Help / Admin & Trust

Find the Organization Menu

Organization administration lives behind a small menu icon next to your org's row in the switcher, opening six cards: Settings, Connections, Members, Teams, Boards, and Execution Hierarchy.

Open in Everview

Organization administration isn't one screen — it's six, all reached from a single menu behind a small icon next to your organization's row in the switcher.

Open it

  1. Click the organization logo to open the organization/workspace switcher.
  2. Next to your organization's row, click the small menu icon (a two-slider "adjustments" glyph, not a gear).
  3. This opens the Organization Menu, showing six cards: your org's name and plan (opens Settings), Connections, Members, Teams, Boards, and Execution Hierarchy.

You can also reach any one of these directly: the same small menu icon appears next to the organization and each workspace row in the everyday switcher dropdown, and clicking a workspace's icon jumps straight to that board's settings without opening this hub first.

What each card opens

  • The top card (org logo, name, plan) opens organization profile settings — name, logo, billing email, and deleting the organization.
  • Connections opens the org-level provider connections screen.
  • Members opens your member list, invitations, and per-member access.
  • Teams opens your workstream list (each team ties your work to a connected provider's project).
  • Boards opens your workspace list (a board is a configured view of your execution data).
  • Execution Hierarchy opens the org-wide level configuration screen.

What to do about it

Use this hub when you don't know which specific screen you need yet — otherwise, jump to the specific article for the card you want: Manage Your Organization's Profile, Invite a Team Member, or the Teams, Boards, and Execution Hierarchy articles in this category.