Organization Configuration User Guide
This guide explains how to configure your organization, invite teammates, manage access, organize teams, control billing seats, and review important account activity.
Organization settings help teams manage shared access from one place. Depending on your role and permissions, you may see some or all of the organization settings tabs described in this guide.
Recommended Setup Order
For the smoothest setup, configure your organization in this order:
1. Review your general organization settings.
2. Confirm your billing plan and available seats.
3. Invite teammates.
4. Create teams for business card template assignments.
5. Configure roles and access.
6. Manage project access.
7. Configure organization business card settings.
8. Review the audit log as your team starts using the organization.
This order helps you make sure the organization has the right name, billing setup, seats, members, teams, and permissions before team members begin working.
Organization Roles
Organization roles control what each person can view or manage.
Common organization roles include:
– `BillingOwner`: manages billing and has high-level organization access.
– `Owner`: has full control over organization settings and access.
– `Admin`: can manage members and most organization settings.
– `Member`: can use assigned organization features.
– `Viewer`: has read-only access where permitted.
The actions each role can take may be customized in `Roles & Access`.
General Settings
Use the `General` tab to manage basic organization information and defaults.
You can update:
– organization name
– organization URL
– default timezone
– default role for new invites
– organization logo
How to update general settings
1. Open `Organization Settings`.
2. Select the `General` tab.
3. Update the organization name, URL, timezone, default invite role, or logo.
4. Review the unsaved changes notice.
5. Select `Save`.
Organization name
The organization name is the display name your team sees inside the app. Use a name your teammates will recognize.
Organization URL
The organization URL is the public-facing organization slug. If you update it, make sure the new value is clear, short, and aligned with your business name.
Default timezone
The default timezone helps keep organization dates, reports, and activity consistent for your team.
Default role for new invites
The default role controls which role is preselected when inviting new teammates. Choose the role that most new users should receive.
For most teams, `Member` is a safe default. You can still choose a different role for a specific invite when needed.
Organization logo
Upload an organization logo to make your workspace easier to identify and to support branded organization experiences.
Recommended logo guidance:
– use a JPG, PNG, or WEBP image
– use a square logo when possible
– use a clear image that still works at small sizes
Billing And Seats
Use the `Billing` tab to review your subscription, manage seats, update your payment method, and download invoices.
The Billing tab includes:
– current plan
– renewal date
– subscription status
– purchased seats
– seats used
– unused seats
– payment method
– invoices
How seats work
Seats determine how many organization members can be active at one time.
– `Purchased seats` shows how many seats are included in your organization plan.
– `Seats used` shows how many seats are currently assigned to members.
– `Unused seats` shows how many additional members can be invited without increasing your seat count.
If you reach your seat limit, you must either add seats or remove members before inviting more teammates.
How to add seats
1. Open `Organization Settings`.
2. Select the `Billing` tab.
3. In the `Seats` section, choose how many seats to add.
4. Select `Add seats`.
5. Review and confirm the seat update.
How to remove seats
1. Open `Organization Settings`.
2. Select the `Billing` tab.
3. In the `Seats` section, choose how many unused seats to remove.
4. Select `Remove seats`.
5. Review and confirm the seat update.
You can only remove seats that are not currently in use.
How to update the payment method
1. Open `Organization Settings`.
2. Select the `Billing` tab.
3. Select `Update card`.
4. Follow the payment update flow.
How to download invoices
1. Open `Organization Settings`.
2. Select the `Billing` tab.
3. Find the invoice you need.
4. Select `Download`.
Members
Use the `Members` tab to invite teammates, review member status, change roles, resend or revoke invitations, and remove members.
The Members tab includes:
– seat usage
– invite form
– member search
– member list
– role management
– member actions
How to invite teammates
1. Open `Organization Settings`.
2. Select the `Members` tab.
3. Enter one or more teammate email addresses.
4. Choose the role for the invite.
5. Select `Send invite`.
If the organization has no available seats, the invite form will be disabled until seats are added or members are removed.
How to change a member role
1. Open `Organization Settings`.
2. Select the `Members` tab.
3. Find the member in the `All members` list.
4. Open the role dropdown or member actions menu.
5. Choose the new role.
6. Confirm the role change.
Role changes can affect what the member can view, edit, create, export, or manage.
How to manage invitations
Pending invitations can be managed from the member actions menu.
Depending on the invitation status, you may be able to:
– resend the invite
– revoke the invite
– view invite details
How to remove a member
1. Open `Organization Settings`.
2. Select the `Members` tab.
3. Find the member you want to remove.
4. Open the member actions menu.
5. Select the remove option.
6. Choose whether owned items should be transferred to another member.
7. Confirm the removal.
When a member is removed, they lose access to the organization, including organization projects and organization business cards.
Teams
Use the `Teams` tab to create teams for business card configuration and manage which members belong to each team.
For now, teams are used specifically for organization-managed business cards. Teams let different groups receive different business card templates and defaults during card setup.
Examples:
– Sales
– Leadership
– Recruiting
– Support
– Marketing
How to create a team
1. Open `Organization Settings`.
2. Select the `Teams` tab.
3. Select `Create Team`.
4. Enter the team name.
5. Add a description if helpful.
6. Choose whether the team is active.
7. Save the team.
Only active teams appear in business card template selection.
How to manage team members
1. Open `Organization Settings`.
2. Select the `Teams` tab.
3. Find the team you want to update.
4. Select the manage members action.
5. Add an active organization member to the team.
6. Remove team members when needed.
Team membership uses existing organization members. Invite the person to the organization first, then add them to the team.
How to edit or delete a team
Use the team actions to edit the team name, description, or active status.
Some teams may be protected from deletion. For example, a primary team cannot be deleted from the Teams tab.
Roles & Access
Use the `Roles & Access` tab to control what each role can do across your organization.
Roles & Access is organized by scope:
– `Organization`: permissions for organization-level settings and administration
– `Projects`: permissions for project-level actions
– `Cards`: permissions for business card actions
Each scope includes a permissions matrix. The rows are permissions, and the columns are roles. Turn a role on or off for a permission to control whether that role is allowed to perform that action.
How to update role permissions
1. Open `Organization Settings`.
2. Select the `Roles & Access` tab.
3. Choose the permission scope: `Organization`, `Projects`, or `Cards`.
4. Find the permission you want to update.
5. Turn access on or off for the appropriate roles.
6. Review any unsaved changes.
7. Select `Save`.
How to reset role permissions
1. Open `Organization Settings`.
2. Select the `Roles & Access` tab.
3. Select `Reset`.
4. Confirm the reset.
Resetting permissions returns the matrix to the default policy for the organization.
Locked permissions
Some permissions may show a lock icon. Locked permissions cannot be changed from the permissions matrix.
Locked permissions are used for actions that must stay restricted for account safety, billing control, or system integrity.
Projects
Use the `Projects` tab to review organization projects and manage who can access them.
The Projects tab includes:
– project list
– project domain
– created date
– project search
– project actions
– project access management
How to manage project access
1. Open `Organization Settings`.
2. Select the `Projects` tab.
3. Find the project you want to update.
4. Open the project actions menu.
5. Select `Manage access`.
6. Add members who should have access.
7. Choose the project role for each member.
8. Save or confirm the access change.
Project roles may include roles such as owner, admin, editor, or viewer, depending on your organization policy.
How to remove project access
1. Open `Organization Settings`.
2. Select the `Projects` tab.
3. Open `Manage access` for the project.
4. Find the member.
5. Select `Remove`.
6. Confirm the removal.
Removing project access does not remove the person from the organization. It only removes their access to that project.
Business Cards
Use the `Business Cards` tab to review organization business cards and configure organization-managed business card settings.
The Business Cards area includes:
– `Cards`: review, search, and manage organization cards
– `Config`: configure organization-managed card templates, brand settings, field rules, and team assignments
Cards view
Use the `Cards` view to:
– search cards
– filter by status
– review card owner, status, and template
– open card actions
– manage card access where permitted
Config view
Use the `Config` view to configure how team members create cards from approved organization settings.
For full setup instructions, use the Team Business Card Configuration Guide.
Common configuration tasks include:
– enabling organization-managed business cards
– setting the organization brand kit
– choosing a default card template
– locking, hiding, requiring, or allowing editable fields
– assigning templates to teams
Audit Log
Use the `Audit Log` tab to track important organization activity for security and accountability.
The Audit Log includes:
– date and time
– actor
– action
– summary
– target
– event details
How to filter the audit log
1. Open `Organization Settings`.
2. Select the `Audit Log` tab.
3. Choose an actor filter.
4. Choose an event filter.
5. Choose a date range.
6. Review the matching events.
How to view audit details
1. Open `Organization Settings`.
2. Select the `Audit Log` tab.
3. Find the event you want to inspect.
4. Select `View` in the details column.
The details view may include additional event metadata.
How to export audit logs
1. Open `Organization Settings`.
2. Select the `Audit Log` tab.
3. Apply any filters you want.
4. Select `Export CSV`.
Use exported audit logs for internal review, security checks, or recordkeeping.
Danger Zone
Use the `Danger Zone` tab for high-impact organization actions.
The main action in this area is deleting the organization. This action is permanent and affects every member.
Before deleting an organization
Before deleting an organization, make sure you:
– download or export any data you need to keep
– review active projects and business cards
– handle billing, subscriptions, and invoices
– notify team members
– confirm that deletion is truly intended
How to delete an organization
1. Open `Organization Settings`.
2. Select the `Danger Zone` tab.
3. Read the deletion warning carefully.
4. Type the required confirmation text.
5. Check the confirmation box.
6. Select `Delete permanently`.
Deleting an organization cannot be undone. Members lose access immediately.
Troubleshooting
I cannot see a settings tab
Your role may not have permission to view that section. Ask an organization owner or admin to review your role and permissions.
I cannot invite a teammate
Check whether:
– you have permission to invite members
– the email address is valid
– the organization has available seats
– billing is active
I reached the seat limit
Add seats from the Billing tab or remove members who no longer need access.
I cannot change a permission
Check whether:
– you have permission to manage roles
– the permission is locked
– your role is allowed to edit organization access
A member cannot access a project
Check whether:
– the member is active in the organization
– the member has been added to the project
– the project role has the required permissions
– the organization role has the required access
A team does not appear for business card setup
Check whether the team is active. Only active teams appear in business card template selection.
I cannot remove seats
You can only remove unused seats. If all seats are in use, remove members first or keep the current seat count.
Summary
Organization settings give admins one place to manage team identity, members, roles, projects, business cards, billing, audit history, and high-impact account actions.
Start with general settings and billing, then invite members, organize them into teams, configure access, and review activity over time. This gives your organization a clean foundation for shared work and controlled access.