Administration
Discover different ways to manage your organization.
Billing
- Add or remove full seats and lite seats
- Convert lite seats to full seats
- Deactivate or reactivate my organization
- Downgrade my organization's Premium Plan
- Download my organization's invoices
Contractors
- Add and edit internal notes in companies
- Add companies
- Add or remove companies from sites
- Add or remove users from companies
- Approve or reject company documents
Credentials
- Add and edit credentials
- Approve or reject credentials
- Archive credentials
- Bulk upload credentials
- Delete credentials
Fix a problem
Group management
Organization settings
- Change my organization's date and time formats
- Change the language setting for my organization
- Change the metric settings for my organization
- Change your organization's industry
- Configure user visibility settings
Permission management
- Assign roles to users
- Change the permission set for users
- Manage permission sets
- Manage roles
- Set default permission sets
