Organization Settings

Configure organization-wide settings, manage team members, and handle billing.

Accessing Organization Settings

Click Settings in the left sidebar (when viewing organization level)
Various settings tabs or sections will be available

Organization Settings Overview

Organization settings control settings that apply across all businesses in your organization, including:

Organization profile information
Team member management
Billing and subscription
API keys and integrations
Security settings

Organization Profile

Basic Information

Organization Name:

The name of your agency, company, or organization
Appears in billing and communications
Used for identification

Organization Type:

Partner (agency managing clients)
Enterprise (multi-location company)
Individual business owner

Contact Information:

Primary email for organization communications
Billing contact information
Support contact details

Team Member Management

Adding Team Members

To add someone to your organization:

Go to the Team or Members section in settings
Click Add Member or Invite User
Enter their information:
- Email address
- First and last name
- Role/permissions
Send the invitation
They'll receive an email to join

User Roles

Assign roles based on what each person should access:

Organization Owner:

Full access to everything
Can manage billing
Can add/remove businesses
Can manage all team members

Organization Admin:

Access to all businesses
Can manage most settings
Cannot manage billing (typically)
Can manage team members

Business Manager:

Access to specific assigned businesses
Can configure business settings
Cannot add/remove businesses
Limited team management

Business Editor:

Can edit assigned business settings
Cannot access organization settings
Cannot manage team members

Business Viewer:

Read-only access to assigned businesses
Can view reports and data
Cannot make changes

Managing Existing Members

For each team member, you can:

Edit role - Change their permission level
Assign businesses - Give them access to specific businesses
Remove access - Revoke their access to the organization
Resend invitation - If they didn't receive the initial email

Removing Team Members

To remove someone:

Find them in the team member list
Click the menu or options button
Select Remove or Delete
Confirm the action
They'll immediately lose access

Billing and Subscription

Viewing Your Plan

Check your current subscription:

Plan name and features
Monthly/annual cost
Number of businesses included
Usage limits (calls, messages, etc.)

Payment Method

Manage payment:

Credit card on file
Update payment information
View payment history
Download invoices

Usage and Billing

Monitor your usage:

Current month's usage
Remaining credits or limits
Cost breakdown by feature
Historical usage data

Upgrading or Downgrading

To change your plan:

Go to billing settings
Click Change Plan or Upgrade
Select a new plan
Confirm the changes
Billing adjusts immediately or at next cycle

API Keys and Developer Access

If you need API access:

Creating API Keys

Go to Developer or API Keys section
Click Create New Key
Give it a descriptive name
Set permissions (read, write, etc.)
Save the key securely
Use it to integrate with your own systems

⚠️ Security: Treat API keys like passwords. Don't share them publicly.

Managing API Keys

View all active keys
See when each was last used
Revoke keys you no longer need
Rotate keys periodically for security

Integrations

Organization-level integrations may include:

CRM Systems - Connect to your CRM
Calendar Services - Google Calendar, Outlook
Payment Processors - Stripe, etc.
Communication Tools - Slack notifications

Setting Up Integrations

Go to Integrations in settings
Find the integration you want
Click Connect or Enable
Follow authorization steps
Configure integration settings
Test to ensure it works

Security Settings

Two-Factor Authentication (2FA)

Enable 2FA for your account:

Go to security settings
Enable two-factor authentication
Scan QR code with authenticator app
Save backup codes in a safe place
Confirm setup with a test code

Highly Recommended: Enable 2FA for all organization owners and admins.

Single Sign-On (SSO)

If available for your plan:

Configure SSO with your identity provider
Allow team members to sign in with company credentials
Centralized access management

Session Management

Control login sessions:

Session timeout duration
Require re-authentication after idle time
Manage active sessions
Force logout all sessions

Notification Preferences

Set organization-wide notification defaults:

Email Notifications:

New business created
Billing updates
Security alerts
System updates

Frequency:

Real-time
Daily digest
Weekly summary
Custom schedule

Data and Privacy

Data Retention

Configure how long data is kept:

Conversation history
Call recordings
Analytics data
Archived business data

Privacy Settings

GDPR compliance features
Data export options
Customer data deletion requests
Privacy policy acceptance

Organization Branding

If available, customize branding:

Logo:

Upload organization logo
Appears in emails and interfaces
Used for white-label features (if applicable)

Colors:

Primary brand color
Secondary colors
Custom theming (if available)

Advanced Settings

Webhooks

For developers:

Set up webhook endpoints
Receive real-time event notifications
Configure which events to receive
Test webhook delivery

Custom Domain

If available:

Use your own domain for customer-facing pages
Set up DNS records
SSL certificate management

Support and Help

In settings, you may find:

Help Documentation - Links to guides
Contact Support - Get help from the team
Submit Feedback - Suggest new features
Report Issues - Report bugs or problems

Audit Logs

View activity logs (if available):

Who made what changes
When settings were modified
Login history
Security events

This helps with:

Compliance and auditing
Troubleshooting issues
Security monitoring
Team accountability

Next Steps

After configuring organization settings:

Set up individual business settings
Configure messaging for each business
Set up phone agents if needed
Browse the app marketplace for integrations

Tip: Review organization settings periodically, especially when adding new team members or changing your business structure.