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Your organization

Understand your company workspace and update its details.

What it is and why it helps

Your organization is the company workspace grouping subcontractors, requirements, coworkers, settings, and billing.

How to use it

  1. Enter the company name and optional company details during onboarding.
  2. Open Settings to review Company Profile & Branding.
  3. If your role permits it, change the company name or address and save.
  4. Invite coworkers from Team Members to keep their work in this workspace.

Workspace selection

The current application selects an existing workspace automatically and has no organization switcher. If you belong to multiple companies and see unexpected records, contact support.

Owners and workspace administrators can change general settings; members can read them. Billing management is reserved for the owner.

Put this into practice

Open this feature