How to edit organization details?

The Organization Details section lets you view and manage essential information about your organization, such as its name, industry, and billing information.

Depending on your role Owner, Manager, or Member you can perform the following actions:

• Edit Organization Details
• Transfer Ownership
• Delete Organization
• Leave Organization

Each action is explained in detail below.

Edit Organization Details

Who can do this: Owners and Managers

Steps to edit:

1. Navigate to the Settings page.
2. Select Organization Details.
3. Click the Edit button.

You can update the following fields:

• Organization Name
• Industry Type
• Billing Address
• Billing Email Address
• Revenue
• Country

After making the necessary changes, click Save.

The updated information will now appear in the Organization Details section.

Transfer Ownership

Who can do this: Only the Owner

Requirements:

• At least one Manager must exist in the organization.
• Ownership can only be transferred to one Manager.

Steps to transfer ownership:

1. Go to Organization Details and locate the Organization Actions section.
2. Click Transfer Ownership.
3. Choose a Manager from the list.
4. Click Transfer to confirm.

Ownership will be successfully reassigned to the selected Manager.

Delete Organization

Who can do this: Only the Owner

Important: This action is irreversible. Deleting the organization will permanently erase all associated data.

Steps to delete an organization:

1. Go to Organization Details > Organization Actions.
2. Click Delete Organization.
3. You will be asked to enter the Organization Name to confirm.
4. Enter the name and click Delete.

The organization will be permanently deleted.

Leave Organization

Managers and members can leave the organization at any point of time. But, for an owner to leave the organization, he has to first transfer the ownership to one of the existing managers, and only after that he will be able to leave the organization. If you have to rejoin the organization after you have left, a manager will have to invite you to the organization again using your email address.

Steps to leave an organization:

1. Go to Organization Details > Organization Actions.
2. Click Leave Organization.
3. Confirm your choice by clicking Leave on the prompt.

You will be removed from the organization. To rejoin, a Manager must re-invite you using your email address.