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Settings holds your personal account and the organizations you belong to. Open it from Settings at the bottom of the sidebar. It has two tabs: Account and Organizations.

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Key concepts

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How it works

Each field has its own Save button. Saving one field doesn’t save the others.

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Manage your settings

1

Update your account

Open the Account tab (1). The plan card shows your plan and credits; click Upgrade (2) to change it. Edit your Name (3), Email (4), Phone (5) and Address (6). Click Save under each one.
Settings Account tab with callouts on the Account tab, Upgrade, Name, Email, Phone and Address.

Settings, Account tab. Personal values are hidden.

2

Open your organizations

Open the Organizations tab (1). Search by name, domain or your role (2), or click Create organization (3).
Organizations tab with callouts on the tab, search and Create organization.

Settings, Organizations tab.

3

Edit an organization

Click an organization. On Details (1), edit the name (2), the LEI Number (3) and the ONCHAIN ID / DID (4), each with its own Save. Click Leave Organization (5) to leave it. The owner also sees Delete Organization. The Members tab is covered in Members and roles.
Organization Details tab with callouts on the Details tab, the name, LEI and ONCHAIN ID fields and Leave Organization.

An organization's Details tab.

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Reference

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Account fields

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Organization fields

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Worked example

Your company got its LEI after you created the organization. You open Settings → Organizations, open the organization, type the LEI into LEI Number and click Save. The entity profile can now match the GLEIF record.

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Troubleshooting

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FAQ

You lose access to its assets, documents and reports. An Admin can invite you again.
In Integrations in the sidebar. See the Public API.