Overview
Manage the people in your organization — inviting them, setting their roles, and removing them.
Your organization is your team. The My organization page is where you bring people in, decide what each of them can do, and remove anyone who has left. Everyone here works inside the same organization and sees the same work orders, companies, and documents.
Admins only
Managing the team is open to admins only. Moderators and members who open the page see a No access message. There is nothing here they need for day to day work.
Roles
Everyone in the organization has one of three roles, which decides what they can do.
| Role | What it allows |
|---|---|
| Admin | Everything, including managing the team, billing, financial settings, and voiding documents |
| Moderator | Creating and editing work orders, positions, and expenses, and generating documents |
| Member | Updating statuses and priorities, recording operations, and generating documents |
Roles are explained in more depth in the Introduction, under Roles.
What this section covers
- Inviting people to the organization, and managing the invitations you have sent
- Managing your team: changing roles and removing people
Team size follows your plan
How many people you can have depends on your plan. When you reach the limit, inviting is turned off until someone leaves or you move to a larger plan. The Usage page shows where you stand.