Managing Organization Settings

Organization Settings

Accessible only to Organization Admins (other roles won’t see them). Find them in the Control Center at the bottom of the left panel, below Integrations.

Organization Overview

Basic Information

• Organization name (which you can edit)
• Who created the organization
• When it was created
• When it was last updated

Organization Statistics

You'll also see helpful statistics about your organization:

• Total number of brands under your organization
• Total number of platforms, with a breakdown by platform (like Meta and Google Ads)

These statistics give you a quick snapshot of your organization's scale and structure.

User Roles and Management

The user management section is divided into three key areas, each serving a specific purpose:

Current Users

This tab shows you everyone who's actively part of your organization. For each user, you can see:

• Their name and email
• Organization role
• Who granted their access
• When they joined
• Which brands they can access

You can easily search for users by name or email, and filter by organization role to find exactly who you're looking for.

Invited Users

This section shows all pending invitations. Key features include:

• Tracking invitation status (Pending or Expired)
• Resending invitations if needed
• Clearing expired invitations (they expire after 7 days)
• Seeing who sent each invitation

Note:If an invited user already has a Prism account, they will automatically appear in the Current Users list.

Access Requests

When someone requests to join your organization (typically through a platform connection), you'll manage those requests here:

• View all pending requests
• See which brands users are requesting access to
• Accept or reject requests
• Assign appropriate roles when accepting

Managing Organization Roles

When working with user roles in Organization Settings, remember:

For Organization Admins

• They automatically get admin access to all brands
• Can manage all aspects of the organization
• Can invite and remove users
• Can process access requests
• Can update roles and permissions
• Can add and delete brands in an organization

For Organization Members

• No access to organization settings
• Roles are defined at the brand level
• Access is determined by brand-level roles

Best Practices for Organization Management

To keep your organization running smoothly:

1. Regularly review user access
2. Keep track of pending invitations
3. Clean up expired invites promptly
4. Document role changes
5. Maintain clear communication about access changes

Common Questions and Solutions

"Why can't I see Organization Settings?"

Only Organization Admins have access to these settings. If you need access, contact your Organization Admin.

"What happens to expired invitations?"

Invitations automatically expire after 7 days. You can either:

• Resend the invitation
• Delete the expired invitation
• Create a new invitation

"Can I modify my own role?"

No, for security reasons, users cannot modify their own roles, even as an Organization Admin.

Understanding Access and Permissions at a Glance

To help you quickly understand who can do what in Prism, here's a breakdown of permissions across different roles: