Organization Settings

Organization Settings is where admins manage the organization’s profile, team membership, and billing. Open it from the Settings option in the organization sidebar.

The settings menu is organized into the sections below.

Organization

General details for your organization including name and location (city). Update these at any time — changes take effect immediately.

Members

View, invite, and manage the people in your organization. From here you can:

• Invite new members by email address and assign them a role
• Change an existing member’s role
• Remove a member from the organization

Removing a member revokes their access to the organization and all its projects.

Roles

Configure the roles available within your organization. Roles control what members can do at the organization level. See Members for a summary of built-in roles.

Invites

View and manage pending invitations. Each invite shows the recipient’s email, assigned role, and when it was sent. You can revoke an invitation before it’s accepted.

Billing

Manage your organization’s subscription and payment details. The billing section includes:

• Plan Details — your current plan, included capacity, and usage summary.
• Payment Card — the card on file for recurring charges, if applicable. Update or replace it here.
• Billing Email — the email address that receives invoices and billing notifications. This can differ from any member’s login email.
• Billing Address — the mailing address used on invoices.
• Project Cost Allocation — a breakdown of costs attributed to each project in your organization, based on capacity and usage.
• Invoice History — view and download past invoices.

Notes

• Only organization admins can access Settings.
• Changes to billing (plan, payment card, billing email) take effect on the next billing cycle unless otherwise noted.