The platform is built upon the concept of organizations.
An organization contains a specific set of data and settings such as address, logo, users, and any custom playbooks. Hubs created under that organization will be linked to those specific settings and branding.
For someone to make changes at the Organization level, the User must be set up as an “Admin” in the organization.
A Pro User can be linked to multiple organizations. Likewise, an Admin User can be linked to multiple organizations.
To access this page, click the Organization icon on the left navigation bar.
NOTE If you are a part of multiple organizations, you’ll need to adjust the settings for each one individually.
To switch between organizations:
-
locate the drop-down menu in the top right corner.
- Select the organization you’d like to change.
- Confirm the change has been selected and proceed with your edits.
Organization Settings
At the top of the page there are cards which link to specific customization settings:
- Connections: Upload and sync data from other systems such as Transaction Management or CRMs
- Service Providers: Add and your in-house solutions & referral partners
- Playbooks: Pre-configured settings for Hubs
- Content: Task lists, articles and videos, & forms
- Profile & Branding: General information & branding
Other Settings
- Users: Add and remove users from your organization
- Hubs: View the hubs linked to your organization and access their Hub Settings -- you will not be able to enter the hub unless you are invited in as a hub member