Organisation
What the organisation is, what you find under ‘Organization settings’ and where the other organisation topics are.
Settings → Organization → Organization settings. The page is open to people with the permission ‘Organization and defaults’; admins always have it.
What the page shows
Under ‘Organization’ is the name of your organisation. You set the name during registration and can change it here at any time: enter a new name and click Save. The address (identifier) of the organisation stays the same. People with the permission ‘Organization and defaults’ may change it; in the demo it is locked.
Overview
Under Settings → Organization → Overview are the most important figures of your organisation as tiles of equal size: employees, guests, projects, leads, calls of the last 30 days, phone numbers, available credits, founding date and identifier. A click on employees, guests, phone numbers or credits opens the matching setting. Refresh reloads the figures. The overview is visible to people with the permission ‘Organization and defaults’.
Where you find the rest
The other settings of an organisation are in their own items:
| Topic | Where | Page |
|---|---|---|
| Invite and manage employees and guests | Organization → Team | Invite employees |
| Profiles and rights | Organization → Roles and permissions | Roles and permissions |
| Details of the invoicing party | Organization → Billing data | Billing data |
| Storage and database | Organization → System and database | System and database |
| Demo | Organization → Demo | Demo organisation |
| Stages, sub-stages and documentation | Sales → Sales flow | Sales flow |
| Adopt ready-made flows by industry | Marketplace › Sales flows | Marketplace |
| Folders and contact card | Sales → Defaults | Defaults |
| Appointment types, booking times and calendar links | Sales → Calendar | Book appointments |
| Custom fields | Sales → Custom fields | Custom fields |
| Logo, favicon, colour | Appearance → Design | Menu and design |
| Delete organisation | Account → Account | Delete organisation |
Switching between organisations
If you belong to several organisations, click the arrow next to your name at the bottom of the sidebar (‘Switch organization’) and choose one. The current one is marked with a tick.