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Creating the Organization

When you create an account with Ebrai—without having been invited to an existing organization or without your organization already onboarded—you’ll be prompted to set up a new organization as part of your onboarding. This is because, in Ebrai, every account belongs to an organization. During this step, you’ll be asked to provide:
  • Organization Name: The primary identifier for your organization within Ebrai.
  • Logo: Add your company’s logo for easy recognition and a professional look.
  • Organization Details: Share information such as your organization’s size and industry. We use this context to power our AI-driven insights and tailor recommendations to your needs and industry standards.
Setting up your organization’s details helps ensure that all insights and benchmarks are relevant to your unique context.

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Getting Your People In

Once your organization is set up, the next step is to add your people. You can do this by connecting Ebrai to your SSO provider and automatically inviting everyone in your directory, or by integrating with your existing HRIS platform to import your full organizational structure—including people, groups, and other details. You can also skip this step and come back to it later. Learn more about Inviting Members
After this step, your organization will officially be created on Ebrai and you’ll be redirected to your home page. From here, you’ll have full access to all Ebrai features. The following steps are designed to help you customize your experience and tailor the platform to the needs of your organization.

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Adjusting the Organization Settings

You can update your organization’s details at any time from the Workspace Settings page.
1

Hover over your Navigation Bar

You’ll see the name of your organization, along with the logo you selected during setup.
2

Click on the Organization Name

This opens a dropdown menu. Select the option labeled “Workspace Settings.”
3

Click on Workspace Settings

This takes you to the area where you can update various organization details, preferences, and settings.
If you can’t find this page, you may not have the required permission level. Learn more about Permission Levels
You can update the following settings from this page:
From here, you can update your organization’s name and logo—these changes will take effect immediately.
You can also customize your preferred days of the week:
  • Start of the Week: This setting influences Performance Snapshots and sets the timeline for key metrics and reports. Choose the first business day for most of your organization.
  • End of the Week: Used for compiling summary reports, notifications, and Evidence calculations. Select when your operations typically wind down for the week.
You can also choose to permanently remove your organization from this page. This action will disband your organization and delete all its data—it’s irreversible.
View everyone in your organization, together with their Permission Levels and Groups. You can also invite new members and manage pending invitations—including the ability to revoke invites as needed.
Learn more about Inviting Members
Review your billing details—including seat count and available AI Tokens for your current plan.
Need to adjust your plan or payment method? Use our external billing portal to manage subscriptions and payments.
Learn more about Plans
Locations represent your active offices, hubs, and business sites. Assign people to locations for insights on performance and engagement at each site, and use locations to group or filter organizational data.
You can create unlimited locations. For each location, define its name, type, timezone, country, and address.
Location-specific settings (address and timezone) impact the schedule for Reflect Nudges, Notifications, and some automation tasks related to Evidence gathering.
By default, we provide a list of tags that can help you categorize records and other data in your organization more effectively. All people in your organization can create tags and attach them to the work items they have access to.From this area of the Workspace Settings you can manage the existing tags in your organization, create new ones, or see the number of references every label has across all the data in your organization.
Additional settings are available on separate pages, giving you full control over key areas of your organization:
  • Plans: See what tiers we offer and explore the benefits included with each.
  • Reflect™: Review Reflect’s influence, access, and knowledge footprint in your organization.
  • Performance: Manage how performance is tracked and measured across your teams.
  • Records: Learn about the data we store, its attributes, and related functionality.
  • Organization Values: Define your organization’s core principles and the criteria your people will be evaluated on.
  • Integrations: Set up and manage data pipelines for importing or exporting data from Ebrai.
  • SSO & MFA: Update and strengthen your organization’s security settings.