Settings
How to change your organization profile and manage the people on your partner team.
The Settings screen holds two things: the profile of your organization, and the team of people who can sign in to your partner workspace. The top bar shows the title Organization settings.
Who sees this screen
Every person on a partner team sees Settings in the menu, in every type of organization.
- An owner or an admin can change the profile and manage the team.
- A member can read the screen but cannot change anything. The screen shows "You have read-only access. A partner owner or admin can change these settings."
Organization
This section sets how your company appears on every listing that you publish.
| Field | Required | Limits | What it is for |
|---|---|---|---|
| Organization name | Not editable | Read only. The screen shows "Contact XRaise to rename your organization." | The name on every public card and on your partner page. |
| Logo | No | Upload a JPEG, PNG or WebP file, up to 2 MB. Or paste a link to a logo that you already host, up to 500 characters. | The mark on your listings. |
| Website | No | A full web address, up to 300 characters. Example: https://acme.com | The link to your company. |
| Description | No | Up to 2,000 characters. You can format the text: bold, bullets, headings, links. A counter shows the number of characters. | The text on your public partner page: what your company does, and what founders get from you. |
To clear the website or the description, delete the text and save. If your organization has an older short text mark in place of a logo, it stays until you upload a logo or enter a link.
Change your organization profile
Click Settings in the menu.
To change the logo, click Upload logo or Replace logo, and select a file. Or paste a link under "Or paste a link to a logo you already host".
Change Website or Description if you need to.
Click Save changes.
The message "Organization updated" shows. While the logo uploads, the button shows "Uploading logo…" and you cannot save.
Team
This section lists the people who can sign in to your partner workspace. Each row shows:
- The name and the email address of the person. If XRaise cannot find the name, the row shows the email address, or "Invited by link".
- The role. An owner or an admin can change it here.
- Joined: the date when the person joined.
- Remove: shows only for an owner or an admin.
Roles
| Role | What the person can do | Who gives the role |
|---|---|---|
| Owner | Everything an admin can do. | XRaise. You cannot give or change this role in the panel. |
| Admin | Change the organization profile, invite and remove teammates, and change roles. An admin can also do every action that the other screens allow for your organization. The screen calls it "Admin (can edit and invite)". | An owner or an admin. |
| Member | Read every screen. Change nothing. The screen calls it "Member (read-only)". | An owner or an admin. |
Your organization must always have at least one owner or admin. The panel does not let you remove or demote the last one. It shows: "This is your organization's only owner or admin. Add another before removing this one, or nobody can manage the workspace."
Invite a teammate
Click Settings in the menu.
In Teammate email, type the email address of the person.
In Role, select Member (read-only) or Admin (can edit and invite).
Click Invite a teammate.
The message "Invitation sent" shows. XRaise sends an email with a link. The person joins your workspace only when they open the link and accept it. They sign in with a one-time code. There is no password to share.
The invitation shows under Pending invites. The link expires after 7 days.
If the address already has an invitation, the panel shows: "That address already has an invitation outstanding. Resend or revoke it under Pending invites."
Pending invites
This list shows only to owners and admins. Each row shows the email address, the role, the status and the expiry date.
| Status | Meaning |
|---|---|
| Sent | The invitation waits for the person to accept it. |
| Expired | The 7 days passed. Click Resend to send a new link. |
| Button | What it does |
|---|---|
| Resend | Sends the invitation email again, with a new expiry date. |
| Revoke | Opens a confirmation. After you click Revoke invitation, the link no longer works. This cannot be undone, but you can invite the person again later. |
Change the role of a teammate
Find the person in the Team list.
Select the new role in the role list on their row.
The message "Role updated" shows. You cannot change the role of an owner. You can change the role only of a person who is already on the team. For a new person, send an invitation.
Remove a teammate
Find the person in the Team list.
Click Remove.
Click Remove teammate in the confirmation.
The person loses access to the partner workspace immediately. Their listings and the history of applications stay the same. You can invite them back later.
Common questions
How do I rename my organization? Contact XRaise. The name shows on every public card, so XRaise controls it.
How do I become an owner? Contact XRaise. Only XRaise gives the owner role.
My teammate did not get the invitation. What do I do? Ask them to look in their spam folder. Then click Resend under Pending invites.