Organization administrator

What you see

Organization settings, organization users, and authorized Syrve connection or prerequisite pages for the selected organization.

Typical day

1. Confirm the organization context.
2. Maintain users and role assignments within the organization.
3. Keep required organization settings and connection prerequisites current.
4. Help accountants with access and setup questions.

What you must not do

Do not access another organization, change platform-only settings or quotas, or approve direct payment posting. Do not treat a selected connection as extra authorization.

If a page or button is unavailable, it is intentional. Ask the responsible administrator for access or assistance.