Organisation Settings
Organisation Settings is where you manage your organisation’s profile, branding, and team membership. Access it from Organisation Settings in the project sidebar, or from the bottom of the left navigation.
General settings
The Settings sidebar has two main sections — General (Organisation and Users) and Workspace (Shared Resources, Playbook, Document Templates, Success Plan).
Organisation Details
| Field | Notes |
|---|---|
| Organisation Name | The display name shown across the platform |
| Slug | Used in all URLs for this organisation. Changing the slug will break existing links. |
| Description | A short description of the organisation, shown on the organisation profile |
| Website URL | Optional link to the organisation’s public website |
Click Update Details to save changes.
Organisation Logo
Upload your organisation’s logo — it appears in the platform header and throughout the application. Requirements:
- Square image, 512×512px or larger
- Max file size: 2MB
- Formats: PNG, JPG, SVG
Use Change Logo to upload a new image. Refresh URL forces the platform to reload the logo from storage if it’s not displaying correctly. Remove deletes the current logo.
Brand Colours
Below the logo panel (scroll down on the settings page), you can set a Primary Colour and Secondary Colour for your organisation. Enter a hex value directly or use the colour picker. A live preview shows how the colours will appear in the platform.
Click Update Brand Colors to save.
Users (Team Members)
Navigate to Users in the settings sidebar to manage organisation members.
The members list shows each person’s name, email address, and current role. From this page, Organisation Owners and Admins can:
- Invite Member — send an invitation by email, assigning either an Admin or Member role
- Edit Role — change a member’s role between Admin and Member
- Remove (trash icon) — remove a member from the organisation
Owner is a protected role and cannot be assigned or removed from the Users page. See Roles and Permissions for details on what each role can do.
Workspace settings
The Workspace section of the settings sidebar provides additional configuration areas:
| Section | Purpose |
|---|---|
| Shared Resources | Manage resource documents shared across all projects in the organisation |
| Playbook | Configure organisation-level playbook project types and methods |
| Document Templates | Manage templates used for engagement plans and outcomes reports |
| Success Plan | Configure success planning templates for the organisation |
Next steps
- Roles and Permissions — understand organisation and project access levels
- Getting Started — initial organisation setup walkthrough
- Project Settings — configure individual project details