--- title: Organization settings description: The Organization settings tab contains a comprehensive overview of your organization, which you can access information regarding the organization itself, the members associated with the organization, --- [Skip to content](https://help.file.ai/organization-settings#main-content) English Show submenu for translations [Customer portal](https://customerportal.file.ai/customerportal?hsLang=en) ![fileAI Logo—White.png\]](https://help.file.ai/hs-fs/hubfs/fileAI%20Logo%E2%80%94White.png?height=40&name=fileAI%20Logo%E2%80%94White.png) Open main navigation Close main navigation - English Show submenu for translations - [Customer portal](https://customerportal.file.ai/customerportal) - Go to bluesheets.io Go to bluesheets.io Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [Help Centre](https://help.file.ai/?hsLang=en) 2. [File Inbox](https://help.file.ai/file-inbox?hsLang=en) 3. [Organization Menu](https://help.file.ai/file-inbox?hsLang=en#organization-menu) # Organization settings The **Organization settings** tab contains a comprehensive overview of your organization, which you can access information regarding the organization itself, the members associated with the organization, processing history, organization history, API Keys and a list of contacts associated with the organization.    **Sub-tabs** **Details** - This is where you can manage your overall organization profile ![](https://help.file.ai/hs-fs/hubfs/image-png-Apr-22-2024-06-50-51-5245-AM.png?width=688&height=508&name=image-png-Apr-22-2024-06-50-51-5245-AM.png)   **Organization members** - This is where you can view the full list of Organization members  - You can invite or remove members to the Organization (provided you are also the Workspace Owner or Workspace Admin) - You can also assign Organization permissions to individual members (provided you are also the Workspace Owner or Workspace Admin) ![](https://help.file.ai/hs-fs/hubfs/image-png-Apr-22-2024-06-52-12-8806-AM.png?width=688&height=283&name=image-png-Apr-22-2024-06-52-12-8806-AM.png)   **Processing history** - This is where you can view tje processing history of the Organization by breakdown of document type, number of uploads and exports **![](https://help.file.ai/hs-fs/hubfs/image-png-Apr-22-2024-06-53-19-1458-AM.png?width=688&height=295&name=image-png-Apr-22-2024-06-53-19-1458-AM.png)**   **Organization history** - This is where you can find all user actions and changes captured in the Organization ![](https://help.file.ai/hs-fs/hubfs/image-png-Apr-22-2024-06-54-21-6524-AM.png?width=688&height=409&name=image-png-Apr-22-2024-06-54-21-6524-AM.png)   **API Key** - This is where you can obtain your API keys to enable integration between your Organization and external services or applications *Note: Only Organization Owners are able to generate an API key for the Organization* ![](https://help.file.ai/hs-fs/hubfs/image-png-Apr-22-2024-06-58-45-9572-AM.png?width=688&height=258&name=image-png-Apr-22-2024-06-58-45-9572-AM.png)   **Contacts** - This is where you can manage contact information extracted from processed documents - You can also merge variations of the same contact, even if they differ in spelling or formatting to ensure accuracy and coherence with the contact database. This will help in facilitating the creation and exporting of rules ![](https://help.file.ai/hs-fs/hubfs/image-png-Apr-22-2024-06-59-20-7463-AM.png?width=688&height=345&name=image-png-Apr-22-2024-06-59-20-7463-AM.png)   ***How to merge contacts*** - Step 1: Select on contacts for merging - Step 2: Click on ![](https://help.file.ai/hs-fs/hubfs/image-png-Apr-22-2024-08-22-13-6737-AM.png?width=32&height=30&name=image-png-Apr-22-2024-08-22-13-6737-AM.png) icon to merge - Step 3: Select on final Contact name to be retained, the others will be merged ![](https://help.file.ai/hs-fs/hubfs/image-png-Apr-22-2024-08-21-34-4786-AM.png?width=688&height=343&name=image-png-Apr-22-2024-08-21-34-4786-AM.png) ![](https://help.file.ai/hs-fs/hubfs/image-png-Apr-22-2024-08-22-42-4377-AM.png?width=688&height=357&name=image-png-Apr-22-2024-08-22-42-4377-AM.png) - [Product Release Notes](https://help.file.ai/product-release-notes?hsLang=en#main-content) - [Q3 2024](https://help.file.ai/product-release-notes?hsLang=en#q3-2024) - [FAQs](https://help.file.ai/faqs?hsLang=en) - [Get Started](https://help.file.ai/get-started?hsLang=en#main-content) - [About fileAI](https://help.file.ai/get-started?hsLang=en#about-fileai) - [Login & Account](https://help.file.ai/login-account?hsLang=en#main-content) - [Workspaces](https://help.file.ai/login-account?hsLang=en#workspaces) - [Organizations](https://help.file.ai/login-account?hsLang=en#organizations) - [Billing, subscriptions, payments](https://help.file.ai/login-account?hsLang=en#billing-subscriptions-payments) - [Account errors](https://help.file.ai/login-account?hsLang=en#account-errors) - [Account Deletion](https://help.file.ai/login-account?hsLang=en#account-deletion) - [Uploading Files](https://help.file.ai/uploading-files?hsLang=en#main-content) - [Upload Methods](https://help.file.ai/uploading-files?hsLang=en#upload-methods) - [Common Questions](https://help.file.ai/uploading-files?hsLang=en#common-questions) - [Integration Guides](https://help.file.ai/uploading-files?hsLang=en#integration-guides) - [Mobile App](https://help.file.ai/uploading-files?hsLang=en#mobile-app) - [Processing Files](https://help.file.ai/processing-files?hsLang=en#main-content) - [How documents are processed](https://help.file.ai/processing-files?hsLang=en#how-documents-are-processed) - [Common Questions](https://help.file.ai/processing-files?hsLang=en#common-questions) - [Common Errors](https://help.file.ai/processing-files?hsLang=en#common-errors) - [File Inbox](https://help.file.ai/file-inbox?hsLang=en#main-content) - [Workspace Menu](https://help.file.ai/file-inbox?hsLang=en#workspace-menu) - [Organization Menu](https://help.file.ai/file-inbox?hsLang=en#organization-menu) - [Working with Processed Files](https://help.file.ai/working-with-processed-files?hsLang=en#main-content) - [Creating Workflows](https://help.file.ai/working-with-processed-files?hsLang=en#creating-workflows) - [Creating Rules](https://help.file.ai/working-with-processed-files?hsLang=en#creating-rules) - [Error in Processed Files](https://help.file.ai/working-with-processed-files?hsLang=en#error-in-processed-files) - [Exporting Files](https://help.file.ai/exporting-files?hsLang=en#main-content) - [Common Questions](https://help.file.ai/exporting-files?hsLang=en#common-questions) - [Exporting to Xero](https://help.file.ai/exporting-files?hsLang=en#exporting-to-xero) - [Xero Export Errors](https://help.file.ai/exporting-files?hsLang=en#xero-export-errors) - [Exporting to QuickBooks](https://help.file.ai/exporting-files?hsLang=en#exporting-to-quickbooks) - [Exporting to Netsuite](https://help.file.ai/exporting-files?hsLang=en#exporting-to-netsuite) - [Exporting to Bukku](https://help.file.ai/exporting-files?hsLang=en#exporting-to-bukku) - [Exporting to Google Sheets](https://help.file.ai/exporting-files?hsLang=en#exporting-to-google-sheets) - [Exporting to third-party tools (via API)](https://help.file.ai/exporting-files?hsLang=en#exporting-to-third-party-tools-via-api) - [Exporting to Zoho Books](https://help.file.ai/exporting-files?hsLang=en#exporting-to-zoho-books) - [For Accountants](https://help.file.ai/for-accountants?hsLang=en#main-content) - [Setting up your firm in fileAI](https://help.file.ai/for-accountants?hsLang=en#setting-up-your-firm-in-fileai) - [Expense Claims](https://help.file.ai/expense-claims?hsLang=en) - [Mobile App](https://help.file.ai/mobile-app?hsLang=en) - [fileForge](https://help.file.ai/fileforge?hsLang=en) # fileAI Last Updated: June 2025 / support@file.ai Copyright © 2026, fileAI