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Broker Organization Profile

Organization Profile & Team Management

This guide explains how brokers manage their organization settings, branding, and team members in MonarkHQ.

This article applies to broker organizations. Carrier reps and employers have limited access and do not manage organizations or teams.

1. Access Organization Settings

You can access organization settings in either of these ways:

  1. Click Organization in the sidebar, or
  2. Go to Settings → Organization

Organization Overview

The Organization page displays key information about your brokerage:

  • Organization name
  • Organization logo
  • Office address
  • Organization ID (read-only)
  • Owner information
  • Total member count
  • Creation date

Some fields are informational only and cannot be edited.

Roles and Permissions

| Role | What They Can Do | | ---------- | ---------------------------------------------------- | | Owner | Full access to all organization settings and members | | Admin | Edit organization details and manage team members | | Member | View-only access |

Only Owners and Admins can make changes.

2. Edit Organization Details

If you’re an Owner or Admin:

  1. Open Organization
  2. Click into editable fields
  3. Update as needed
  4. Click Save Changes

Editable Fields

| Field | Description | | ----------------- | ------------------------- | | Organization Name | Brokerage or company name | | Street Address | Office address | | City | City | | State | State | | ZIP Code | Postal code |

3. Edit Organization Logo & Branding

Uploading a Logo

  1. Locate the Logo section
  2. Click Upload Logo or drag-and-drop an image
  3. Supported formats: PNG, JPG, GIF
  4. Recommended: square image, 200×200 px or larger

The logo is automatically cropped to a square.

Where Your Logo Appears

Your organization logo may appear in:

  • Broker dashboard and team views
  • Employer-facing proposals (when branding is enabled)
  • Exported proposal files (PDF / PowerPoint)

Changing or Removing a Logo

  1. Hover over the current logo
  2. Click Change or Remove
  3. Upload a new image or leave blank

4. Manage Team Members

Accessing Team Members

  1. Click Members in the sidebar, or
  2. Go to Settings → Members

Viewing Team Members

The Members page shows:

  • Name and email
  • Role (Owner, Admin, Member)
  • Membership status

Inviting Team Members

Owners and Admins can invite new members:

  1. Click + Invite Member
  2. Enter the person’s email address
  3. Choose a role (Admin or Member)
  4. Click Send Invite

What Happens Next

  • An invitation email is sent
  • The invite appears under Pending Invitations
  • Once accepted, the user gains access immediately

Managing Pending Invitations

From the Members page, you can:

  • Resend an invitation
  • Revoke an invitation before it’s accepted

Removing Team Members

Owners and Admins can remove members:

  1. Locate the member
  2. Click Remove
  3. Confirm removal

Important rules:

  • Owners cannot be removed
  • Only Owners can manage Admin roles
  • You cannot remove yourself
  • Removed members lose access immediately

Best Practices

  • Add your logo early for professional proposals
  • Keep address information current for documentation accuracy
  • Remove former employees promptly
  • Review pending invitations regularly

Summary

| Task | Location | | ----------------------------- | ------------ | | Update organization info | Organization | | Manage logo | Organization | | Invite or remove team members | Members | | View roles and permissions | Members |