Skip to main content
Organisation in the sidebar groups everything about your organisation as a whole. A company sees Overview, Organisation Profile, Plan & Usage, Members, Advisors, Logs, and Settings; in an advisor firm the same group lists the firm’s own people under a single Advisors entry instead of Members, and the partnership pages live on the Clients side.

​
Overview

Organisation, “Your organisation’s details and readiness profile.” is the landing page: your organisation’s details and the state of its readiness profile in one place. It is readable by every member; the actions on it follow your role.

​
Settings and branding

Organisation → Settings is titled Organisation settings, “Manage how [your organisation] appears across the app.” It holds Branding: the mark shown beside your organisation’s name everywhere in the app. You can set either a logo or an icon:
  • An icon is one of a curated set of marks with an accent colour, chosen in the picker.
  • A logo is your own image, either captured from your organisation’s website or uploaded. Switching back to the icon keeps the stored logo, so the toggle is reversible without re-uploading.
Only owners and admins can change branding. A member opens the same page and sees the mark with a Read-only badge and the line “Only owners and admins can change the branding.”

​
Logs

Organisation → Logs records what has happened in your organisation: “Everything that has happened in your organisation.” Each row shows When, who acted, the Action, its Target, the Result, and any Details. Logs shows in the nav for everyone, but the log itself is owner and admin reading. A member who opens it is sent straight back to the dashboard without an explanation, and the database refuses the read as well, so the restriction is real rather than a hidden menu entry. Two narrower views open the same table already filtered:
  • One member, “Activity for one member, as the actor or the subject.”, reached from that person’s row on Members.
  • One run, “Activity for one evaluation run.”, reached from a report or run.
Both show a View all logs link back to the unfiltered page. Personal details and anything sensitive are stripped before a log entry is shown.

Organisation profile

The profile the assessments and reports read from.

Team members

Invitations, roles, and who can do what.