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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.

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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)

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Details Section

  • Industry – Select from dropdown (optional)
  • Employee Size – Select size range from dropdown (optional)
Click Save changes to update organization details.

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Data Retention

Manage how long different types of data are retained. See Data Retention for detailed information.