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Member & Organization Profile 3 min
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Billing 2 min
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Members 5 min
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Roles 2 min
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Projects (Group Assignment) 1 min
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Audit Logs (Enterprise Plan Only) 1 min
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Help us support you better!
Member & Organization Management
Manage member roles and permissions, and configure other organization / billing settings
Set up your organization with more members!
We are ready to build a bigger Fulcrum organization with your team members! You will be able to update your profile as well as the organization's profile. You will also learn how to manage billing settings, member role and permissions, projects, audit logs and more.
Who should take this course?
This course is intended for owners, managers, team leaders, and anyone who wants to manage members and organization.
- Owners
- Managers
- Team Leaders
- Any custom admin roles
Duration: 15 minutes
We will cover:
- View/Edit your member profile or organization profile
- Enable/Disable Developer Pack
- Billing settings and invoice history
- Add/Remove members
- View and export member list
- Assign roles & permissions
- Set up projects (group assignment)
- Utilize audit logs (Enterprise Plan Only)