Administering your organization
Your organization's settings, members, roles and licenses, groups, single sign-on, billing and audit log.
Your organization
- About your organizationConceptWhat an organization is, what Owners and Admins can each do, and the Organization page's five groups: who sees and changes each section.
- Organization settingsHow toChange your organization's name, description, tax status and logo — and why tax status matters for a 501(c)(3)'s scorecards.
- Workflow settingsHow toRename position labels, turn positions or priority off, set your own stages, manage tags and custom fields, and choose how reports are signed and who new notes are visible to.
People
- Roles and licensesReferenceRoles, Full and Basic licenses, and the permission grid: the defaults for each, the locks, and who can change whose.
- Inviting membersHow toInvite someone with a role, a license and groups — and edit, re-send or rescind an invitation before it expires.
- Managing membersHow toChange a member's role, license, permissions, photo, email or groups, remove someone from the organization, and why it always keeps an Owner.
- How sharing and access workConceptWho can see and change a saved view, list or scorecard: item owners, viewers and editors, groups, everyone, and Owners and Admins.