Organization Settings

View and manage your organization’s details.

Accessing Organization Settings

Go to Settings → Organization to view your organization’s information.

Organization Details

This card shows your organization’s core information:

• Organization Name — Admins can edit this inline. This name is displayed in the sidebar for all users.
• Slug — Your organization’s unique identifier (read-only)
• Plan — Your current subscription tier

Users

Shows your current active user count and the maximum users allowed by your plan. If you’ve reached your limit, you’ll see a message prompting you to upgrade.

Members

Shows your current member count and the limit for your plan. When you reach the limit, you won’t be able to add new members or import members via CSV until you upgrade. See Plans & Features for member limits by plan.

Storage

Shows your current storage usage and the limit for your plan. A progress bar indicates how much of your storage allowance has been used.

• At 80% capacity, the bar turns amber as a warning
• At 90% capacity, the bar turns red with a message to free up space or upgrade

When the limit is reached, file uploads across the app will be rejected. See Plans & Features for storage limits by plan.

Your Access

Displays your own account details:

• Name and Email
• Role — Admin, Representative, or Viewer

Custom Domain

If your organization has a custom domain configured, this card shows:

• The domain name
• The current status (e.g., active, pending)

Custom domain settings can be managed in Settings → Custom Domain.