Accessing Organization Settings page
Click on Organization Settings from the top-right dropdown menu that appears when you hover over your name. This will open a page with two tabs: Organization Profile and User Management.
Organization Profile
The Organization Profile tab displays your organization's core details. What you can do on this tab depends on your system role.
Admin View (Edit Mode)
If you are an Admin, you can update the following fields:
Company Logo: Click Upload Logo to upload or replace your organization's logo. The logo will update across the platform.
Organisation Name: Edit your organization's display name.
Website: Add or update your company website URL.
Click Save Changes to apply your updates, or Cancel to discard any unsaved changes.
User View (Read-Only Mode)
If you are a User, the Organization Profile tab is displayed in read-only mode. All fields are greyed out and cannot be edited.
User Management
The User Management tab is where Admins manage their organization's team members. Access to this tab depends on your system role and subscription status:
Subscriber Admins: Full access to view, invite, edit, and deactivate team members.
Subscriber Users: This tab is not accessible.
Non-Subscribers: This tab is visible but locked behind a paywall. You will be prompted to upgrade your subscription.
Team Members
The Team Members card displays each member's Name, Email, User Role, Team, and Status. Use the search field to find team members by name or email. You can also filter the table by Role, Team, and Status using the dropdown filters.
Each member's status is shown as follows:
Active: The user has logged in and has full access to the platform.
Pending: An invitation has been sent but the user has not yet set up their account.
Inactive: The user's access has been deactivated by an Admin.
Adding a User
To add a new team member:
Click Add User in the top-right corner of the User Management tab.
Complete the required fields: Email Address, Role (Admin or User), and Team.
Depending on your organization type, you may also see a Job Title field. For Law Firms, this is a dropdown with predefined options (e.g., Partner, Counsel, Senior Associate, Associate, Paralegal). For Investment Firms, this is a free text field.
Click Add User to send an email invitation to the new member. The new user will appear in the table with a Pending status.
Important: The email address must match your organization's domain. If the domain does not match, an error will be displayed and the form will not submit. If you need to add someone from outside your organization to a transfer, you can do so from the Add Participant option within a transfer. For more details on how to do this see: How do I add a participant to an existing transfer?
Teams by Organisation Type
The Team dropdown options vary depending on your organization type:
Investment Firm: Legal, Investment, Investor Relations, Compliance, ESG, Other
Law Firm: Fund Formation, Corporate, Tax, Regulatory, Practice Support, Other
Administrator Firm: General
Editing a User
Click the three vertical dots under Actions next to any active team member and select Edit. This will allow you to update the user's details, including their name, email, role, team, and job title.
Deactivating and Reactivating a User
Click the three vertical dots under Actions next to any active member. The deactivation and reactivation options available in the Actions menu depend on the user's current status:
Active users: You will see Edit and Deactivate. Deactivating a user revokes their access to the platform immediately.
Pending users: You will see Resend Invite. This sends a new invitation email with a fresh link.
Inactive users: You will see Reactivate. This restores the user's access to the platform.
You cannot deactivate your own account. If you need your account deactivated, ask another Admin in your organisation to do so.
Important: If a user is currently listed as a participant on an active transfer, you will receive a warning with the Transfer ID and a link to the transfer. The user must be deactivated from the transfer before they can be deactivated. The process of deactivating a user from a transfer is outlined in the following article:
For any further questions or assistance, please reach out via the chat on the platform or contact the Navys support team at [email protected].