Organization profile
Update your organization’s name and logo.- Name — displayed throughout the platform and in communications
- Logo — upload an image (up to 5MB) that appears alongside your organization name
Organization context
Add background information about your organization that the AI Chat uses automatically. This context helps the AI provide more relevant, tailored guidance across all conversations. Good context to include:- Your industry and sector
- Organization size and structure
- Key business challenges
- Technology stack and existing systems
- Regulatory or compliance requirements
- Current AI maturity and goals
Organization context is available to admins and core team members to edit. All members benefit from it when using AI Chat.
Labels
Create labels to categorize your projects and initiatives. Labels are organization-wide, so any label you create is available across all projects and initiatives. Use labels to group work by:- Department (Finance, HR, Operations)
- Theme (Automation, Customer Experience, Reporting)
- Priority tier (Strategic, Tactical)
- Any other categorization that makes sense for your organization
Members
Manage who has access to your organization and their roles. See invite your team for the full guide.Billing
Manage your subscription and payment details. This section is available to admins only.Roles and permissions
What each role can access in settings
Organization management
Back to organization overview