Setting up your organisation

An organisation is a workspace your team shares: its own plan, profiles, QR codes, documents and leads. Your personal workspace stays as it is. To create one, go to Settings > Team and click "Create an organisation" (or use "Create organisation" in the workspace switcher at the top of the sidebar), name it, and click "Create organisation".

Plan and invites

Anyone can create an organisation, and it starts on Starter. To invite people, subscribe it to the Team plan in Billing (up to 5 members, each with their own profiles), then use "Invite by email" in Settings > Team and choose a role for each person.

Roles

• •Member: creates their own QR codes, profiles and documents, and edits or deletes only their own.
• •Manager: also edits everyone's items and looks after shared settings such as folders, booking hours and connected accounts.
• •Admin: everything, including deleting anyone's items, managing members and plans, and the workspace default page. A workspace always keeps at least one admin.

The workspace default page

An admin can create a page that any team card opens before it's assigned to someone. Open Profiles with the organisation selected, open the Extras tab, choose "Workspace default page" and click "Create workspace default page". Switch between your personal space and the organisation any time with the workspace switcher.