Organization Settings

Manage your business profile, team members, and branding in Frictionless. Configure your organization settings to match your business needs and team structure.

🏢 Overview

The organization settings in Frictionless allow you to:

• Configure business information for invoicing and legal purposes
• Manage team members with role-based access control
• Customize branding for professional presentation
• Set up payment methods for client payments
• Configure security settings for data protection

📋 Business Information

Organization Details

Configure your basic business information:

• Organization Name - Your business name as it appears on invoices
• Organization Slug - Unique identifier for your organization (auto-generated)
• Currency - Primary currency for invoicing and payments

Billing Information

Set up legal and tax information:

• Billing Name - Legal business name for tax purposes
• Billing Email - Email address for billing communications
• Billing Address - Complete address for legal and tax purposes
• Billing Phone - Contact phone number for business inquiries
• Tax ID - Your business tax identification number

👥 Team Management

Team Member Roles

Frictionless supports three role levels:

Owner

• Full access to all organization settings and data
• Can manage team members and roles
• Can delete the organization
• Billing access and payment method management

Admin

• Full access to clients and invoices.
• Can manage most organization settings
• Cannot delete the organization or manage billing
• Can invite new team members

Member

• View access to clients and invoices
• Can create and edit invoices
• Limited access to organization settings
• Cannot manage team members

Adding Team Members

Invite new team members to your organization:

1. Navigate to Team Management
2. Click "Invite Member"
3. Enter email address of the person to invite
4. Select role (Admin or Member)
5. Send invitation via email

Managing Team Access

Control team member permissions:

• View team members and their roles
• Change roles for existing members
• Remove members from the organization
• Resend invitations for pending invites

💳 Payment Configuration

Payment Methods

Configure how clients can pay you:

PayPal Setup

• PayPal Email - Your PayPal business email

Stripe Setup

• Publishable Key - Your Stripe public key
• Secret Key - Your Stripe secret key
• Webhook Secret - For payment notifications

Wise Tag

• Wise Tag - Your Wise Tag
• Seamless integration for manual payments

🔒 Security and Privacy

Access Controls

Manage who can access your organization:

• Role-based permissions for different access levels
• Session management for active logins
• IP restrictions for additional security (Coming Soon)
• Two-factor authentication for enhanced security (Coming Soon)

Data Protection

Protect your organization's data:

• Data encryption for sensitive information
• Backup systems for data recovery
• Audit logs for activity tracking
• Data retention policies

Privacy Settings

Control data sharing and visibility:

• Client data privacy settings
• Invoice visibility controls
• Payment information protection
• Third-party integrations permissions

🔄 Multi-Organization Support

Managing Multiple Organizations

For agencies and consultants managing multiple brands:

• Organization switching between different businesses
• Separate client databases for each organization
• Independent billing and payment processing
• Role-based access per organization

Organization Isolation

Ensure data security between organizations:

• Complete data separation between organizations
• Independent settings and configurations
• Separate team members and permissions
• Isolated payment processing for each organization

🚀 Best Practices

Organization Setup

• Complete all required fields for legal compliance
• Use consistent branding across all materials
• Configure payment methods before creating invoices
• Set up team roles based on responsibilities

Team Management

• Assign appropriate roles based on job functions
• Regularly review team member access
• Provide training for new team members
• Monitor team activity for security (Audit Logs coming soon)

Branding Consistency

• Use brand colors consistently across invoices
• Maintain professional appearance in all materials
• Update branding when business changes
• Test invoice appearance before sending to clients

🆘 Troubleshooting

Common Organization Issues

Cannot edit organization settings

• Verify you have Owner or Admin role
• Check if organization is in read-only mode
• Contact support for permission issues

Team member cannot access features

• Verify their role has appropriate permissions
• Check if their account is properly activated
• Review role assignments and access controls

Payment methods not working

• Verify payment processor credentials
• Check account status with payment providers
• Test payment processing in development mode
• Review webhook configurations

Branding not appearing on invoices

• Check if branding settings are saved
• Verify invoice template selection
• Clear browser cache and refresh
• Test invoice generation with new settings

📚 Next Steps

Now that you understand organization settings, explore these related topics:

• Client Management - Manage your client database
• Invoicing - Create and manage invoices

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Ready to configure your organization? Set up your business profile, invite team members, and customize your branding in Frictionless!