/patch-organizations-id-settings) endpoint.

The following snippet shows an example of the payload for the [`PATCH /organizations/{organization_id}/settings`](/finops/reference/openapi/identity/patch-organizations-id-settings) endpoint that enables payment reminders for organization invoices and updates the document ID format for invoices and quotes.

```sh expandable lines theme={null}
curl -X PATCH 'https://api.sandbox.tesouro.com/identity/v1/organizations/5b031d0c...44df31ebf0db/settings' \
     -H 'X-Finops-Version: 2025-06-23' \
     -H 'Authorization: Bearer ACCESS_TOKEN' \
     -H 'Content-Type: application/json' \
     -d '{
       "reminder": {
         "enabled": true
       },
       "quote_signature_required": true,
       "language": "fr",
       "document_ids": {
         "include_date": true,
         "min_digits": 4,
         "document_type_prefix": {
           "invoice": "IN"
         }
       }
     }'
```

The successful request returns the complete organization settings object with the updated fields.

The `language` field on the organization settings object determines the language of the organization's PDFs.