Organization Setup Guide

This guide covers everything you need to configure and manage your organization. Only users with the Manager role can access organization settings.

To reach any of these sections, navigate to the Organization area in the main sidebar. You will see tabs for Profile, Members, Integrations, Custom Fields, Subscription, Credits, and Billing.

Profile

The Profile page is where you set your organization’s core details. Navigate to Organization → Profile.

Identity

• Organization Name — The name of your business as it will appear throughout the platform.
• Organization Email — A shared contact email for your business. This address receives account and billing notifications, so use a mailbox that is actively monitored. It must not already be in use by another organization.
• Phone Number — A contact phone number for your organization.

Location & Localization

• Post Code / ZIP Code — Your business’s postal code. Changing this may affect the VAT or sales tax applied to your subscription.
• Country — The country your business operates from. Changing this may also affect your tax calculations.
• Time Zone — The time zone your team works in. All dates and times shown in the platform are displayed in this time zone.

Logo

Upload your organization’s logo (JPEG or PNG, max 1 MB). Square images work best. Your logo appears in branded areas of the platform.

Watermark

Upload a watermark image that will be laid over your listing photos (PNG only, max 1 MB). The watermark should have a white foreground and a transparent background, and be either square or horizontal in shape. Note that changes to your watermark only apply to photos uploaded after the change — existing photos are not affected.

Members

The Members page is where you manage the people who have access to your organization. Navigate to Organization → Members.

Roles

Every team member is assigned one of two roles:

• Associate — A standard team member. Associates can use the platform but cannot access organization settings or billing.
• Manager — A team member with elevated privileges. Managers can access all organization settings, including billing, subscriptions, and member management.

Always assign the least amount of privilege required. Most team members should be Associates unless they specifically need to manage the organization.

Inviting a New Member

Click Invite user to open the invitation form. Enter the new member’s email address and select their role. The platform will send them an invitation link by email. When they follow the link, they’ll be prompted to set their name and password to complete their account setup.

The email address you enter must not already be registered with another account. The number of members you can invite depends on your subscription plan — if you’ve reached your limit, you’ll need to upgrade before adding more.

Changing a Member’s Role

From the members table, open the dropdown menu next to any team member and choose Change to Manager or Change to Associate to toggle their role. You cannot change your own role.

Removing a Member

Open the dropdown menu next to the member you want to remove and choose Delete team member. Before the member is removed, you’ll be asked to choose another team member to receive ownership of their resources (such as listings). You cannot delete your own account from this page.

Integrations

The Integrations page lets you connect third-party services to your organization. Navigate to Organization → Integrations.

The page is divided into two sections: integrations that are currently connected, and integrations that are available to connect.

Custom Fields

Custom fields let you extend the platform’s built-in data with fields specific to your business. For example, you might add a field to track a contact’s preferred contact time, or a listing’s development phase. Navigate to Organization → Custom Fields.

Where Custom Fields Appear

When you create a custom field, you choose which resource it belongs to:

• Contacts — The field will appear on every contact record in your organization.
• Listings — The field will appear on every listing record in your organization.

Custom fields marked as Public will also be shared with brochures and integrations where supported.

Field Types

When creating a field, you choose a type that controls what kind of data can be entered:

Creating a Custom Field

Click Create field and fill in the form:

• Resource — Choose whether this field belongs to Contacts or Listings.
• Type — Select the data type (see above).
• Label — A short name for the field shown in the interface (e.g. Instagram handle). Maximum 50 characters.
• Description — A brief explanation of what should be entered in this field (e.g. URL to the contact’s Instagram). Maximum 150 characters.
• Required — If checked, this field must be filled in whenever a contact or listing is created or edited.
• Public — If checked, this field’s value will be shared with brochures and connected integrations.

You can create up to 10 custom fields per resource type.

Deleting a Custom Field

Open the actions dropdown next to the field and choose Delete field. Take care — deleting a field removes it and its data from all existing records.

Subscription

The Subscription page is where you choose the plan that powers your organization. Navigate to Organization → Subscription.

Before you can purchase a subscription, you must add a payment method on the Billing page.

Plans

Plans are available on a monthly or yearly billing cycle. Yearly plans offer a discount compared to paying monthly. Use the toggle at the top of the plan selector to switch between monthly and yearly pricing.

Prices are exclusive of VAT or sales tax.

Plans that cannot accommodate your current team size or storage usage will not be available to select — you would need to reduce your team or storage before downgrading.

Unused AI credits roll over when your subscription renews.

Purchasing or Changing Your Plan

Select the plan you want and click Purchase (if you don’t have an active subscription) or Change (if you’re switching from an existing plan).

Cancelling Your Subscription

Click Cancel on your current plan. Your subscription will remain active until the end of the current billing period, after which it will not renew. If you change your mind before it expires, click Resume to reinstate it.

Credits

AI credits are consumed when your organization uses AI-powered features within the platform. Different operations use different amounts of credits. Navigate to Organization → Credits to see your balance and purchase more.

Credit Balance

Your current credit balance is shown prominently at the top of the page, along with a status indicator:

• Healthy — You have plenty of credits available (300 or more).
• Low — Your credit balance is getting low (100–299). Consider topping up.
• Critical — Your credit balance is very low (fewer than 100). AI features may be unavailable soon.

Credits from your subscription are added automatically when your plan renews. Any unused credits from the previous period are carried over.

Credit Packs

If you need additional credits between subscription renewals, you can purchase one-time credit packs. These are a one-off payment and are added to your balance immediately.

Prices are exclusive of VAT or sales tax.

To purchase a pack, select it and click Buy. You must have an active subscription and a valid payment method on file.

Billing

The Billing page is where you manage your payment method, tax details, and view past invoices. Navigate to Organization → Billing.

Payment Method

Your saved payment card is shown here. This card is charged for subscription renewals and credit pack purchases.

• If no card is on file, click Add to add one.
• If a card already exists, click Change to replace it.

You will be taken through a secure payment entry form powered by Stripe.

Tax Information

If your organization is VAT-registered or has a relevant tax identification number, you can enter it here. Verified tax IDs will appear on your invoices and receipts.

• Identification — Select your tax ID type from the dropdown. Over 120 country-specific options are available (e.g. United Kingdom VAT number, Australia ABN).
• Tax number — Enter your tax identification number, formatted according to the requirements for your ID type. A link to Stripe’s formatting guide is provided on the page.

After saving, Stripe will verify your details. The verification status is shown next to your tax information:

• Pending — Verification is in progress.
• Verified — Your tax details have been confirmed and will appear on future invoices.
• Unverified / Error — There was a problem with your details. Check the formatting and try again.

Note that tax information only appears on invoices created after you add it. Older invoices are not updated.

To remove your tax information, click Delete.

Invoices

A full history of your invoices is shown at the bottom of the Billing page. Each invoice is listed with its date and type (either Subscription Plan or Credit Pack). Click the download link on any invoice to open a PDF copy.