Org Settings live under the Settings entry in the org sidebar. Five tabs total: General, Access & Roles, Notifications, Data & Privacy, and Danger Zone. Danger Zone has its own article. The other four are covered here.
General
Set your Organization Name, Organization Slug (used in URLs), Industry, Timezone, and Company Size. Click Save to apply. The Slug determines how your org appears in the app URL.
Access & Roles
Restrict who can be invited to your org. Enter one or more email domains in Allowed email domains to require @yourcompany.com email addresses on invites. Leave blank to allow any domain.
Below that, toggle Invite links on or off and set a default expiry (7 days is the default). Create new invite links from this page and see all Active invite links in the table.
Notifications
Set org-wide notification preferences: which addresses receive billing emails, which receive system alerts, your portfolio digest cadence (Off, Weekly, or Monthly), and the credit threshold that triggers usage alerts (80% by default).
Data & Privacy
See audit log retention by plan, request a full data export, and review data residency settings. Privacy requests (GDPR, CCPA access or deletion on behalf of yourself or a client) start from here.