Manage Organization
Organization settings, members, custom roles and permissions, and ownership.
Created: September 16, 2026
Updated: September 18, 2026
Overview
Open your avatar menu and choose Manage Organization. Tabs: General, Members, Invitations, and Organization Chart (admins and owner). Changes require the Admin role.
| Role | Can do |
|---|---|
| Owner | Everything an admin can, plus transfer or delete the organization. |
| Admin | Full access to every feature; manage settings, members, invitations, and roles. |
| Member | Only the areas granted by their permissions or custom role. |
General Settings
| Setting | What it does |
|---|---|
| Organization name | Shown across the app and in emails. Click Save. |
| Default dashboard | Where members land after signing in. |
| Time Zone | Used for voicemail and missed-call emails, ticket reminders, business hours, and scheduling. |
| Logo | Square image up to 2 MB — Upload image, then Upload. |
The side panel shows the Org ID (with a copy button — support may ask for it), members, and Max allowed members.
Members
The Members tab lists everyone with their Role and Last Login. Search by name or email, and click a name for their profile details. To add people, see Invite Team Members.
Change a Member's Role
- Click the member's Role button (you can't change the owner or yourself).
- Choose Admin or Member.
- For Members, pick a custom role or adjust Read / Write permissions.
- Click Update.
Remove a Member
Click the trash icon and Remove Member. They immediately lose access to the organization. This can't be undone — invite them again to restore access. Reassign their phone number and records first if needed.
Roles & Permissions
Custom roles (e.g. Manager, Seller) let you give the same permissions to many Members. Owners and admins always see everything.
Custom roles are also called permission groups, and there's a quicker way to manage them: CRM → Admin → CRM Team lets you create a role, set its permissions, and assign it to many members at once. Roles created there appear on this chart automatically. See Permission Groups.
Create Custom Roles
- Open the Organization Chart tab and click New Role.
- Enter a name and click Add. Role names are saved in capitals.
- Drag and connect roles in the chart to set the hierarchy under Owner → Admin.
- Click Save Roles.
- Click the gear next to the role, set its permissions, and click Save Permissions.
Click Save Roles before configuring a new role's permissions — the gear won't work until the role is saved.
Rename or delete a role with the buttons in the top-right corner of its box on the chart: the pencil (or a double-click on the name) renames it in place — press Enter to save or Escape to cancel — and the × deletes it after a confirmation. Both take effect straight away, without Save Roles. Renaming keeps the role's permissions, its members and its connections; deleting takes members out of the role but leaves their current permissions in place.
Remove a link between two roles by clicking the line so it turns blue and pressing Delete or Backspace, or by right-clicking it and choosing Delete link. Then click Save Roles. Links are reporting lines — a role sees the contacts and companies of the roles directly below it — and saving updates that straight away.
Permission Areas
| Area | Includes |
|---|---|
| AI Phone Agents | Agents (prompt, knowledge base, turn detection), Call Logs, Phone Numbers, Batch Calls, Tools, Billing |
| AI Assistance | New Chat, Knowledge Base |
| Ticket System | Tickets, Tasks, Catalog, Workflow, Knowledge Base, Analytics, Chat Widget, Admin |
| CRM | Contacts, Companies, Deals, Activities, Documents, and each CRM Admin card, custom tab, and custom object |
| QA Calls | Campaigns, Upload, Results, Agents, Analytics |
| Phone | Softphone, Text Messages, Fax, Call Logs |
Read lets a member view an area; Write lets them change it.
Transfer Ownership
Only the owner can do this, from General → Danger Zone:
- Click Transfer.
- Choose the Member to Transfer To and type the organization name to confirm.
The new owner becomes an admin-owner and you become a Member. To delete the organization instead, see Delete Organization.