Organization

Organization

View organization details and manage team members.

Quick Start

The Organization page shows your company information and team members. Access it from DashboardOrganization.

Organization overview page

Company Information

The top card displays your company details:

Company Details

FieldDescription
Company NameYour business name
EmailCompany email address (clickable mailto link)
PhoneCompany phone number (clickable tel link)
AddressFull business address (multi-line)
TimezoneOrganization timezone in IANA format
CreatedDate when organization was created
Organization IDUnique ID with copy button

Organization ID

  • Unique identifier for your organization
  • Used for API integrations and support
  • Click the copy button to copy to clipboard

Team Members

Team member management appears below company information.

Note: Solo plan users cannot add team members. This feature requires Pro or Enterprise plans.

Member List

Table showing all organization members:

ColumnInformation
NameMember's display name
EmailMember's email address
RoleADMIN, MEMBER, or GUEST
StatusActive or Pending invitation
JoinedDate when member joined
ActionsEdit role, resend invite, or remove member
Team members list

Member Roles

RolePermissions
ADMINFull access. Can manage organization, members, and all data
MEMBERCan create and manage invoices, customers, products

Inviting Members

  1. Enter email address
  2. Select role (ADMIN, MEMBER, or GUEST)
  3. Click Send Invitation
  4. Invitation email sent to the address
  5. Member appears in list with "Pending" status
Invite member form

Invitation expires: Invitations expire after 7 days.

Managing Members

Resend Invitation:

  • For pending members only
  • Click resend icon
  • New invitation email sent

Remove Member:

  1. Click delete icon
  2. Confirm deletion
  3. Member immediately loses access
  4. Cannot remove yourself
  5. Organization owner cannot be removed

Settings Button

Click the Settings button (top-right) to access Organization Settings where you can edit company information and manage logo.


Organization | PineBill Documentation