Organization Settings

These settings are available only for organization administrators

These settings include "Organization info" and "Users" tabs.

Organization info

Edit the company logo and view the company name. If you need to change the name, please contact customer support by sending an email to [e-mail].

Users

Here the organization admin can add and manage team members within the organization account.

Adding users

-> To add a member, select the "Invite a User" button and the invitee's email address.

-> Upon clicking "Invite" the invitee will be listed in the first table under the "Users" tab with an "Invited" status. An invite link will be sent to the provided email, which will remain valid for 14 days. -> If the invitee fails to utilize the link within the stipulated timeframe, the status will change to "Expired," enabling the option to resend the invite link via the dropdown menu adjacent to the invitee's information.

The invite can be deleted by selecting the "Delete" button from the dropdown. This will deactivate the invite link immediately.

Managing Members:

Once the invitee registers on the platform via the provided link, they will be listed in the second table under the "Users" tab. Here, administrators can execute various actions:

• Disable: Revokes the user's access to the organization account.

• Reactivate: Restores the user's access to the organization account.

• Transfer Ownership: Allows the administrator to transfer ownership to a selected user. Consequently, the designated user assumes the role of administrator, while the former admin transitions to a member status.