Organization Settings
Configure organization-wide settings including team members, billing, and shared resources.
Organization Profile
Section titled “Organization Profile”Organization Information
Section titled “Organization Information”Update your organization details:
- Go to Settings > Organization
- Edit:
- Organization name
- Billing contact
- Logo
Billing Address
Section titled “Billing Address”Set billing information:
- Company name
- Address
- Tax ID (if applicable)
Team Management
Section titled “Team Management”View Members
Section titled “View Members”See all team members:
- Go to Settings > User Management
- View the member list:
- Name and email
- Role
- Last active
Add Members
Section titled “Add Members”Invite new team members:
- Click Invite Member
- Enter email address
- Select role
- Send invitation
Member Roles
Section titled “Member Roles”| Role | Permissions |
|---|---|
| Owner | Full control, billing, delete org |
| Admin | Manage members, settings |
| Member | Create and edit projects |
Remove Members
Section titled “Remove Members”Remove team members:
- Find the member
- Click Remove
- Confirm removal
Subscription
Section titled “Subscription”Current Plan
Section titled “Current Plan”View your subscription:
- Go to Settings > Subscription
- See:
- Plan name
- Seat count
- Features included
Upgrade Plan
Section titled “Upgrade Plan”Change your subscription:
- Click Change Plan
- Select new plan
- Complete payment
Manage Seats
Section titled “Manage Seats”Adjust team size:
- Add seats for new members
- Remove unused seats
- Billing adjusts automatically
Billing
Section titled “Billing”Payment Method
Section titled “Payment Method”Manage payment:
- Go to Settings > Billing
- View or update:
- Card on file
- Billing email
- Invoice settings
Invoices
Section titled “Invoices”View payment history:
- Download invoices
- See payment status
- Billing dates
Usage Statistics
Section titled “Usage Statistics”Track your usage:
- Go to Settings > Usage
- View:
- Projects created
- Active users
- Storage used
Usage Limits
Section titled “Usage Limits”Understand plan limits:
- Project limits
- User limits
- Feature access
Referrals
Section titled “Referrals”Referral Program
Section titled “Referral Program”Earn credits by referring:
- Go to Settings > Referrals
- Get your referral link
- Share with colleagues
- Earn credits when they subscribe