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Organisation settings

A map of every tab in Organisation Settings and what each one controls across all your flows.


Your organisation is the container: it owns your flows, your team, your phone number and your plan. Settings here apply everywhere.

Open Organization Settings from the header. If you belong to more than one organisation there's a selector at the top showing each one's role and plan.

The tabs

TabWhat it controls
GeneralOrganisation name, billing email, owner. Deleting the organisation.
MembersEveryone in your organisation and their roles.
FlowsEvery flow in the organisation, with team management for each.
TagsThe tag list shared by all flows and contacts.
MetaYour Facebook Page connection and lead-access health.
MessagingFoxFlow Messaging: sending window, daily limits and number assignments.
IntegrationsMailchimp, Planning Center, Blackbaud, ClickUp and webhooks.
BillingYour plan, invoices and upgrades.

General

  • Organization Name — appears in your text messages via {org_name}, so make it what you'd want a stranger to read. Grace Church, not Grace Church Inc (Main Campus).
  • Billing Email — where invoices go. Worth setting to a shared address rather than one person's inbox.
  • Organization Owner — read-only. The owner can manage everything including billing.

Only org admins and owners can edit these. Everyone else sees a View Only notice.

Danger zone

At the bottom of General, the organisation's owner can delete it. You confirm by typing the organisation's name, and it takes every flow, lead and invite link with it. User accounts survive.

Flows

A list of every live flow with its column count and which integrations it uses. Admins can expand a row to add or remove people and grant flow-admin rights without opening each flow.

It's the fastest way to answer "who has access to what."

Meta

Where you connect your Facebook Page once for the whole organisation. Individual flows then choose which lead forms they want. There's a Lead Access Health card that tells you whether the connection is still working — see Meta Lead Ads.

What lives here versus on a flow

The dividing line, since it's the thing people search for:

OrganisationFlow
The Facebook Page connectionWhich lead forms feed this board
Phone numbers and FoxFlow MessagingWhether this board auto-sends
The sending window and timezoneScripts, steps and timers
The tag listWhich tags get applied when
Mailchimp, PCO, Blackbaud, ClickUp, webhooks
Billing and planTeam roster and assignment

Next: Members and roles.