Cubicl Docs
  • What is Cubicl?
  • Starting
    • Get to Know Cubicl
    • Frequently Asked Questions (FAQ)
    • First Steps in Cubicl
      • How Do I Track My Tasks?
      • How Do I Create a Project Plan?
      • How Do I Communicate with My Team?
      • How Do I Stay Informed About Progress?
      • How to Create a Task?
    • Cubicl Mobile Application
  • Task and Project Management
    • Projects
      • Tasks Page
      • Files Page
      • Gantt Chart
        • Features Of Gantt Chart
        • Tips for Planning a Project
      • Timeline Chart
      • Calendar
      • Reports
      • Project Settings
    • Create Tasks
      • Task Details Page
      • Other Settings on Tasks
    • Chat
    • E-mail to Task
    • Workflows
    • Automation
    • Integrations
    • Custom Actions
    • Forms
    • Search Across
  • CRM
    • Clients
    • Deals
    • Client Portal
    • Bookkeeping
  • User Pages
    • Home Page
    • My Calendar
    • Sticky Notes
    • Account, E-mail and Notification Settings
    • Account Security
  • Organization and User Settings
    • Organization Settings
    • Subscription and Payment
    • User Permissions
    • Time-Offs
  • 🖥️API Integration
    • Introduction
    • Users
    • Projects
    • Tasks
    • Files
    • Clients
    • Chat
    • Bookkeeping
    • Webhooks
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On this page
  • Account Manager
  • Account Manager vs. Project Admin
  • General
  • Invite Members
  • Users
  • Delete/ Remove Members
  • Projects
  • Organization Details
  • Active Pages on the Navigation Menu

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  1. Organization and User Settings

Organization Settings

To manage your organization and team.

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Last updated 4 months ago

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From , you can add or remove members of the organization, edit permissions for members, edit the details of the organization, and manage your subscription.

Account Manager

The person who signs up Cubicl is the account manager. An account manager can make other people account managers, remove herself from the account manager, or be removed by another account manager.

NOTE: If you are not an account manager, you cannot change the settings on this page.

Account Manager vs. Project Admin

  • The Account Manager can add new users to the organization, remove users, and manage subscriptions and payments. Project admin is the person with all the authorities in a project.

  • Being an account manager does not mean being a project admin in all created projects. Members who are not account managers can be an admin in any project.

General

Invite Members

You can add people to the institution by sharing the link, or by adding e-mails and sending them an invitation.

NOTE: If you invite people via e-mail, do not forget to press the Invite button after adding e-mail/s.

Users

Users are invited people to the organization account. Among users, account managers have a star near their names.

Click on the Show Email Addresses to access the e-mails of all members.

Delete/ Remove Members

To delete a user, simply click three dots near the user and click "remove employee".

Projects

You can view all projects, you have created, with their members.

Organization Details

Active Pages on the Navigation Menu

You can select which pages appear in the Navigation > Others tab. It is recommended to simplify your organization account.

Organization page
Members
Remove Employee
Projects
Active Pages