This guide explains how to configure your organization settings, manage administrators, and track payment history through the ProjectBoard Admin Dashboard. These settings apply across all showcases your organization hosts and help maintain a consistent brand identity.

Accessing the Admin Dashboard

To access your organization settings:

1. Log into your ProjectBoard account
2. From the Admin Dashboard (your homepage after login), you'll see multiple sections for managing different aspects of your organization

Managing Organizational Settings

Your organization profile contains key information that represents your brand across all showcases:

Updating Organization Information

1. Navigate to the Settings tab
2. You can update:
   • Organization Name: This appears in showcase communications and receipts
   • Organization Logo: Upload your logo (recommended size: 250px × 100px)
   • Primary Email: This address receives all system notifications and communications

Managing Administrators

The Admins section lets you control who has access to manage your organization's showcases:

Viewing Current Administrators

1. Navigate to the Admins tab
2. You'll see a list of all current administrators including:
   • Name
   • Email address
   • Role (if applicable)
     
   • Status

Inviting New Administrators

1. From the Admins page, click the Invite Admins button
2. Enter email addresses or ProjectBoard usernames (comma-separated for multiple invites)
3. Click Send Invites
4. Invitees will receive an email with instructions to accept the invitation

Note: The number of administrators you can add depends on your subscription plan. Higher-tier plans allow for more administrators.

Administrator Access

All administrators have equal access to:

• Create and manage showcases
• Review and approve project submissions
• Access organization settings
• View payment history

Currently, ProjectBoard does not offer role-based permissions for administrators.

Tracking Payments and Billing

The Payments section provides a complete history of your organization's transactions:

Viewing Transaction History

1. Navigate to the Payments tab
2. View a chronological list of all transactions including:
   • Transaction date
   • Plan purchased
   • Amount paid
   • Transaction status

Account Security Best Practices

To maintain the security of your organization's account:

1. Limit Administrator Access: Only invite administrators who actively manage your showcases
2. Regular Review: Periodically review the administrator list and remove those who no longer need access
3. Secure Credentials: Ensure all administrators use strong, unique passwords
4. Primary Email: Use a secure, monitored email address as your organization's primary email
5. Contact Information: Keep contact information current for billing and security notifications

Frequently Asked Questions

Can I change my organization name after creating showcases?

Yes, you can update your organization name at any time. The change will be reflected in future communications but won't automatically update in existing showcases.

What happens when I remove an administrator?

When you remove an administrator, they immediately lose access to your organization's showcases and settings. They will still have their personal ProjectBoard account but can no longer manage your organization's content.

Can I transfer ownership of my organization?

Currently, ProjectBoard doesn't have a formal ownership transfer process. Contact support@projectboard.world for assistance with special circumstances.