Managing Your Org

Organization Settings

Configure valuation modes, budgets, multipliers, and more.

Each organization has configurable settings that control how equity is calculated and work is tracked.

Valuation

Valuation mode

Choose how work is valued:

ModeDescription
Hours × rateValue = hours worked × the member's hourly rate
Direct value tagsValue is assigned directly to tasks (e.g. story points)

Default hourly rate

Set an org-wide default hourly rate. Individual members can override this in their profile.

At-risk multipliers

Multipliers increase the value of contributions based on risk:

  • Non-cash multiplier — applied to time and in-kind contributions
  • Cash multiplier — applied to cash investments

For example, a 1.5× cash multiplier means $1,000 invested counts as 1,500 units of value.

Weight window

OptionDescription
All timeWeight is based on all contributions since the org started
Trailing 12 monthsOnly contributions from the last 12 months count

Assignment budgets

Control how much value can be assigned to members each period.

Budget period

OptionDescription
WeeklyBudget resets every week
MonthlyBudget resets every month
QuarterlyBudget resets every quarter

Budget fields

  • Assignable value per period — total value that can be assigned. Leave blank for unlimited.
  • Self-assign cap per period — max value a single member can self-assign. Leave blank for no cap.
  • Budget enforcementSoft warns when exceeded, Hard blocks assignments that would exceed the budget.