Docs portal

Get started

Overview of

This overview of is good both for people who are new to the platform and also for those who want an in-depth explanation of all the components of each screen. It is organized from the highest level view down to the granularity of the tabs for each screen.

Organization profile page

Each individual and organization has a profile, which is accessible by selecting the organization name at the top of any dataset or project owned by the organization.


It is also accessible through the Settings tile on the organization home page.


Only an admin for an organization can see and access the settings for an organization.


The profile page has three sections:

  • Header

  • Tabbed viewing screen

  • About information

The header contains:

  • The avatar for the organization, which also serves as a link to the organization homepage wherever the avatar appears.

  • Both the descriptive name and the username of the organization.

  • A link to the website for the organization.

  • A button to Follow the organization if the home page is visible to non-members.

All of this information is configurable for your organization (including the About information on the right).

Overview tab

At the top of the Overview tab on the profile page is a Details section that can be written either with Markdown or by using the powerful Simple Editor that is part of This field is fully configurable according to the needs of the organization.


Below the Details section, you'll find the data Resources for the organization. This section includes:

  • A list of all of the data resources--datasets and projects--owned by the organization.

  • A search bar to locate data resources more easily.

  • A button to create a new dataset or project.

  • A Sort menu with a large number of options.


Each resource in the list contains a rich set of linked metadata.

Activity tab

As you would expect, the Activity tab on the organization profile shows a list of all the activity across the entire organization—including comments on insights, activity on datasets, uploading files, and more.

Any blue text is a link back to the topic, the resource, or the person who made the change.


The Members tile on an organization's home page--also a tab on an organization profile--contains a linked list to all the people associated with an organization. It is configurable and has two different views. Members of the organization will see a thumbnail grid:


Administrators and contributors in the organization see an ordered, linked list:


The list can be sorted by the columns by either clicking on the column name or by selecting the icon to the right of it. Sorting options are:

  • Name - ascending or descending

  • Username - ascending or descending

  • Role - a dropdown menu

  • Visibility - a dropdown menu

There is also a place to filter by display name or username, and a button to invite people to join the organization.


The Followers tab on the organization profile contains a linkable list of all of the people who follow the organization:


The information displayed for them includes:

  • Their avatars

  • Their usernames

  • Their bio information

  • A link to follow them


If you are an administrator of an organization you will have access to the Settings tile on the organization's home page and the Settings tab on the organization's profile. There are four screens on the Settings page. The first is the Profile:


The profile is where an administrator can set or edit the organization's:

  • Display name

  • Parent organization

  • Website address

  • About information

  • Profile picture

The Preferences screen is for setting access permissions to the organization and setting up people outside the organization as recipients for organization notifications.


Webhooks can be created and configured on the third screen:


For more information about creating and using webhooks, see the article on organization webhooks in our API documentation.

The Billing screen shows the organization's current plan and also has a link to update the plan: