The Organization settings tab contains a comprehensive overview of your organization, which you can access information regarding the organization itself, the members associated with the organization, processing history, organization history, API Keys and a list of contacts associated with the organization.
Sub-tabs
Details
- This is where you can manage your overall organization profile
Organization members
- This is where you can view the full list of Organization members
- You can invite or remove members to the Organization (provided you are also the Workspace Owner or Workspace Admin)
- You can also assign Organization permissions to individual members (provided you are also the Workspace Owner or Workspace Admin)
Processing history
- This is where you can view tje processing history of the Organization by breakdown of document type, number of uploads and exports
Organization history
- This is where you can find all user actions and changes captured in the Organization
API Key
- This is where you can obtain your API keys to enable integration between your Organization and external services or applications
Note: Only Organization Owners are able to generate an API key for the Organization
Contacts
- This is where you can manage contact information extracted from processed documents
- You can also merge variations of the same contact, even if they differ in spelling or formatting to ensure accuracy and coherence with the contact database. This will help in facilitating the creation and exporting of rules
How to merge contacts
- Step 1: Select on contacts for merging
- Step 2: Click on
icon to merge - Step 3: Select on final Contact name to be retained, the others will be merged
