Organization

Organization is the control panel for your team — manage members, invites, branding, BAA, SSO, and billing. Visible only to organization accounts.

1. 1
   Overview (tab)

   Org summary, members count, plan, and quick stats.

2. 2
   Members (tab)

   Member list with roles, permissions, and invites.

3. 3
   Settings (tab)

   Org name, branding, defaults, BAA, SSO. Owners and admins only.

4. 4
   Usage (tab)

   Same data as the Analytics page, scoped to the org.

5. 5
   Audit (tab)

   Opens the Audit Logs section (also reachable at organization/audit-logs).

6. 6
   Billing (tab)

   Org plan, seats, and invoices. Owners and admins only.

7. 7
   Transfer ownership (Overview)

   Hands the owner role to another member.

8. 8
   Delete organization (Overview)

   Permanently deletes the org. Asks to confirm.

9. 9
   Leave organization (Overview)

   Removes you as a member. You can't leave if you're the only owner.

10. 10
    Invite member (Members)

    Send an invitation by email.

11. 11
    Edit member (Members)

    Change a member's role or permissions.

12. 12
    Remove member (Members)

    Removes the member from the org.

13. 13
    Cancel invite (Members)

    Revokes a pending invitation.

14. 14
    Save settings (Settings)

    Persists org name, branding, and default settings.

15. 15
    Sign BAA (Settings, healthcare)

    Opens the BAA signing flow for HIPAA compliance.