Organization Settings: General, Members, Roles

Route: /dashboard/organization/settings

This page is the control center for workspace identity, membership, governance, and billing.

Tabs at a Glance

• tab=general: logo, organization name, danger-zone deletion
• tab=members: invite members, review active members, manage pending invites
• tab=roles: role counts, current access, and permission matrix
• tab=subscription: plan and billing cycle
• tab=invoices: recent billing history and Stripe-hosted receipts
• tab=payment-methods: Stripe customer portal handoff
• tab=credits: credit balance, purchase history, auto top-up

For billing-related tabs, continue with:

• Billing and Credits: Subscription, Invoices, Payment Methods, Credits

General Tab

Route: /dashboard/organization/settings?tab=general

Use this tab to:

• Upload or change organization logo (supports image crop before upload)
• Remove current logo
• Rename organization
• Delete organization permanently from Danger Zone

Delete behavior:

• Requires explicit confirmation
• Clears organization-scoped data and returns user to /dashboard
• Operation is irreversible

Members Tab

Route: /dashboard/organization/settings?tab=members

Use this tab to:

• Invite a teammate by email
• Assign role on invite (member, admin, owner constraints apply)
• Review active members
• Review pending invitations

Invite and limit notes:

• Member limits are enforced by plan limits
• Duplicate pending invitations are rejected

Roles Tab

Route: /dashboard/organization/settings?tab=roles

Use this tab to:

• Review the count of owner, admin, and member seats
• Confirm your current organization role
• Use the built-in permission matrix as the reference for billing, automation, invite, and destructive actions

Important role model:

• owner: full organization control, including destructive operations
• admin: manages day-to-day operations, billing, invites, and automation
• member: works with shared workspace resources, but cannot manage protected controls

Platform admins still retain full platform-wide access, but the roles tab is the correct place to explain organization-local permissions to operators.

Operational Recommendations

• Standardize naming conventions before inviting broader teams
• Use role assignment conservatively (admin/owner only where required)
• Keep pending invitations clean to reduce confusion during onboarding
• Review the roles tab before granting API key, billing, or webhook responsibilities

Troubleshooting

• Could not save organization: usually permission/session mismatch or backend validation failure.
• Member invite fails with FORBIDDEN: organization may have reached plan member limit.
• Logo upload fails: check storage config and signed upload URL flow.