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View and manage your organization information, locations, branding, and subscription details.
Changes made here affect how your organization appears across the platform.

What you can do here

  • Manage company information
  • Manage organization locations
  • View subscription overview
  • Review organization owner information
  • Update branding and company description

When to use this

Use this when you need to:
  • Update organization information
  • Add or manage company locations
  • Review subscription details
  • Update company branding
  • Edit the company description

Access Organization Management

1

Open Organization Management

Click Organization Management from the left navigation panel.
2

Review settings

The right side displays organization settings and details.
Org management Overview 1

Areas in Organization Management

Company information

Basic organization details like name, email, website, industry, and size.

Company locations

Manage office locations used across workflows.

Subscription overview

Current plan and module list, with a shortcut to Subscription & Billing.

Organization owner

Owner identity and designation for the organization.

Company details

Company description and public-facing info.

Brand colors

Product-level theme/brand color controls (where available).

Subscription overview

This section displays:
  • Current subscription plan
  • Available modules
Click View All to open Subscription & Billing.
Last modified on June 19, 2026