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Safeclose organizes your configurable settings into two levels: personal settings that apply to your account across all workspaces, and organization settings that control how a specific workspace behaves. You can reach personal settings from Settings in the sidebar, and organization settings from Organizations → [your org name].

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Personal settings

Personal settings live at /settings and apply to you regardless of which organization is active.
Safeclose keeps you signed in to one organization at a time. The active workspace determines which organization’s data, documents, and signing packages you see throughout the app.To switch your active workspace:
  1. Go to Settings.
  2. Under Active workspace, find the workspace switcher.
  3. Select the organization you want to make active.
Opening any organization directly from its URL (for example, from a link a colleague shares) automatically updates your active workspace.
From the Active workspace panel you can also:
  • Click Edit profile card to update your display name and profile details.
  • Click Open workspace to navigate directly to your current organization’s settings.

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Organization settings

Organization settings are available to members whose role includes the relevant permissions. Navigate to Organizations, select your workspace, and use the tab navigation to find each area.
The owner role always has full access to every organization setting, regardless of individual permission assignments.

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General (overview)

The overview tab for your organization displays the workspace name and URL slug. Members with the orgSettings permission can edit these fields.
FieldDescription
Organization nameThe display name shown throughout the app and to members
SlugThe URL-safe identifier used in your workspace URL (e.g. /orgs/your-slug)

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Brand

The Brand tab lets you customize how your organization appears to members and signers. Requires the brand permission.

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Locations

The Locations tab manages the physical or logical locations associated with your organization. Signing packages are scoped to a location. Requires the locations permission. You can:
  • Add a new location with a name and relevant details.
  • Edit an existing location’s information.
  • Remove a location that is no longer in use.

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Roles

The Roles tab lets you create and manage custom roles for your organization. Each role is a named set of permissions that you assign to members. Requires the roles permission. To create a role:
  1. Scroll to the Create role form at the bottom of the Roles tab.
  2. Enter a Name (required) and an optional Slug.
  3. Check the permissions you want to grant.
  4. Click Create role.
To edit a role’s permissions:
  1. Find the role in the list.
  2. Check or uncheck permissions and click Save role.
To delete a role:
  • Click Delete role next to any custom role. Built-in roles cannot be deleted.

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Organization permission keys

Each role is a combination of the following permission keys. A member only sees the tabs and actions their role permits.
Permission keyWhat it controls
orgSettingsEdit the organization name and slug; access the workspace overview settings
brandView and edit the organization’s branding
locationsAdd, edit, and remove organization locations
rolesCreate, edit, and delete custom roles
membersInvite members, update their roles, and remove them from the organization
billingView and manage the organization’s plan and billing details
The built-in owner role has all permissions permanently and cannot be modified. Custom roles can combine any subset of the keys above.

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Members

The Members tab lets you add people to your organization and manage their access. Requires the members permission. To invite a member by email:
  1. Enter the person’s email address in the Invite by email form.
  2. Select the role slug you want to assign.
  3. Click Send invite.
The invitation creates a pending membership record. The person can claim it when they sign in with that email address. To update a member’s role:
  • In the members table, use the role dropdown next to the member and click Save.
To remove a member:
  • Click Remove next to the member in the table.
Removing a member revokes their access to the organization immediately.

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Billing

The Billing tab is where you manage your organization’s subscription plan. Requires the billing permission. Safeclose offers three paid plans:
PlanIdentifier
StarterSTARTER
ProPRO
EnterpriseENTERPRISE
To upgrade or change your plan:
  1. Open the Billing tab in your organization.
  2. Select the plan you want and follow the Stripe Checkout flow.
  3. After checkout completes, Stripe updates your subscription status automatically.
To manage payment methods and view invoices:
  • Click Manage billing to open the Stripe Customer Portal, where you can update payment methods, download invoices, and cancel your subscription.
After completing Stripe Checkout, subscription status refreshes via webhook. There may be a brief delay before the updated plan appears in the app.