An Organisation holds a collection of Projects, Members and Roles.
Any logged-in user can create an organisation. Click the organisation selector at the top of the sidebar and choose Create Organisation.
You will be prompted for:
Once created, you become the Owner of the organisation.
The members list for an organisation can be seen by anyone with the See Roles and Members permission.
Each member is shown with their base role (Guest, Member, or Owner) and any assigned roles.
Members with the Invite Members permission can invite new members by email address.
Click the Invite button at the top of the Members page, enter the user's email address, and click Invite. An invitation will be sent to that address.
Pending invitations appear in the Invited Members list below the active members list until the invite is accepted or cancelled.
When you receive an organisation invitation, it appears under Settings > Invitations. From there you can accept or decline it.
Members with the Remove Members permission can remove other members. Click the actions menu (⋮) next to a member and select Remove User.
Owners cannot be removed by other members — ownership must be transferred first.
You can leave an organisation from the members list by clicking the actions menu (⋮) next to your own name and selecting Leave Organisation. Owners cannot leave while they hold the Owner role.
Roles are named sets of permissions that can be assigned to members. See Permissions for the full list of available permissions and how they work.
Members with the Edit Roles permission can create, edit, and delete roles.
Click the actions menu (⋮) next to a role and select Edit Role. Changes apply immediately to all members who hold that role.
Click the actions menu (⋮) next to a role and select Remove Role. Members who held the role will lose any permissions it granted.
Members with the Modify Member Roles permission can assign or remove roles from other members. Click the actions menu (⋮) next to a member and select Assign Roles.
Organisation Owners can change the organisation name and configure default permissions from the Settings tab.
The display name can be changed at any time. The organisation ID cannot be changed.
Default permissions are automatically granted to every member of the organisation. Any permission enabled here applies to all members regardless of their roles. See Permissions for details.
To transfer ownership of an organisation, promote another member to Owner via their role or permissions. Once the new Owner is in place, the previous Owner can remove their own Owner status or leave the organisation.
Only Owners can promote other members to Owner.