Organization

Your organization is the top-level workspace that contains all your financial data. Organization settings let you manage the workspace and its members.

Organization Details

Access organization settings from Settings > Organization in the sidebar:

• Name — Your organization’s display name
• Slug — The URL-friendly identifier

Team Members

Plutus supports multiple members in an organization for shared financial management.

Inviting Members

1. Go to Settings > Organization > Members
2. Click Invite Member
3. Enter their email address and select a role
4. They’ll receive an email invitation to join

Member Roles

• Owner — Full access, can manage all settings and members
• Admin — Can manage accounts, transactions, and settings
• Member — Can view and add transactions

Removing Members

Organization owners and admins can remove members from the members list.