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Organizations

Home / Documentation / Organizations


Return to Accounts UI

  • Organization term label: Organization, business, company, etc.
  • Allow adding new org from tab?: Allow the My Organization tab to add new organizations without membership purchase.
  • Pendings require Admin or Primary Contact?: Only the primary contact of each organization can view and edit the organization’s pending staff.
  • Allow user to change to another organization: Admin approval is not required.
  • Edit info require Admin or Primary?: Only the primary contact of each organization can edit the organization’s information.
  • Edit staff require Admin or Primary Contact?: Only the primary contact of each organization can edit the organization’s staff. Note: Pending staff cannot view the list, other staff can view the list.
  • Display and prevent editing of “linked” addresses: Do not allow editing of addresses linked to other customers (organizations). Note: Enabling this will also display who the address is linked to in the address dashboard section.
  • Display Staff Related Invoices?: Display invoices owned by individuals from same organization.
  • Pending relationship type
  • Admin relationship type
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