Manage Organization

Manage Organization

The Manage Organization page is where organization owners configure org-level settings, membership, billing, and branding. Access to this page is restricted to organization owners and administrators; non-admin users can view fewer options or receive an access denied message.

Left-hand tabs

  • General: edit the organization name and display name
  • Notifications: configure global notification channels
  • Billing Details: enter or update billing contact, billing address, and tax information used on invoices.
  • Licenses: view current license counts and usage, purchase additional seats, or renew expiring licenses.
  • Payment History: review past invoices, payments, and subscription activity.
  • Members: invite, remove, or change roles for organization members; manage pending invitations and role-based permissions.
  • Customize: upload organization logo and set branding options shown in the UI and on shared reports.

General Options

General Options

Notifications

Notifications

Billing Details

Billing Details

Licenses

Licenses

Payment History

Payment History

Members

Members

Logo and Branding

Logo and Branding