Organization settings

Organization settings live under the Organization settings page and are organized into a left-hand navigation of sections. Most sections are restricted to organization administrators. Members with the standard member role see a reduced set of read-friendly sections, and contractors do not have access.

Each setting change is scoped to the organization you currently have active. If you belong to more than one organization, switch to the correct one before editing, since changes apply only to that organization. Many actions are written to the audit log so administrators can see who changed what.

The General section holds your organization profile. You can edit the organization name and a block of contact details: email, phone, and website. You can also enter a full mailing address with two street lines, city, state, postal code, and country.

These details are not just labels. The contact info and address are used on the quotes and invoices you send to clients, so keeping them accurate keeps your billing documents correct. A Save button appears only when you have unsaved changes.

Also in the General section, administrators can upload an organization logo and a separate icon image, and remove either one. The logo and icon are used to brand your workspace and documents.

You can choose a brand font from a fixed list of supported typefaces (Inter, Lato, Roboto, Open Sans, Source Sans 3, Nunito, Merriweather, and Playfair Display). A UI theme picker lets you select a dashboard color theme for the organization; Lavori is the platform default. Branding changes are saved per organization.

• Logo image: shown across the workspace and on documents.
• Icon image: a compact mark used where a smaller graphic fits.
• Brand font: one of the supported font names.
• UI theme: an organization-wide dashboard color theme.

The Users section is where administrators manage who belongs to the organization. You can add an existing Lavori user by email or send an invitation to a new person, and you assign each new user a role at the time you add them.

Pending invitations are listed separately and can be revoked before they are accepted. For existing members you can change a member's role, update their account status, change their email, set pay rates used in scheduling and billing, control which projects they can access, and send them a password reset. Each user can be assigned one or more crew roles for scheduling, and the list can be searched and filtered by role.

• Add an existing user by email or invite a new one.
• Choose the new member's role when adding them.
• Revoke a pending invitation that has not been accepted.
• Change a member's role, status, email, rates, and project access.
• Trigger a password reset for a member.

Lavori uses three organization-level roles that determine what a person can do. Administrators have full access to organization settings and management. Members have day-to-day working access but not administrative control. Contractors have the most limited access and do not see organization settings.

Separately from these access roles, the Roles section defines crew role labels used in scheduling, such as the function a person performs on a shift. Administrators can create, rename, recolor, describe, and delete these crew roles. Crew roles are then assigned to users in the Users section, and shifts can be matched to the right people by role.

The Teams section lets administrators create teams within the organization, edit them, add and remove members, view per-team stats, and delete a team. When you delete a team that still has data attached, a migration step helps move its members to another team so nothing is orphaned.

The Contact Categories section manages the labels you can apply to contacts in the CRM. You can create, rename, and recolor categories. Some categories are marked as defaults and cannot be deleted; deleting a custom category warns you how many contacts use it first.

The Billing section sets default values applied to new quotes and invoices. You can set a default markup percentage and override it per billable category for Labor, Materials, and Equipment. These markups are internal and are never shown to clients. The primary account holder also manages saved payment methods here.

The Plan section shows your current subscription, its status, price, and renewal date, along with usage meters for users, teams, projects, and storage against your plan limits. From here you can compare plans and switch plans; paid plans require a payment method on file and are charged for the first period immediately. The Storage section reports total file usage against your quota, the file types allowed by your plan, and a per-project breakdown of what is using space.

• Default markup percentage, with per-category overrides.
• Saved payment methods (primary account holder only).
• Subscription status, price, renewal date, and usage meters.
• Compare and switch plans, with over-limit warnings.
• Storage usage, quota, allowed file types, and per-project breakdown.

The Security section lets administrators require two-factor authentication for everyone in the organization. When enabled, members get a grace period to set up 2FA, and a compliance summary shows how many members already have it enabled versus pending.

The Notifications section has global on or off switches for in-app and email notifications, plus per-event triggers for projects, tasks, events and shifts, and people, where each trigger can be set to a value such as none, admins only, team members, or whole organization. The Integrations section connects Google Drive so files from Drive can be attached to projects, and it includes controls for MCP write access that let administrators decide whether members may grant external apps write permission, with a separate opt-in for billing writes. The AI Usage section reports AI requests, tokens, estimated cost, and your quota when AI features are enabled. Support ticketing is a per-organization feature that is turned on by a Lavori super administrator rather than from this page.