Managing Your Organization

To effectively manage your organization, ensure that you are within your organization’s workspace. If not, navigate to Administration → Organization.

Click the Manage Organization button. A dropdown menu will appear with the following options:

• Invite New Users
• View Permissions
• Upload Logo

Inviting New Users

To invite new users, select Invite New Users from the dropdown. Ensure the following prerequisites are met:

• You are an Admin of your organization.
• The invitee has a corporate email associated with your organization.

Steps to Invite Users

Note: An invitation email will be sent to the user. Ensure the email address entered is correct.

Post-Invitation Status

• Once invited, the user will be displayed under the Current Users in Organization section.
• If the user has not accepted the invitation, their status will be shown as Pending Invitation.
• Upon accepting the invite, the status will update to Verified User.

You can then perform the following actions:

• Assign Roles: Assign roles to the user. Refer to How to Assign Roles to Users for more details.
• Delete Users: Remove users by clicking the Delete button.

Viewing Permissions

To view permissions assigned to you by the Admin, select View Permissions from the dropdown menu. A detailed list of your permissions will be displayed.

Uploading a Logo

To upload your organization’s logo, follow these steps:

Guidelines for Uploading

• The file must be in PNG or JPEG format.
• The file size should not exceed 5 MB.

Uploading a logo enhances your organization’s identity and maintains a professional appearance.

Notes

• Ensure all actions are performed within your organization’s guidelines.
• Contact your Admin or support team for assistance.