> ## Documentation Index
> Fetch the complete documentation index at: https://docs.winnerr.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Organization Overview

> Manage your brokerage or team workspace — branding, settings, and admin controls

# Organization

The Organization page (`/organization`) is the admin hub for your entire Winnerr workspace. If you're a team lead or brokerage admin, this is where you configure top-level settings that apply to everyone on your team.

## Organization profile

| Field                 | Description                                       |
| --------------------- | ------------------------------------------------- |
| **Organization name** | Displayed in the app and on client-facing portals |
| **Logo**              | Shown on team portals and marketing materials     |
| **Primary color**     | Brand color used across team portals              |
| **Website**           | Your brokerage or team website URL                |
| **Billing email**     | Where invoices and billing notifications are sent |

## At a glance

The overview dashboard shows:

* **Total members** — active agents + admins
* **Active contacts** — leads in the system across all members
* **Open deals** — total pipeline value across the team
* **This month's calls** — organization-wide call volume
* **Workflow activity** — automations triggered this month

## Admin roles

| Role       | Permissions                                                      |
| ---------- | ---------------------------------------------------------------- |
| **Owner**  | Full access including billing, member deletion, and org deletion |
| **Admin**  | Can manage members, transfer contacts, view all data             |
| **Member** | Standard agent access — own contacts, calls, and deals only      |

## Organization-wide settings

Settings at the organization level override or supplement individual member settings:

* **Shared phone numbers** — pool numbers available to all agents
* **Default workflows** — automations that run for all new leads
* **Shared email templates** — templates available to the entire team
* **Compliance settings** — organization-wide TCPA/DNC configuration

Navigate to [Members](/organization/members) to manage individual agents, roles, and permissions, or **Agent Transfers** to reassign contacts between agents.
