Organization Settings

FreeProEnterprise

Organization Owners and Admins can configure their organization name, manage teammate access, configure single sign-on, add or remove teammates from your organization, edit roles, and view billing information, all within Organization Settings. Organization Settings can be accessed in the Account dropdown in the top right corner of the Indicative app, typically indicated by the user's initials.

General

The Organization Display Name is defined by the Owner of an organization during their initial account creation. To change your Organization Display Name, click General, then type your new name into the text field, then click Save.

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Email & Password Authentication

If this authentication method is enabled, then your organization teammates will sign into Indicative using their email address and password. Optionally, you can provide automatic access to your organization for all users from a specified web domain. New users who create an account with an email address from the selected domains will have automatic access to your organization- no project invites needed.

Enterprise Single Sign-On

Single Sign-on (SSO), allows a user to log into Indicative using an authenticated identity from a third party provider such as Microsoft Azure or Okta. For a full list of supported identity and access management providers and instructions on how to set up Indicative with your provider, view our SSO documentation here.

Default Project Access

Regardless of which method used to provide access to your organization, you can also control access to specific projects within your organization. With Default Project Access, select which project(s) users will receive access to. Existing users retain access to their current projects unless otherwise modified. Project access from an invite takes precedence over Default Project Access.

Teammates

View and modify all of the teammates in your organization. Users are listed with their name, email address, invitation status, and last login date. To edit project permissions or to delete a user, click on the three dots to the right of the selected row. Use the checkboxes to delete more than one user. You may also add a new teammate by selecting New Teammate.

Roles

Control user access permissions for different sections and features of Indicative. There are four standard roles: Owner, Admin, Member, and Read Only. Organization Owners and Admins may edit or modify any of these roles. You may also create a new role for your organization by selecting New Role.

Default Roles settings:

  • Owner - There may only be one Owner per organization. Owners have full access to all projects of the organization and all features of Indicative, and they may add new teammates.
  • Admin - For Pro and Enterprise customers, there is no limit to the number of Admins per organization. Admins have full access to all projects and all features of Indicative, and they may add new teammates.
  • Member - For Pro and Enterprise customers, there is no limit to the number of Members per organization. Member access to projects is controlled by Owners and Admins, and Members may not access Organization Settings, Project Settings, or Teammates. Members may not add new teammates.
  • Read Only - For Pro and Enterprise customers, there is no limit to the number of Read Only teammates per organization. Read Only teammates access to projects is controlled by Owners and Admins, and they may not access Organization Settings, Project Settings, or Teammates, and they may not use any of the features of Indicative. Read Only teammates have view only access. Read Only teammates may not add new teammates.

Free customers are limited to 3 teammates per organization and may have limited access to certain features. Please see our Pricing page for more details. 

Billing

Here you may view your Indicative plan, as well as your organization's billing owner.

 
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