Login
Updated on November 3, 2026

Organization Settings

Estimated reading: 10 minutes

The Organization Settings page allows authorized users to manage organization details, membership, roles, invitations, and associated projects.

The page contains three sections, accessible from the left navigation panel:

a. General: View and update the organization name, access debug information, and delete the organization.

b. Members: View organization members, manage roles, invite new members, and manage pending invitations.

c. Projects: View projects associated with the organization and create new projects.

Prerequisites

Only the Owner can modify organization settings and delete the organization. Other organization roles can view Organization Settings but cannot make changes.

1. General

The General tab provides options to update the organization name, view organization metadata, and access organization-level administrative actions.

Organization Name

The Organization Name field displays the current name of the organization. The Owner can update this name as needed.

To update the organization name:

1. Navigate to Organization Settings > General.
2. Under Organization Name, enter the new name.
3. Click Save to apply the changes.

Debug Information

The Debug Information section displays read-only metadata about the organization. This information can help identify the organization when troubleshooting issues or contacting support.

Field Description
Name Displays the organization name.
ID Displays the system-generated unique identifier assigned to the organization.

To view or copy the metadata:

1. Select the Expand icon to view the full metadata.
2. Select the Copy icon to copy the metadata to the clipboard.

Note: The debug information is read-only and cannot be modified.

Danger Zone

The Danger Zone contains administrative actions that permanently affect the organization.

Delete Organization

The Delete Organization option permanently deletes the organization and its associated data. This action cannot be undone.

Before deleting the organization, verify that it and its associated data are no longer required.

Important: Only the Owner can delete the organization. Ensure that you intend to proceed before confirming the deletion.

To delete the organization:

1. Navigate to Organization Settings > General.
2. Locate the Danger Zone section.
3. Click Delete Organization.
4. Follow the on-screen confirmation prompt to complete the deletion.

The Members tab allows users to view organization membership, manage member roles, invite new members, and review pending invitations.

Organization Members Table

The Organization Members table lists the members who currently have access to the organization.

Column Description
Name Displays the member's display name.
Email Displays the email address associated with the member's account.
SSO Provider Displays the Single Sign-On (SSO) provider linked to the member's account, when applicable.
Organization Role Displays the role assigned to the member within the organization.
Member Since Displays the date the member joined the organization.
Actions Provides available actions for the member, including removal from the organization.

Column Visibility

The Columns option allows users to choose which columns appear in the Organization Members table.

To manage column visibility:

1. Click Columns at the top of the table to open the Column Visibility panel.
2. Select or clear individual columns to show or hide them.
3. Select Select All Columns to toggle all columns at once.
4. Select Restore Defaults to restore the default column visibility.

Organization Roles

Organization roles determine the level of access a member has to organization resources and administrative functions.

Role Description
Owner Has full administrative control over the organization, including organization-level settings and deletion.
Admin Can manage members and settings within the permissions assigned to the role.
Member Has standard access to organization resources.
Viewer Has read-only access to the organization.
None Has no organization-level access permissions assigned.

The roles are listed from highest to lowest access level:

Owner > Admin > Member > Viewer > None

A user can assign only roles that are equal to or lower than their own role.

Changing a Member’s Role

Authorized users can change a member’s organization role, subject to the role hierarchy.

To change a member’s role:

1. Locate the member in the Organization Members table.
2. Select the required role from the Organization Role column.
3. Confirm the change if prompted.

The new role is applied immediately and reflected in the table.

Note: If you change your own role, a confirmation dialog appears before the change is applied. You cannot assign a role higher than your own.

Adding a New Member

Authorized users can invite people to join the organization by assigning them an organization role.

To add a new member:

1. Click + Add New Member at the top of the Organization Members table.
2. Enter the member’s email address.
3. Select an Organization Role from the dropdown.
4. Click Grant Access to send the invitation.

The invitee receives an email invitation. The invitation appears in the Membership Invites table until it is accepted.

Membership Invites Table

The Membership Invites table displays invitations that have been sent but not yet accepted.

The Owner can delete a pending invitation. Deleting an invitation cancels it, and the invitee can no longer accept that invitation.

Accepting an Invitation

To join the organization, the invitee must confirm the invitation and create a new account.

1. Open the invitation received by email and follow the provided link.
2. On the sign-up page, enter a name and password.
3. Click Sign Up to create the account and complete the invitation process.

After successful registration, the invitee is redirected to the project assigned through the invitation.

Projects

The Projects tab opens the Projects page for the current organization, where associated projects are displayed as individual cards.

Projects Page

Element Description
Organization Name Displays the name of the current organization.
Settings Icon Opens Organization Settings.
Members Icon Opens the organization membership settings.
+ New Project Opens the form for creating a project under the current organization.

Project Cards

Each project appears as a card containing the following elements:

Element Description
Project Name Displays the name of the project.
Go to Project Opens the selected project.
Settings Icon Opens the settings specific to the selected project.

Create a New Project

Only users with the Owner or Admin role can create a new project under the current organization.

To create a new project:

  1. Navigate to the organization's Projects page.
  2. Click + New Project in the upper-right corner.
  3. Enter a Project Name.
  4. Click Create.
Note: The new project appears as a card on the Projects page and is automatically associated with the current organization.
Control Plane - Previous Resources
Share this Doc

Organization Settings

Or copy link

CONTENTS

Powered By Sutherland

Robility Chatbot
Robility Assistant
Online