Organization Settings

Organization settings bring together the admin controls for teams sharing Ordalie: members, invitations, billing, single sign-on, integrations, which workflows people see, usage visibility and organization-wide options.

Members and invitations

Admins can invite people, set their role, and separately assign no license, Pro, or Max. The role controls administration rights; the license controls the plan the member can use. An invitation adds no paid license until it is accepted and a Pro or Max license is assigned.

Billing and plans

One organization can combine Pro and Max licenses under a shared subscription. Only active members assigned Pro or Max count as paid licenses; everyone else remains a member with Free access. In Settings > Organization, admins can assign, change, or remove a license, review the recurring total and invoices, and manage billing details. Before covering someone who already has a personal subscription, Ordalie explains how the two subscriptions will interact.

Security and single sign-on

Where it's available, your organization can sign in with single sign-on. Enterprise identity providers and OIDC/SAML setups may need an admin, or Ordalie support, to configure them.

Choosing which workflows appear

Admins can hide workflows that shouldn't show up for your organization, and pin the important ones so they come first. That keeps the workflows people see matched to your practice areas and the way your firm works.

Seeing how Ordalie is used

When it's turned on, admins can see how the organization is using Ordalie: active members, message and request volume, workflow and assistant activity, feature use and trends over 7, 30 or 90 days. The dashboard supports member search and Excel export for offline review. Request text stays hidden by default and appears only when the organization has explicitly enabled that separate setting.

Organization sources and the Ledger

Some integrations, shared workspaces and Ledger setups are configured for the whole organization. They can make shared document sources available to the right people, while keeping each source's permissions and your organization's policies intact.