Manage users, roles, and organization settings. Control who has access, how documents look, and how your Sally AI workspace is configured.
Manage UsersUsers & Roles
Add new users with role and license assignment, or remove users from your organization.
Understand Owner, Admin, and Member roles and assign permissions to control user access.
Assign substitutes and temporarily impersonate users for business continuity during absences.
Set up automatic user provisioning from Microsoft Entra, Google Workspace, or Okta.
Control which integrations users in your organization are allowed to connect and use.
Settings & Account
Customize exported document design with logos, fonts, colors, footers, and download restrictions.
Verify your company domain and add new sign-ups on that domain automatically to your organization.
Update your account password with email verification for security.
Set your personal language for the UI and summaries, and organization language for shared communications.
Set a default organization when managing multiple organization accounts.
Restore archived video and audio recordings that were automatically archived after 120 days.
Permanently delete your organization account, erase all data, and cancel subscriptions.
Need to add team members?
Start by adding users and assigning roles to your organization.