Your organization

Signing up makes an organization with you as its owner. Everything you build lives in one of its projects, and everyone you invite joins the organization — not a single project. Nothing in one organization can be seen from another.

Organization → Settings holds its name, its country and the business details you gave at sign-up: business name, industry, team size, website, how you heard about us, and what you’re building. Changing them needs the Edit the organization permission.

Business details on the same page — your logo, business name, address, phone, email, website and tax number — are what each new project starts with. A project then keeps its own copy, changed in its Project settings; the organization’s are changed only here, outside a project.

The country decides which payment providers the organization’s sites can take payments with — in Bangladesh, SSLCommerz and bKash as well as Stripe; elsewhere, Stripe. The settings show the ones on offer under the country.

Your own organization and every one you’ve been invited to are listed under Your organizations on Projects, with your role in each, and in the switcher at the top right under Organization. Pick one to work in it — the panel reloads with its projects. New organization (in the switcher) starts another, with you as its owner — give it a name and its country.

Your account, password and two-step sign-in are the same in all of them; your role, and the projects you can open, can differ in each.

Each member shows their name, email, role, the projects they can open, and whether they use two-factor sign-in. With the Manage members permission you can change someone’s role and projects from the list — it takes effect on their next click — or remove them.

Change it from the member’s row on Members (the line with the folder icon). Their role still decides what they can do inside those projects. Owner and Admin always open every project.

• Someone limited to some projects who creates a project gets access to it automatically.
• Deleting a project removes it from everyone’s list.
• An AI key stops working for a project its maker can no longer open.

1. On Members, press Invite.
2. Enter their email, pick a role, and choose their projects — all of them, or only some. They get an email with a link that works for 7 days.
3. Someone new chooses a name and password from the link. Someone with an account joins in one click if they’re signed in, or signs in with their password. Either way, they land in your organization with that role and those projects.

Waiting invitations are listed under Pending invitations. Resend sends a fresh link (the old one stops working) and gives it another 7 days; Cancel withdraws it.

1. Open the project and go to Project → Members in the sidebar, then press Invite.
2. Enter their email and choose a role: Full access (everything in the project, its settings and members too), Member (works with the records), Developer (works with the records and builds the project: models, pages, AI keys) — or one of the project’s own roles. They get an email with a link that works for 7 days.
3. Once they accept, the project shows on their dashboard and in their project menu under your organization’s name, next to their own projects.

The owner and admins can invite to any project. Give anyone else the Invite to projects permission on a role (Roles) and they can invite to the projects they open. On Project → Members you can change someone’s role in that project or remove them; a guest removed from their last project leaves the organization. Giving a guest a role or every project on Members makes them a full member.

Project → Members shows only to the people who can invite to the project — the owner, admins, Full access and roles with Invite to projects; Project → Settings only to those who can manage it.

Full access, Member and Developer are the standard roles. For anything in between, press New role, name it — Sales rep — and tick what it may do with each model’s records: View, Add, Edit, Delete — and Publish on models whose records are drafts until published. The media library and History are on the list too. Adding, editing or deleting includes viewing, so View ticks itself; a column’s heading ticks the whole column.

Give the role when you invite someone, or change someone’s role on the list above. A role belongs to its project — the same name can mean different things in two projects — and doesn’t show on the organization’s Roles. Change it and everyone who has it changes with it. A role someone still has can’t be deleted: give them another one first.

Open the link in the email — signed in to the invited account, Join is all it takes. Or find it in the app: Invitations for you on Projects lists every invitation sent to your email, with who sent it, your role and your projects — Join or Decline. If you already have an account, the invitation also arrives as a notification. It opens the invitation’s own page — who invited you, to which project or organization, your role and what it allows — with Accept invitation and Decline. Whoever sent it hears if you decline. An invitation that was already answered, withdrawn or has expired says so on that page.

Invitations show in the app once your email is verified, so nobody can sign up with your address and see them. Press Send a code there and type the 6-digit code we email you. Joining from an emailed link, or resetting your password by email, verifies it too.

Make your own on Organization → Roles — a “Viewer” that only reads, an “Editor” that changes records and builds. A role is a name, a description and the standard permissions, records first:

Record permissions apply to every model alike, in the projects the member can open — to keep someone to some work, give them only the projects it’s in. Owner and Admin always have every permission; Member’s can be changed. A role can’t be deleted while members have it or a pending invitation uses it — move them to another role first.

Only the owner can delete a project that still has models and records in it, and hand the organization to someone else: Settings → Ownership, choose a member, confirm. They become the owner and you become an Admin.

• Leave is on your own row in Members. The owner can’t leave — hand ownership over first.
• Removing someone signs them out of the organization at once. What they added stays.
• Their account itself stays: they keep any other organizations they belong to.