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Organization settings are available at /settings. You must have the Admin role to access this page. The Settings page has four tabs: Organization, Team, Billing, and Webhooks.

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Organization tab

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Rename your organization

Edit the Organization name field and click Save (or press Enter). The updated name appears across the product immediately. The organization slug — used in embed URLs — is read-only and displayed below the name field. It cannot be changed after your organization is created.

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Manage departments

Departments let you organize documents by team or function (for example, Marketing, Operations, or HR). When a team member creates or edits a document, they can assign it to a department as optional metadata. Add a department:
  1. Type the department name in the input field.
  2. Click Add or press Enter.
Remove a department: Click the × on any department chip. The department is removed from the list immediately. Existing documents that referenced it are not affected.

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Team tab

The Team tab shows every member of your organization with their name, email, role (Admin or Member), and document count.

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Invite a team member

1

Enter the email address

Type the colleague’s email into the Invite a team member field.
2

Send the invitation

Click Send invite. An invitation email is dispatched to that address.
3

Invitee accepts

The invitee opens the email, follows the link to /accept-invite, sets a password, and joins the organization.
New members join with the Member role. Admins can promote any member to Admin at any time.

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Change a member’s role

  • Click Make admin to promote a Member to Admin.
  • Click Make member to demote an Admin to Member.
The last Admin in an organization cannot be demoted. This safeguard prevents an organization from being left without an administrator.

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Remove a member

Click Remove next to the member. If they own documents, a dialog will appear listing those documents and prompting you to reassign them before the removal can proceed.

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Reassign documents from a member

1

Open the reassign modal

Click Reassign documents next to the member whose documents you want to transfer.
2

Select documents

Check the documents you want to transfer. All of the member’s documents are checked by default.
3

Choose a target member

Select the new owner from the Transfer to dropdown.
4

Confirm transfer

Click Confirm transfer.

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Roles

RoleAccess
AdminFull access to Settings. Can manage team members, departments, webhooks, and billing. Can edit or delete any webhook in the organization.
MemberCan create and manage their own documents. Can access their Profile and manage webhooks they personally created.