Administration & Integrations
Under Administration, you configure settings that apply to your entire organization: Organization, Team Members, Integrations, and Billing.
Team Members
Section titled “Team Members”Under Team Members, you keep your team up to date. A good rhythm:
- Check who actually needs access.
- Remove anyone who’s no longer part of the team.
- Review roles and responsibilities.
- If in doubt, clarify who makes business decisions.
Integrations
Section titled “Integrations”The Integrations section consolidates your organization’s central connections.
Email Mailboxes: Connect your company’s mailboxes via IMAP and specify for each mailbox who’s responsible and who can see it—organization-wide or private. Once connected, a mailbox is also available for email import in documents.
Billing
Section titled “Billing”Under Billing, you see your organization’s platform usage. Why Credits and business invoicing are two different things is explained in Credits & Billing.