Organization Management

Managing your team and organization settings

Organization Settings

Your organization is created automatically when you sign up. Manage it from Organization in the sidebar.

General

Update your organization name and display name.

Users & Permissions

Invite team members to help manage conversations.

Inviting a User

  1. Go to Organization > select your org > Users & permissions
  2. Click Invite
  3. Enter the email address
  4. Click Invite

The user receives an email invitation. View pending invitations in the Pending Users tab.

Managing Roles

  1. Click Update next to a user
  2. Assign roles and organization access
  3. Save

Activity

View a log of actions taken within the organization.

Delete Organization

At the bottom of General settings, you can permanently delete the organization. This removes all projects, conversations, and data. This action cannot be undone.