Organization Settings

Organization → Organization settings is where you configure the form, manage who has access, and tune follow-up behavior.

On this page

• Inviting Teammates (Access Codes) — letting others join your organization, and managing existing members.
• Custom Form CSS — restyling the public referral form.
• Follow-ups (Popbacks) — automatic follow-up timing.

Form-overview settings (PreForm HTML, redirect link) are covered in Building Your Referral Form.