Organization Settings

Manage your organization's core information, contact details, and administrative functions from a centralized settings page.

Overview

Use Organization Settings to configure your organization's identity, address, contact information, and websites. You can also perform critical administrative actions like transferring ownership or deleting the organization.

Access all organization settings from the Settings section in your organization's sidebar. Any changes you make apply organization-wide and affect all members and workspaces.

note

Only users with organization edit permissions can modify settings. Organization owners have additional access to transfer ownership and delete the organization.

Organization Identity

Your organization's core identity consists of two key fields:

• Organization Name: The display name for your organization
• Unique Identifier: A permanent identifier used to access your organization throughout the platform

Update Organization Name

1. Navigate to Settings in your organization sidebar
2. In the Organization Info section, click Update
3. Enter your new organization name
4. Click Submit

note

The unique identifier cannot be changed after creation to maintain consistency across your organization's links and integrations.

Address Information

Add and manage physical addresses for your organization. Multiple addresses can be stored, each with a designated type.

Address Fields

Each address includes:

• Address Type: Currently supports "HQ" (Headquarters)
• Address: Primary street address
• Address 2: Optional secondary address line (suite, floor, etc.)
• City: City or locality
• State: State, province, or region
• Country: Country name
• Zip Code: Postal or ZIP code

Add or Update Addresses

1. Go to Settings in your organization
2. Find the Address Info section
3. Click Update
4. Click Add address to create a new entry
5. Fill in the address fields
6. Click Submit to save

You can add multiple addresses by clicking Add address again. To remove an address, click the minus icon next to the address label.

Contact Information

Store multiple contact phone numbers for your organization with designated types.

Contact Types

• Office: Primary business phone number
• Cell: Mobile contact number
• Home: Home or alternate contact

Manage Contacts

1. Navigate to Settings in your organization
2. Locate the Contact Info section
3. Click Update
4. Click Add contact to create a new phone entry
5. Select the contact type from the dropdown
6. Enter the contact number
7. Click Submit

Remove contacts by clicking the minus icon next to each contact entry.

Website Links

Add one or more website URLs associated with your organization.

Add Websites

1. Go to Settings in your organization
2. Find the Website Info section
3. Click Update
4. Click Add website link
5. Enter the full URL (including https://)
6. Click Submit

Your website links will be visible to organization members and open in a new tab when clicked.

Additional Emails

Configure additional email addresses to receive important notifications about your organization's account activity.

What Notifications Are Sent

Additional email addresses receive the same notifications as the organization owner, including:

• Insufficient credits warnings
• Service suspension notices
• Service termination notices
• Service resumed confirmations
• Payment failures
• Payment received confirmations
• Invoice issued notifications
• Credits added confirmations
• Organization deletion started
• Organization deletion completed

Configure Additional Emails

1. Navigate to Settings
2. Locate the Additional emails section
3. Click Update
4. Enter email addresses in the text area (one per line or comma-separated)
5. Click Submit

Transfer Ownership

Organization owners can transfer ownership to another team member within the organization.

warning

Only organization owners can transfer ownership.

What Happens When You Transfer Ownership

When you transfer ownership:

1. The new owner receives full administrative control
2. They can manage all organization settings, billing, and team members
3. You lose ownership privileges unless they transfer it back to you
4. The transfer is immediate and permanent

Transfer to Another Member

1. Go to Settings in your organization
2. Find the Transfer Ownership section
3. Click Transfer Ownership
4. Select a team member from the dropdown
5. Review the confirmation dialog carefully
6. Click Transfer to confirm

Best Practices

• Choose an active member: Select someone with an active account who regularly uses the platform
• Communicate the change: Notify your team before transferring ownership
• Document the transfer: Keep a record of ownership changes for audit purposes
• Consider alternatives: If you need temporary delegation, consider adjusting role permissions instead

Delete Organization

Permanently remove your organization and all associated data.

warning

Only organization owners can delete the organization.

What Gets Deleted

When you delete an organization:

• All workspaces and their data are permanently removed
• All team members lose access to the organization
• Billing history and invoices are archived for your records
• All organization settings are permanently deleted
• This action cannot be undone

What Happens After You Start Deletion

After you initiate deletion:

• The organization enters a "pending deletion" state
• You have 3 days before final deletion occurs
• Outstanding invoices are automatically processed
• Any remaining credits are refunded to your payment method
• Final deletion happens automatically after the 3-day period

Delete Your Organization

1. Navigate to Settings
2. Locate the Delete Organization section (at the bottom)
3. Click Delete Organization
4. Read the confirmation dialog carefully
5. Type DELETE exactly as shown
6. Click the confirmation button

Before You Delete

Consider these alternatives:

• Transfer ownership if someone else should manage the organization
• Suspend workspaces if you need temporary inactivity
• Export data if you need to preserve information
• Review billing to ensure all payments are settled

What You Can Do

Your ability to view and modify organization settings depends on your role:

What You Want to Do	Who Can Do It
View settings	Any organization member
Edit organization name	Users with organization edit permission
Update addresses and contacts	Users with organization edit permission
Manage additional emails	Users with organization edit permission
Transfer ownership	Organization owner only
Delete organization	Organization owner only

Best Practices

Keep Information Current

• Update contact information when team members change
• Maintain accurate addresses for billing and legal purposes
• Review additional emails quarterly to ensure notifications reach active recipients
• Remove outdated website links

Security Considerations

• Limit organization edit permissions to trusted team members
• Regularly audit who has access to organization settings
• Use additional emails to ensure critical notifications aren't missed
• Document ownership transfers for compliance and audit trails

Organizational Hygiene

• Use descriptive, professional organization names
• Keep address information complete for tax and legal compliance
• Maintain multiple contact methods for redundancy
• Verify additional emails are monitored regularly

Related Features

• Organizations - Overview of organizations and team management
• User Management - Managing team members and permissions
• Billing - Payment methods, invoices, and subscription management
• Activity Logs - Audit trail of all organization changes