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Organization Settings

Manage your organization, team members, and global settings.

What is an Organization?​

An organization groups:

  • Users (team members)
  • Projects
  • Shared configurations (SMTP, branding)
  • Desktop application seats

Switch Organizations​

You can switch between organizations using the select input in the navbar at the top of the page.

Access Organization Management​

  1. Click on your name in the top right
  2. Select "Organizations"
  3. You are on the organization management page

From this page, you can:

  • Create a new organization
  • Edit an existing organization you belong to

Organization Details​

View Organization Summary​

The Organization Details section displays:

  • Organization name
  • Contact information
  • Logo
  • Member count

Edit Organization​

  1. Click "Edit Organization" button
  2. A form appears with the following fields:
    • Organization Name: Your organization's name
    • Address: Organization address
    • Phone: Contact phone number
  3. Click "Change Logo" to upload a new organization logo
  4. Save your changes

Members​

View Members​

The Members section displays a list of current organization members with their roles.

Invite a Member​

  1. Click "Invite Member" button
  2. A form appears with the following fields:
    • Email Address: The email of the person to invite
    • Role: Select either Standard or Admin
  3. Click "Send Invitation" or "Cancel"

Member Roles​

RolePermissions
AdminFull access to organization settings and all projects
StandardAccess to assigned projects only

SMTP Settings​

Configure email sending for your organization. Multiple SMTP configurations can be added, edited, or removed.

See SMTP Configuration for complete details on:

  • Adding SMTP configurations
  • Testing SMTP settings
  • Setting default SMTP configuration
  • Managing multiple SMTP accounts

Active Sessions​

This section shows how many Desktop application seats are currently being used by your organization members.

Danger Zone​

Delete Organization​

Irreversible Action

This action is irreversible and will permanently delete all organization data!

This will permanently delete:

  • All projects and their data
  • All submissions and visitor data
  • All videos and media files
  • All team members' access
  • All organization settings

To confirm deletion:

  1. Click "Delete Organization"
  2. Type the organization name exactly as shown (e.g., "admin@example.com's Organization")
  3. Confirm the action
This Action Cannot Be Undone

Once deleted, all data is permanently removed and cannot be recovered.

Next Steps​