Organization Settings

Admin Settings › Organization holds your institution-wide configuration (Manager role and above). It’s one form — edit any of the cards and click Save Changes.

Organization Details

• Logo — upload a JPG or PNG. The logo appears in the portal, on student upload and results pages, on result emails, and on the evaluation PDF. Remove Logo reverts to the default.
• Organization Name — your institution’s display name across the platform.
• Admin Email — the administrative contact for your tenant.

SMTP Settings

By default, TCEvaluator sends results emails from the platform. To send from your institution’s own domain (better deliverability and a familiar sender for students), enter your mail server’s SMTP Host, SMTP Port, Username, and Password. Ask your IT team for these values — they’re the same ones used to configure any mail client.

AI Settings

These two controls tune the AI that suggests course matches. They apply institution-wide, to all programs.

Matching Sensitivity

How confident the AI must be before suggesting a match:

• Low — more suggestions with a lower confidence bar. Good when your evaluators prefer to see every possibility and prune manually.
• Balanced — the recommended default.
• High — fewer, higher-confidence suggestions. Good when review time is scarce and false positives are costly.

Course Level Matching

Whether a transcript course’s level (100/200/300…) can block a match to a program course:

• Strict — a transcript course must be at or above the program course’s level; lower-level courses are rejected regardless of content.
• Moderate — allows one level below; remedial courses and the undergraduate/graduate boundary are still enforced.
• Loose — level never blocks a match, content decides; only the undergraduate/graduate boundary is enforced.

Which combination?

Start with Balanced + Moderate. Tighten toward High/Strict if evaluators are removing too many suggestions; loosen toward Low/Loose if obvious matches are missing. Changes affect evaluations processed after the change.

Brand Colors

Set your Primary and Secondary brand colors (color picker or hex). They style the student-facing results page and email along with your logo — preview a result after changing them. See also Results page & email for the content side.

PDF Disclaimer

The PDF Disclaimer Text card sets the disclaimer printed on every evaluation PDF — typically language noting that the evaluation is subject to final review by the registrar. Keep it aligned with your institution’s official transfer credit policy wording.