Manage Organizations

Organizations are a way to organize users. When members of an organization know each other, they can add one another directly to an organization or workspace without having to send an invite.

Note

Organizations are light weight, their only purpose is to group people. This is useful if you are collaborating with another organization and you want their manager to add their people to your workspace.

Creating an Organization

1. Navigate to the Organizations section from the dashboard.
2. Click the Create Organization button.
3. Enter a name for the organization.
4. Click Create.

Editing an Organization

To edit an organization’s name:

1. Go to the organization’s page.
2. Click the Edit button.
3. Change the name.
4. Click Save.

Managing Organization Members

Adding Members

You can add another user directly if you already know a user (either because you know each other through a workspace or another organization).

1. Click on the Members tab for your organization.
2. Click Add Member.
3. Select a member from your list.

If you are not familiar with that user, you can give them an invite.

1. Go to Invites tab for your organization
2. Create a new invite
3. Copy the link from the dialog. (The invite code can’t be recovered after you close the dialog).
4. Send them the link.

Each invite can only be used once unless they have been revoked.

Removing Members

1. Go to the organization’s members list.
2. Click the Remove icon next to a member.
3. Confirm the action when prompted.

Note

Administrators cannot be removed directly. They must first have their admin status revoked by another administrator before they can be removed from the organization.

Changing Administrator Status

1. Go to the organization’s members list.
2. Click the Edit icon next to a member.
3. Toggle the role.
4. Click Save.

[!NOTE] Only administrators can change another member’s administrator status.