Organisation administration
Backstory guides: organisation administration.
- Invite someone to your organisation
- Manage members, roles and access
- Manage licences and account levels
- Configure your organisation profile and locations
- Configure security, data and AI settings
- Configure features, review standards and workflows
- Configure work planning, reporting and disclosure
- Create and maintain an organisation role
- Create and maintain an audience
- Diagnose a member's effective access
- Configure and test an approval workflow
- Configure organisation AI modes and analysis providers
- Set organisation disclosure ceilings and verify sharing
- Verify your organisation's domain
- Create your organisation
- Set up your organisation for the first time
- Review organisation join requests
- Offboard or reactivate an organisation member
- Purchase your organisation's first paid seats
- Change or cancel your subscription
- Manage invoices, payment methods and billing recovery
- Buy AI credits and understand your balance
- Configure automatic AI-credit purchases