Organization Settings (Admins)

Last updated: April 28, 2026

Manage Organization Settings (Admins)

Summary: Control users, branding, integrations, and feature access.

In this article

  • Manage users

  • Roles

  • Branding

  • Integrations

  • Entitlements

Manage Users

Invite users

  • Add individually or via CSV

Remove users

  • Deactivate to preserve history

Roles

Role

Access

Admin

Full control

Member

Standard usage

Branding

Customize:

  • Logo

  • Colors

  • Fonts

Applies to exports (PDF, PowerPoint)

Integrations

  • CapIQ

  • Salesforce

  • SCIM provisioning

Entitlements

Controls features like:

  • AI assistant

  • Support chat

  • PDF attachments

⚠ Must be enabled by Mosaic support.

FAQs

User can’t log in

  • Check account status

  • Verify SSO setup

Transfer deal ownership

  • Update in deal team

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  • Deals and Collaboration

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