---
title: Managing Organization Settings
description: Manage you Trellis Organization Settings
---

[Skip to content](https://support.gotrellis.com/en/knowledge-base/managing-organization-settings#main-content)

[![Trellis\_Logo](https://support.gotrellis.com/hs-fs/hubfs/Trellis_Logo.png?width=250&height=75&name=Trellis_Logo.png)](https://gotrellis.com/)

- [Home](https://gotrellis.com/)
  
  Show submenu for Home

    - [Advertising](https://gotrellis.com/advertising-ppc-automation/)
    - [Dynamic Pricing](https://gotrellis.com/dynamic-pricing/)
    - [AI-Content Optimization](https://gotrellis.com/product-content/)
    - [Promotions](https://gotrellis.com/promotions/)
- [Pricing](https://gotrellis.com/pricing/)
- [Blog](https://gotrellis.com/blog/)
- [Contact](https://gotrellis.com/contact-us/)

Open main navigation

Close main navigation

- [Home](https://gotrellis.com/)
  
  Show submenu for Home

    - [Advertising](https://gotrellis.com/advertising-ppc-automation/)
    - [Dynamic Pricing](https://gotrellis.com/dynamic-pricing/)
    - [AI-Content Optimization](https://gotrellis.com/product-content/)
    - [Promotions](https://gotrellis.com/promotions/)
- [Pricing](https://gotrellis.com/pricing/)
- [Blog](https://gotrellis.com/blog/)
- [Contact](https://gotrellis.com/contact-us/)
- [Log In](https://app.gotrellis.com/)

[Log In](https://app.gotrellis.com/)

 How can we help you?

- There are no suggestions because the search field is empty.

1. [Trellis Knowledge Base](https://support.gotrellis.com/en/knowledge-base?hsLang=en)
2. [Getting Started](https://support.gotrellis.com/en/knowledge-base/getting-started?hsLang=en)

# Managing Organization Settings

## Set up your workspace by inviting team members, managing billing access, and configuring organization-wide settings like reporting preferences and optimization targets.

#### 👥 Invite and Manage Team Members

### Steps

Navigate to **Settings → Invite Users**.

**![](https://support.gotrellis.com/hs-fs/hubfs/image-png-4.png?width=152&height=273&name=image-png-4.png)**

Enter your teammate’s **email address**.

Click **Invite User**.

Your teammate will receive an email to join your Trellis workspace. Once accepted, their status changes from **Pending** to **Active**.

🔒 **Note:** Only **Admins** can manage users and roles. You can adjust permissions later at any time.

💡 **Tip:** Agencies managing multiple brands can assign each brand a separate organization (workspace) for cleaner reporting and billing separation. All brands can then be connected through the Agency Dashboard for combined reports.

---

#### 💳 Manage Billing Access

### Steps

Go to **Settings → Billing**.

Review your current **subscription plan** and **payment method**.

Click **Manage Billing** to:

- Update payment details
- Download past invoices

💡 **Tip:** Only Admin users can view or edit billing information. Marketers and Analysts will not see this tab.

---

### 🧮 Reporting Preferences

#### ROAS vs ACoS Reporting

Choose your preferred reporting metric for ad performance:

- **ROAS (Return on Ad Spend):** Shows how much revenue is generated for every dollar spent.
- **ACoS (Advertising Cost of Sale):** Shows the percentage of revenue spent on ads.

To switch between them:

1. Go to **Settings → Preferences**
2. Select **Default Reporting Metric**
3. Choose either **ROAS** or **ACoS**

 

💡 **Tip:** Both metrics will still be available through the reports.

---

#### SKU vs ASIN Reporting

Define how Trellis groups product performance in reports:

- **ASIN Level:** Ideal for single listings or product-specific ad tracking.
- **SKU Level:** Best for variations or multi-pack listings where you want performance broken down by SKU.

To change your default reporting level:

1. Go to **Settings → Organization → Reporting Preferences**
2. Select **Default Reporting View**
3. Choose **ASIN** or **SKU**

💡 **Tip:** Trellis automatically maps SKUs to ASINs — changing this view only affects reporting display, not campaign structure.

- [Getting Started](https://support.gotrellis.com/en/knowledge-base/getting-started?hsLang=en)
- [Advertising](https://support.gotrellis.com/en/knowledge-base/advertising?hsLang=en#main-content)

    - [Media Plan Settings](https://support.gotrellis.com/en/knowledge-base/advertising?hsLang=en#media-plan-settings)
    - [How To](https://support.gotrellis.com/en/knowledge-base/advertising?hsLang=en#how-to)
- [FAQs](https://support.gotrellis.com/en/knowledge-base/faqs?hsLang=en)
- [Dynamic Pricing](https://support.gotrellis.com/en/knowledge-base/dynamic-pricing?hsLang=en#main-content)

    - [Pricing Strategies](https://support.gotrellis.com/en/knowledge-base/dynamic-pricing?hsLang=en#pricing-strategies)

[![Trellis\_Logo](https://support.gotrellis.com/hs-fs/hubfs/Trellis_Logo.png?width=250&height=75&name=Trellis_Logo.png "Trellis_Logo")](https://gotrellis.com/)

<https://www.facebook.com/GoTrellis/> <https://www.instagram.com/go.trellis/> [mailto:support@gotrellis.com](mailto:support@gotrellis.com) <https://www.tiktok.com/@go.trellis> <https://www.youtube.com/channel/UCq5uE7R3aX0w7OSPeCElZwg> <https://www.linkedin.com/company/gotrellis/mycompany/>

Copyright © 2025, Trellis Corporation