Organizations

This guide will walk you through how to create, manage, and update an organization, and add or remove members.

What is an Organization?

An Organization represents a separate entity for billing and access control purposes. Each Organization has its own set of Apps, Collections, and Inbox messages. It can have one or more team members with defined roles and permissions.

Creating an Organization

1. Click on the "Create Organization" option in the Organization dropdown.
2. A modal will pop up prompting you to enter the name, slug, and profile image for your new Organization.
3. After you've filled out these details, click "Create Organization" to finalize.

Updating an Organization

1. Click the "Manage Organization" option in the Organization dropdown.
2. Navigate to the Settings menu.
3. Click on your Organization profile to view or update the name, slug, or profile image.
4. Once you're done with updates, click "Save".

Inviting Members

Note: Only members with Admin role can invite others to an Organization.

1. Click the "Manage Organization" option in the Organization dropdown.
2. As an admin, click the "Invite Members" button.
3. Enter the email addresses of the people you want to invite and specify their access role.
4. Click "Send Invitations" to send the invite emails.

Updating Member Roles

1. Click the "Manage Organization" option in the Organization dropdown.
2. As an admin, click the dropdown next to a member's name to change their role.
3. Select a new role to update their access level.

Removing Members

1. Click the "Manage Organization" option in the Organization dropdown.
2. As an admin, click the more options icon (...) next to a member's profile.
3. Click "Remove Member".