Introduction

Understand organizations, their settings, and the difference between organization and workspace access.

An organization is the top level of your account. It contains your workspaces, members, shared settings, and billing plan. You can belong to more than one organization.

Organization
└── Workspace
    └── Database
        ├── Records
        ├── Fields
        ├── Views
        └── Automations

Select the organization you want to work in before you change its settings. Changes apply to that organization only.

Open organization settings

Open Settings from the organization’s sidebar. The organization owner and Organization Administrators can manage organization-wide settings and members.

Administrators see every settings tab except Billing and Usage. Only the owner can manage billing, view usage, or delete the organization. Administrators cannot remove the owner or change the owner’s access level.

Settings guide

AreaWhat it controls
General SettingsName, URL, image, color, appearance, workspace terminology, and deletion.
Date & Time DefaultsDisplay defaults that members inherit until they choose their own values.
MembersOrganization membership, sign-in methods, and workspace memberships.
SidebarPlatform items shown in the organization sidebar.
Field LibraryFields shared across the organization.
White LabelCustom domains, branding, and email sender settings.
BillingTier purchases, subscriptions, payments, and invoices. Owner only.
UsageResource usage and plan limits. Owner only.

The AI tab contains organization-level provider and access settings. See AI Agent Getting Started. The Integrations tab manages organization integrations. The Trash tab provides organization-wide access to deleted items; see Trash.

Plan requirements

White label requires Pro or Enterprise. Other feature requirements are listed in their settings guides.

Organization access and workspace access

An organization role controls organization-level administration. A workspace role controls what you can do in that workspace. A member can have different roles in different workspaces.

Owners and Organization Administrators can manage any workspace’s settings. They can also find workspaces they have not joined and join as an administrator.

Use Roles & Permissions to compare workspace roles. Use Personal Settings for preferences that belong to your own account.

Get support

For help with organization access or settings, see Help & Support.