To access an organization's settings page:

  1. Select the organization which you want to work on from the drop down selector in the top navigation menu
  2. In the left navigation menu click on the "gear icon" (located to the right of your organization's name)

From your organization settings page, you can 

  • Add / Remove members 
  • Choose members' permissions (click here for more information on Planbox permissions)
  • Rename your organization
  • Create (new / imported / template) initiatives 
  • View / edit existing initiatives
  • Edit subscription and payment details ("Plans & Billing")
  • View past receipts (invoices)