Organization Settings

Modified on Mon, 18 Sep 2023 at 05:03 PM

Organization Settings will allow any Administrator or Manager to manage any information related to their Organization. There are numerous options available in this section of our platform.

To access Organization Settings, follow the next steps:
  • Expand Organization in the dashboard's sidebar
  • Click on Organization Settings

Once in Organization Settings, you'll get access to the following options:

Organization Information
  • Fill out all the blank spaces according to your Organization's needs
  • Click on Save once finished

Add Member
  • Under Security & Privacy, click on Add Member
  • Fill out all the info as needed
  • Click on Create +

Add Manager
  • Under Security & Privacy, click on Add Manager
  • Fill out all the information as needed
  • Click on Create +

Add Organization Admin
  • Under Security & Privacy, click on Add Organization Admin
  • Fill out all the information as needed
  • Click on Create +

See All Members

Deactivate Member Account
  • Under Security & Privacy, click on Deactivate Member Account
  • Select the member you wish to deactivate 
  • Click on Deactivate


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