September 28, 2026

How to Manage Your Organization Settings


Organization settings give you control over your organization's identity, defaults, team access, and billing. Changes made here apply across the entire organization, including all of its workspaces.

Step 1: Open Organization Settings

Click the organization dropdown menu and select Organization Settings.

Step 2: Customize Your Logo and Name

Upload a logo so your organization is easy to recognize, especially if you belong to more than one organization. You can also edit your organization name here.

Step 3: Set Your Default Report Language

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Choose the default language for your reports. Any language is supported, including English, Chinese, Hindi, and Spanish, so reports can be generated in the language your team or stakeholders work in.

Step 4: Set the Origin Qualification Buffer

Define the default value for the origin qualification buffer. This value is applied by default across your organization's origin qualification analyses.

Step 5: Manage Members

Open the Members tab to invite people to your organization as a User or an Admin. Admins have full privileges across every workspace by default. From the member list, you can manage any individual in the organization, change their role, or remove them from the organization.

Step 6: Manage Billing

In the Billing tab, you can view an overview of your balance, update your payment methods, review your payment history, and set your billing preferences.

That's it. Your organization settings are now configured to meet your organization's needs.

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