Organisation

Org Roles, Permissions & Seat Limits

Owner, manager, member, and view-only — what each can do, plus how to invite, revoke, and transfer ownership.

Every org has at least one owner. Add managers and members from Org → Members.

Role matrix

  • Owner — billing, delete org, transfer ownership, all manager rights
  • Manager — invite/revoke members, approve requests, edit catalogue, sign contracts
  • Member — submit requests, view licences, claim seats, submit close-outs
  • View-only — read access to assigned licences only (e.g. for an accountant)

Invite flow

Invitations are emailed with a tokenised link valid for 14 days. Recipients sign up or log in, then are auto-added to the org with the chosen role.

Transferring ownership

Owner → Members → Transfer ownership. New owner must already be a manager. Old owner is demoted to manager unless removed.

[Screenshot placeholder: Org members table]