Organization Settings is a company-wide control panel — separate from your own account settings, and separate from Manage Team. Only a company owner or admin can see it. Anyone else who lands here just sees a message saying organization settings are admin only.
Open it by clicking your company’s logo and name at the top of the sidebar. That opens the workspace switcher — choose Manage Organization at the bottom of it.
Organization Settings, Manage Team, and Team Management all touch your roster, but they do different jobs. Manage Team is where you invite, edit, and remove people day to day. Team Management groups people into teams for lead and loan routing. Organization Settings sits above both: it controls which Leaf360 products your company has access to at all, plus billing and seats. Inviting and browsing members
A Members tab lists everyone on the roster. Filter by All Members, Active, Pending, or Inactive, or use the search box to match by name, email, or phone.
Invite Member opens a form for one person at a time: first and last name, email, role, and — where your company allows it — whether the seat is company paid or self paid. Leaf360 emails the invitation as soon as you confirm it.
To invite several people at once, or to bulk import from a spreadsheet, use Manage Team instead — it’s built for that. This tab only handles one person at a time. Which Leaf360 products your company can use
A Workspaces tab lists every Leaf360 product your company can turn on. Use the switch to enable or disable each one, and mark one as the default a member lands on after signing in. Save Workspace Settings applies the change company-wide.
Turning a product off here removes it for every team member at once, not just you. Team members need to refresh their browser before the change takes effect on their side. Think it through before you flip a switch here — someone mid-task in a product you disable will find it gone the next time they reload the page.
Billing
A Billing tab shows your organization’s subscription status, and how many seats each Leaf360 product has bought versus how many are in use. Manage Subscription opens Leaf360’s billing portal, where you can update payment details or view invoices. If a product is running low on seats, Add Seats opens a window to buy more for that product specifically.
Who can change what
Only a company owner or admin can open this page. Everyone else — including branch managers and loan officers — is locked out of Organization Settings entirely. Their roster and routing tools live in Manage Team and Team Management instead.
