Organisation

An organisation is a shared environment for a group of users, where all applications, consents, contacts and templates are held by the organisation and can be managed by all members of the organisation. This is an efficient way for colleagues to share key information and work collaboratively.

The Members page opens by default. If you are a member of an organisation, you can see the list of Members of the organisation and which members have the Administrator role. If you have the Administrator role, you can manage all organisation details and membership.

Tools and options

Edit organisation details (administrator)

Filter members lists

+ Invite people

Invite a person to the organisation (administrator)

+ Invite organisation

Invite an organisation to merge (administrator)

Members

View members of your organisation and see who is an administrator. If you have the administrator role, you can also remove or add the administrator role for members, deactivate membership and release users from the organisation.

Invited

If you are an administrator for your organisation, you can see invitations sent from your organisation and the status of those invitations. You can resend and delete pending invitations.

Deactivated

If you are an administrator of an organisation, you can manage membership of the organisation by deactivating and activating the user profile of a member.