The Organization Profile allows Account Owners to manage organization-wide settings including name, logo, industry information, and data retention policies.
Only Account Owners can edit organization profile settings. Admins and View-only users can view the profile but cannot make changes.
Profile Section
- Organization Logo – Upload a new logo by clicking the upload area. Logo appears on exported PDFs, in organization listings, and in the sidebar.
- Organization Name – Edit the name and click Save changes to update. Changes appear throughout the platform.
- Domain – Optional field for your organization’s domain (e.g., example.com)
- Organization ID – Read-only unique identifier (click copy icon to copy)
- Slug – Read-only URL-friendly identifier (click copy icon to copy)
Details Section
- Industry – Select from dropdown (optional)
- Employee Size – Select size range from dropdown (optional)
Click Save changes to update organization details.
Data Retention
Manage how long different types of data are retained. See Data Retention for detailed information. 