Organization Management
Manage your organization, team members, and access control
What are Organizations?
Organizations are workspaces that group teams and projects together. Each organization has its own members, projects, and settings. You can be a member of multiple organizations and switch between them as needed.
Organization Roles
Understanding the different roles and permissions in an organization
Full Control
Owners have complete control over the organization:
- Manage all organization settings
- Invite and remove members
- Change member roles
- Delete the organization
- Transfer ownership to another member
Management Access
Admins can manage members and invitations:
- Invite and remove members
- Change member roles (except owner)
- Manage invitations
- Cannot delete the organization
- Cannot transfer ownership
Basic Access
Members have access to organization resources:
- View and participate in projects
- Create projects (within plan limits)
- Cannot manage organization settings
- Cannot invite or remove members
Inviting Team Members
Navigate to Organizations
Go to the Organizations page from your dashboard or sidebar navigation
Select Organization
Click on the organization you want to manage. You must be an Owner or Admin to invite members.
Go to Invitations Tab
Click the "Invitations" tab to see existing invitations and create new ones
Create Invitation
Click "Create Invitation" and enter the email address of the person you want to invite. Select their role (Owner, Admin, or Member) and choose an expiration period (1, 3, 7, 14, or 30 days).
Share Invitation Link
Copy the invitation link and share it with the person you're inviting. They can use this link to join the organization, or they can enter the invitation code manually.
Managing Organization Members
How to view and manage members in your organization
View Members
Go to Organizations → Select Organization → Members tab to see all organization members, their roles, and join dates.
Change Member Roles
Owners and Admins can change member roles. Click on a member and select their new role from the dropdown. Note: Only owners can assign the owner role.
Remove Members
Owners and Admins can remove members from the organization. Click on a member and select "Remove from Organization". This will remove their access to all organization projects.
Transferring Ownership
When to Transfer
Transfer ownership when you're leaving the organization or want someone else to have full control. Only the current owner can transfer ownership.
How to Transfer
Go to Organizations → Select Organization → Members tab. Find the member you want to make owner and click "Transfer Ownership". Confirm the transfer. You'll become an Admin after the transfer.
Organization Limits by Plan
Different plans have different limits for organizations
- Up to 3 users per organization
- 3 projects per organization
- Basic AI briefings
- Unlimited users
- Unlimited projects
- Advanced AI briefings
- GitHub, Slack, and other integrations
- Unlimited users
- Unlimited projects
- Custom AI briefings
- All integrations
- Priority support
Best Practices
- •Use clear organization names that reflect your team or company structure
- •Assign roles carefully. Only give Admin or Owner roles to trusted team members
- •Set appropriate expiration periods for invitations. Shorter periods are more secure
- •Regularly review organization members and remove those who no longer need access
- •Keep at least one Owner per organization to ensure it can always be managed