Update and edit your settings across the organization. This includes profile details, members, integrations, and billing.

Profile

• Update your personal profile information.
• Includes name and profile photo.

Organization

• Update your organization’s profile information.
• Includes name, profile photo, and custom color themes.

Members

• Manage members for your organization and their roles here.

Members > Invite

• Enter email address to invite a new member to your organization.
• Select their role with the drop down menu beside the text field.
• Click ‘Send Invite’ to invite another member to your organization.

Integrations

• Connect, manage, and add your integrations across all workspaces.
• Once an integration is added it will appear in a list format, some options include:
  • Delete integrations with the trash bin icon.
  • Edit integrations and add additional connections with the pencil and notepad icon.

Integrations > Add Integration

• Select ‘Add Integration’ to choose from one of many platforms available in our integrations marketplace.
• Follow the OAuth flows to connect a new integration.