Manage an Organization's Settings

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User Roles & Permissions Apply

Any of the functionality mentioned below requires the appropriate permissioning to achieve. For detailed information on the necessary roles and permissions, please refer to the Member Access & Permissions guide.

Create, View, & Access Related Projects

The Projects section of your Organization Settings includes all of the projects tied to the current organization.

From this section, you can either:

  • Create a New Project
  • Access any Related Project
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To create a new project:

  1. From the Home page, in the upper-right hand corner, hover on My Account and click Organizations in the drop-down.
  2. ON the Organizations page, click on the Projects section and then click on the Create New Project button located in the upper right-hand corner.
  3. In the Create New Project modal, please provide the name for your new project and click Create.
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View/Update Organization Profile

The Profile section of your Organization Settings allows you to provide basic information about your organization.

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Manage Billing

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Please refer to the Manage Billing guide for detailed information on how to set up and modify your Billing settings.

Manage Organization Members

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Please refer to the Member Access & Permissions guide for detailed information on how to add new members to your Organization and/or related Projects.


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