Organization Settings
How do I change my organization name or domain?
Go to Settings > Profile. You can edit the name or domain directly from the dedicated fields. The change is immediately applied by the AI agent for follow-ups.
Tip: if your trade name differs from your legal name, include both.
How do I add a member to my organization?
Go to Settings > Members, enter the email address and click Add. The new member will receive an invitation email to create their account and access the organization.
How do I remove a member from my organization?
In Settings > Members, click the trash icon next to the member's email address. Removal is immediate and the member will no longer have access to the platform.
Can I use multiple email addresses for the same member?
No. A member can only be associated with a single email address. If a member uses multiple addresses, they will need to create a separate account for each email.
Can I restrict access to certain modules?
No. All organization members have access to all modules.