Organization Settings

Organization Settings is where you manage your Trigify workspace identity, including your organization name, logo, and the ability to switch between or leave organizations.

How to Access Organization Settings

  1. Click the organization icon at the top-left of the sidebar. This displays your organization name and logo.

  2. In the dropdown that appears, click Manage next to your organization name.

  3. The Organization modal opens. Select the General tab.

Updating Your Organization Profile

  1. Open the Organization modal and go to the General tab.

  2. Click Update profile.

  3. Change your organization name or upload a new icon/logo.

  4. Save your changes.

Your organization name and icon appear throughout Trigify: in the sidebar, in the organization switcher, and in member lists.

Switching Between Organizations

If you belong to more than one Trigify organization, you can switch between them:

  1. Click the organization icon at the top-left of the sidebar.

  2. A list of all your organizations appears.

  3. Click the one you want to switch to.

Each organization has its own separate workspace, data, workflows, searches, and billing. Switching organizations does not affect the other workspace.

Leaving an Organization

  1. Open the Organization modal and go to the General tab.

  2. Scroll to the bottom.

  3. Click Leave organization.

  4. Confirm your decision.

Warning: Leaving an organization is permanent and takes effect immediately. You will lose access to all workspace data, workflows, and searches. If you are the only Admin, you must assign another member as Admin before you can leave.

Frequently Asked Questions