Home Settings Where do I find the Organization settings page?

Where do I find the Organization settings page?

Last updated on Mar 12, 2026

Short Answer: Open the left-hand Settings menu and click "Organization", or go directly to /settings/organization.

PreRequisites

  1. Be signed in to CleverBalance.

Steps

  1. Locate the Settings section in the left-hand navigation menu.
    The menu displays options such as "Organization", "Team", and "Security".

  2. Click "Organization" in the left-hand menu.
    The Organization settings page opens (URL: /settings/organization).

Troubleshooting

  1. You do not see "Organization" in the left menu.

    Likely Cause: Your account may have limited access to Settings or the menu may be collapsed.

    Action:

    • Reload the page

    • Expand the navigation menu

    • Check with your organization owner or admin to confirm your permissions.

Note: The Settings menu may also include options like "Team" and "Security" depending on your account permissions.