Set Up Your Organization

Your organization profile represents your business or lobbying firm across Civalta. Keep it current so teammates, clients, and potential partners see accurate information about your organization.

These steps apply to both account types.
Business accounts and lobbying firm accounts use the same Organization Profile page. Only organization owners and administrators can make changes; other members can view the information.

Before you begin

Switch to the Civalta workspace for the organization you want to update.
Make sure you are an organization Owner or Admin.
Have your organization logo ready. Civalta accepts PNG, JPG, and WebP images up to 5 MB.

Open the Organization Profile page

Select Settings in the Civalta navigation.
Select Organization.
Open the General details tab.

Civalta Organization Profile settings showing an organization logo, industries, and fields for the legal organization name, DBA, website, billing email, and mission statement.

Use the General details tab to manage how your organization appears across Civalta.

Add your organization logo

In Organization Logo, select Upload.
Choose a PNG, JPG, or WebP image no larger than 5 MB.
Review the preview. You can replace or remove the image before saving.

Complete your organization details

Legal organization name

Review the legal name attached to the workspace. This field is read-only. Contact Civalta Support if it needs to be corrected.

Doing business as (DBA)

Enter the name you want displayed across Civalta. If you leave it blank, Civalta uses the legal organization name.

Official website

Add your organization’s full website address, including https://.

Billing email

Enter the email address your organization uses for billing communication.

Mission statement

Write a concise description of what your organization does, the people it serves, or the policy work it focuses on.

Choose your industries

Select up to three policy areas that best describe your organization. Choose the most specific options available so Civalta can provide useful context and help the right people find your organization.

Review the organization type and status

The page also shows your organization’s account type and status. These are informational and cannot be edited from the Organization Profile page.

Save your organization profile

Review the logo, industries, and organization details.
Select Save profile.
Wait for Civalta to confirm that the organization profile was saved.

Select Discard changes before saving if you want to restore the information from the last saved version.

Troubleshooting

The fields are locked

Only organization owners and administrators can edit organization settings. Ask an owner or administrator to make the change or update your membership role.

The logo will not upload

Confirm that the image is a PNG, JPG, or WebP file and no larger than 5 MB, then try again.

Civalta will not save the profile

Make sure the website includes a valid URL, the billing email is valid, and no more than three industries are selected.

The legal organization name is incorrect

The legal name is read-only on this page. Contact Civalta Support and provide the correct legal name.

What’s next?

After the organization profile is complete, make sure each team member has completed their personal profile. Organization owners and administrators can manage members separately from the Members tab.