Organization Settings

Manage your organization’s basic settings and users.

Organization Info

Update your organization’s basic information:

1. Go to Settings → Organization
2. Edit the organization name or other details
3. Click Save

Managing Users

Viewing Users

The Organization settings page shows all users in your organization with their:

• Name
• Email
• Role
• Status

Inviting Users

1. Click Invite User
2. Enter their email address
3. Select a role (Admin, Representative, or Viewer)
4. Click Send Invitation

Changing Roles

1. Find the user in the list
2. Click the menu icon (three dots)
3. Select Change Role
4. Choose the new role

Removing Users

1. Find the user in the list
2. Click the menu icon (three dots)
3. Select Remove
4. Confirm the removal