How can I view or change information about my team or organization?

Click on your name at the bottom left and choose Settings from the dropdown. Then click on:

  • Team tab: View permissions for each of your team members

  • Organization tab: View profile information (including setting a timezone for your organization), add narrative templates, or add API keys

  • Filing Institution tab: View filing institution information and manage FinCEN Credentials

You need to have Admin permissions in order to manage your team members

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