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This feature is available to Team Admins and Team Owners only.

Overview

Team Settings is your central hub for managing your organization’s members, name, and other high-level administrative functions within Stage3.

Accessing Team Settings

1

Navigate to Administration

Click on Administration in the main navigation sidebar.
2

Select Team Settings

From the dropdown menu, click Team Settings.

Team Settings Page

The Team Settings page is organized into several key sections for managing your organization.

Team Information

This section allows you to set your organization’s name as it appears in the platform.
  • Organization Name: Enter the name of your company (e.g., “Acquira”).
  • Save Changes: Click this button to update your organization’s name.

Team Overview

This section provides a quick glance at your team’s metrics:
  • Total Members: The number of active users in your organization, including the owner.
  • Pending Invitations: The number of email invitations that have been sent but not yet accepted.
  • Team Owner: The name and email of the user who has ownership of the organization.

Team Members

This is the main section for managing who has access to your organization.
  • Subtitle: “Manage who has access to your organization”
  • Button: A ”+ Invite Member” button allows you to send new invitations.
  • Members Table: A list of all current members with the following columns:
    • Name
    • Email
    • Role (e.g., Owner, Administrator, Member)
    • Joined (The date the member joined)
    • Actions (e.g., “Delete” icon to remove a member)
Learn more about Inviting Members or Managing Roles.

Danger Zone

This final section contains critical, irreversible actions.
  • Delete Organization: A button to permanently delete your organization and all associated data, including processes, tasks, and member information.
Be extremely careful with the Danger Zone. Deleting your organization cannot be undone.