Organisation admins can choose the settings new members start with, and lock settings so members can't change them. You do this in Settings → Organisation → Preferences.
Applies to: Organisation admins · Web app and Best Practice
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What are organisation-wide defaults?
Organisation-wide defaults are the settings every new member starts with when they join your organisation. They save your team setting up Lyrebird one person at a time, which helps when you're onboarding several clinicians at once.
You can change defaults at any time. A New User Default on its own only applies to people who join after you set it, so members who've already chosen their own setting keep it. To apply a setting to everyone, including existing members, also turn on Restrict User Changes.
Set defaults and lock settings
Sign in to Lyrebird and go to Settings.
Select Organisation → Preferences.
Find the setting. Each one has two columns:
New User Default: the value new members start with when they join.
Restrict User Changes: turn this on to apply the setting to all members, including existing members, and lock it so they can't change it in their own Preferences.
ℹ️ Using Best Practice?
Open Lyrebird from inside Best Practice to see the Best Practice-only settings in Organisation Preferences.
Common settings to set for your organisation
These are the settings admins most often set or lock. Organisation Preferences also lists your members' other personal preferences.
Setting | What it does |
When should Lyrebird delete saved items? | How long consults and documents are kept before they're permanently deleted. The default is 7 days. Shortening the period also applies to existing items: anything older than the new period is deleted within about 24 hours and can't be recovered. |
Max history retrieval window in days | Organisation only. Limits how far back members can see consults in History. It hides older consults but doesn't delete them. |
Auto-accept consent | Skips the consent confirmation when a member starts a consult. Members are still responsible for getting the patient's consent before recording. |
Default to telehealth consult | Starts new consults as telehealth. |
⚠️ Heads up
If you set a retrieval window, consults leave members' History when the window ends, even if a member's own deletion setting is longer. Members may think their consults have been deleted. Let your team know what you've set.
Default note template
The default note template isn't one of the settings in Organisation → Preferences. Each clinician chooses their own default note template:
Go to Customise → General.
Under default consult settings, choose a Default note template.
Click Save changes.
Clinicians can still switch templates before or during any consult. For more, see Customising your note templates.
💡 Tip
Want every clinician in your organisation to start on the same template? Contact our support team and we'll talk you through the options for your organisation.
Why can't a member change a setting?
If a setting in a member's own Settings → Preferences is locked or greyed out, an admin has turned on Restrict User Changes for it. To change it, an admin updates or unlocks it in Settings → Organisation → Preferences.
Settings that aren't locked can be changed by any member in their own Preferences. Their personal choice then takes precedence over the organisation default and isn't affected if the default changes later.