Manage your Organization settings
Edit an Organization's details, manage who belongs to it, and define the terms In Parallel should recognize for that Organization.
Before you start
You need owner access to the Organization whose settings you want to change. Members without owner permissions see a read-only view.
Open Organization settings
Open Settings, then select the Organization you want to manage in the left settings navigation. Organization settings are split across Details (which also holds the Members section) and Glossary.
Edit Organization details and members
The Details tab is the default view. It holds both the Organization's core details and its Members list on a single page.
1. Update the details
On the Details tab, edit the Name, Type, and Purpose fields, then save your changes. These describe the Organization and help In Parallel tailor its output.
2. Manage members
Scroll down to the Members section on the same page — it is not a separate tab. Each member appears with their role; use the role dropdown to change a person's access, the remove control to take someone out, and Add to invite a new member.
Note: Changing a member's role or removing a member affects what they can see and do in the Organization. For the full member-management walkthrough, see Add members & stakeholders.
Define the Organization glossary
The Glossary tab lets you teach In Parallel the terms specific to this Organization — people, products, and industry terms — so it recognizes them in meetings and reports.
1. Open the Glossary tab
Select Glossary. Enter your terms in the editor using the suggested structure (for example, People, Products, and Industry Terms).
2. Save and promote terms
Select Update glossary to save. Existing entries appear below, each with a Promote to company glossary option so a term defined here can be shared across the whole Company.
What's next