Organisation Settings
Review your organisations, select the right workspace and manage organisation details.
Who is this article for?
Use Settings > Organizations to review the organisations you belong to and check your role. Organisation owners can maintain their organisation’s details.
Review your organisations
The page lists organisation cards with the name, status, role and created date. Use search or page controls if you have several organisations.
The sidebar organisation switcher selects the active organisation for dashboard data, member management and billing. Check it before opening those pages.
Create or edit an organisation
Choose Create Organization to open the inline creation form, or Edit on an existing card where available.
Choose Create or Update, then wait for the success message.
Editing and deletion require organisation-owner permission. If a change is denied, ask the owner to make it.
Manage teammates
Select the organisation in the sidebar switcher and open Members from the sidebar. Use that page to send invitations and manage team access.
Delete an organisation
Owner cards can show Delete. Review the organisation name and the deletion confirmation carefully before choosing Yes, Delete. Use Cancel to leave the organisation in place.
Invite and manage team members
Manage locations
Understand roles and permissions