Organization Settings

Team Management

Invite team members from Settings > Team: 1. Enter their email address 2. Assign a role (Analyst, Org Admin, Client, API Consumer) 3. They receive an invitation email

Roles

Org Admin — Full access, team management, billing

Analyst — Generate reports, view companies, use features

Client — View shared reports only

API Consumer — Programmatic access only

Credit Allocation

Org Admins can view credit usage per team member. Credits are shared from the organization pool.

Organization Profile

Update your org name, logo, industry, and description from the Settings page. This appears on branded exports.

Organization Settings