Organization
Organization
View organization details and manage team members.
Quick Start
The Organization page shows your company information and team members. Access it from Dashboard → Organization.

Company Information
The top card displays your company details:
Company Logo
- Displays uploaded company logo (if set)
- 96x96px preview
- Set in Organization Settings
Company Details
| Field | Description |
|---|---|
| Company Name | Your business name |
| Company email address (clickable mailto link) | |
| Phone | Company phone number (clickable tel link) |
| Address | Full business address (multi-line) |
| Timezone | Organization timezone in IANA format |
| Created | Date when organization was created |
| Organization ID | Unique 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:
| Column | Information |
|---|---|
| Name | Member's display name |
| Member's email address | |
| Role | ADMIN, MEMBER, or GUEST |
| Status | Active or Pending invitation |
| Joined | Date when member joined |
| Actions | Edit role, resend invite, or remove member |

Member Roles
| Role | Permissions |
|---|---|
| ADMIN | Full access. Can manage organization, members, and all data |
| MEMBER | Can create and manage invoices, customers, products |
Inviting Members
- Enter email address
- Select role (ADMIN, MEMBER, or GUEST)
- Click Send Invitation
- Invitation email sent to the address
- Member appears in list with "Pending" status

Invitation expires: Invitations expire after 7 days.
Managing Members
Resend Invitation:
- For pending members only
- Click resend icon
- New invitation email sent
Remove Member:
- Click delete icon
- Confirm deletion
- Member immediately loses access
- Cannot remove yourself
- 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.
Related Topics
- Organization Settings - Edit company details
- Subscription Plans - Upgrade to add team members