How To: Navigate to the Organization Settings Page

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Accessing the Organization Settings Page in order to make changes to an organization's billing and integrations.

For Existing Workflows

  1. Locate the circular user icon on the top right of the page's navigation bar and click it.

Navigation Bar

  1. Find the option with your organization name + settings in the Dropdown menu. In this example, select "Paperwork LLC Settings".

Settings Dropdown

  1. You will be redirected to the Organization Settings Page.

Organization Settings Page


If you have more than one organization associated with your account you will see options for each individual organization settings page. You must be an organization admin to access this page.

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