Organization Settings
Organization Settings
Organization Settings is where you manage your company profile and control who on your team has access to Inscora. You'll find it under Organization > Settings in the left sidebar.
The page has two tabs: Details and Service Providers.
Details
The Details tab contains your organization's profile information. This is what Inscora uses to identify your company across the platform.
The Details tab with your organization's profile fields.
Field | Description |
|---|---|
Organization Name | Your company name as it appears throughout Inscora. |
Website | Your organization's website domain. |
Address | Street address for your organization. |
Country / Province/State | Location fields, selectable from dropdowns. |
City / Zip Code | Additional location details. |
Phone Number / Alternate Phone Number | Contact numbers for your organization. |
Communication Language | The language Inscora uses for communications. Defaults to English. |
Service Providers (Team Management)
The Service Providers tab lists everyone in your organization who has access to Inscora. This is where you manage your team: invite new users, review who has access, and control their roles.
The Service Providers tab lists all users in your organization.
The table includes the following columns:
Column | Description |
|---|---|
First Name / Last Name | The team member's name. |
The email address associated with their Inscora account. | |
Status | Invited (invitation sent, not yet accepted) or Active (accepted and onboarded). |
Role | The user's role in the organization (see below). |
Actions | A three-dot menu with options to resend the invitation (re-sends the invite for Invited users, or triggers a password reset for Active users), change the user's role, or remove them from the organization. |
Roles
There are two roles for Service Provider users. The key distinction is visibility: standard Service Providers only see their own clients, while Admins see everything.
Role | Client visibility | Team management |
|---|---|---|
Service Provider | Can only view and work with clients assigned to them. The Dashboard, Pipeline, and client list are scoped to their own accounts. | No access to Organization Settings or team management. |
Service Provider Admin | Can view and work across all clients in the organization, regardless of who they're assigned to. | Full access to Organization Settings. Can invite new team members, manage roles, and update the organization profile. |
Note: Who should be an Admin?
Give the Admin role to team leads or managers who need visibility across all clients and the ability to manage your organization's settings. Use the standard Service Provider role for team members who only need access to their own accounts. This keeps client data scoped to the people who need it.
Inviting a Team Member
- Click the Invite Service Provider button in the top-right corner of the Service Providers table.
- Enter the person's email address and select their role (Service Provider or Service Provider Admin).
- Click Submit. The person will receive an email invitation to join your organization on Inscora.
The new team member will appear in the table with an Invited status. Once they accept the invitation and finalize their profile, their status changes to Active and they can start using the platform. You can use the three-dot menu to resend the invitation if needed, change their role, or remove them.
Note: Same pattern across portals
This user management approach (statuses, resend invitation, role changes, removal via the three-dot menu) works the same way for managing Client Users on a client page, and for managing Brokers in the Broker portal.
Usage
The Usage page is listed under the Organization section in the sidebar, alongside Settings and Integrations. When available, it will let you monitor your license status and invoicing details.
Note: Coming soon
The Usage page is not available yet. Contact Inscora support for information about your license or billing.