Organization settings

Workspace identity, members, and billing.

Organization settings cover the administrative surfaces for your workspace: organization-level identity, the people who can sign in, and how you pay.

Organization name, locale, and contact details.

Invite members, assign roles, and structure teams.

Plans, invoices, and seat management.

Automatic assignment

Rules that route specific leads to specific owners.

General info

Organization name, locale, and contact details.