Managing organization settings & team seats

Steps

1. Open "Organization" from the left sidebar (available to Organization Admins).
2. Enter your company name, upload your organization logo, and set public contact email/phone.
3. Add legal footer details (such as travel license numbers, tax IDs, or terms links) that appear on all proposals.
4. Click "Create invite link" to generate a secure registration link for new team members.
5. Assign team roles: "Organization Admin" for full management access, or "Account Manager" for creating and editing proposals.
6. Manage team member seats, review active invites, and revoke pending invitation links as needed.

Notes

• Organization branding automatically applies to all proposals created by any team member.
• Only Organization Admins can modify company settings, billing, or team access.