Settings is where you manage your organization's identity, document integrations, your own account and your plan. Open Settings in the sidebar. The page is titled Organization Settings and has four tabs: General, Integrations, Security and Billing.
General
The General tab opens first. It holds:
- The Company Profile card: your company name, website, primary NAICS code, UEI and logo. These are edited only here; the Business Profile page shows them read-only.
- The Current Plan card: your plan and its usage figures, with Manage Billing to open the Billing tab.
- Data sources and integrations, with Manage document integrations to open the Integrations tab.
- Security & access, with links to Manage multi-factor authentication and Account security settings.
See Organization Settings for the company profile, the business profile and its completeness score, and the plan card.
Integrations
The Integrations tab is where you connect a document source to bulk-import files into your asset library. See Integrations.
Security
The Security tab holds your own account details:
- Profile Information shows your Email and Role, which you cannot change here, and lets you edit your Full Name. Select Save Profile to save it.
- Two-Factor Authentication links to the multi-factor authentication page with Enable 2FA. See Multi-Factor Authentication (MFA).
- Under Danger Zone, Sign Out signs you out on this device.
To change your password, see Changing your password.
Billing
The Billing tab repeats your plan's figures and holds the plan and payment buttons. See Plan and billing.
Your profile
Your personal profile page shows your name, role, email address and plan, and lets you change your name. It is not in the sidebar. See Your profile.
Who can change what
Anyone in your organization can open Settings. What you can save elsewhere depends on your role: for example, only Admins and Managers can save the Business Profile, and Admins, Managers and Proposal Leads must use multi-factor authentication. See Roles and Permissions.
Articles in this section
- Organization Settings: Where your company name, website, UEI and NAICS code are edited, what the Business Profile holds, how completeness is scored, and the plan card.
- Your profile: See your own account on the profile page, change the name your teammates see, and reset your password.
- Integrations: Connect Microsoft SharePoint on the Integrations tab and bulk-import documents from its libraries into your asset library, and who can connect or import.
- Multi-Factor Authentication (MFA): Who must use multi-factor authentication, how to set it up with an authenticator app, when Propivix asks for a code, and what to do if you lose your phone.