Managing Organizations

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Creating Organizations

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New Organization

Create a new organization:

1. Go to Settings → Organizations
2. Click “Create Organization”
3. Enter organization name
4. Organization is created
5. You become the owner

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Managing Members

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Inviting Members

Invite team members:

1. Go to organization settings
2. Click “Invite Member”
3. Enter email address
4. Select role (Admin or Member)
5. Send invitation

Invitation Process:

• Invitation email sent
• Member accepts invitation
• Member joins organization
• Can access organization data

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Managing Members

As owner or admin:

• View Members: See all organization members
• Change Roles: Update member roles
• Remove Members: Remove from organization
• Resend Invitations: Resend pending invitations

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Member Roles

Change Role:

1. Find member in list
2. Click role dropdown
3. Select new role
4. Role updated

Remove Member:

1. Find member in list
2. Click remove/delete
3. Confirm removal
4. Member removed from organization

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Organization Settings

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General Settings

Organization Name:

• Change organization name
• Visible to all members
• Owner only

Organization Details:

• Add description
• Set organization information
• Owner/Admin can edit

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Member Settings

Invitation Settings:

• Configure invitation process
• Set default roles
• Manage invitations

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Switching Organizations

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Organization Switcher

Use switcher to:

• Switch between organizations
• Access personal workspace
• View current organization
• Quick organization access

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Personal Workspace

Your personal workspace:

• Always available
• Not part of organization
• Your own data only
• Independent

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Best Practices

1. Clear Names: Use descriptive organization names
2. Appropriate Roles: Assign roles based on needs
3. Regular Review: Review members and roles regularly
4. Document Purpose: Add descriptions explaining organization purpose
5. Manage Access: Control who has admin access

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Troubleshooting

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Cannot Create Organization

If you cannot create:

1. Check account permissions
2. Verify account status
3. Try refreshing page
4. Contact support if needed

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Invitation Not Received

If member doesn’t receive invitation:

1. Check email address is correct
2. Check spam folder
3. Resend invitation
4. Verify email is valid

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Cannot Manage Members

If you cannot manage members:

1. Verify you’re owner or admin
2. Check organization permissions
3. Try refreshing page
4. Contact support if needed