Organisations

Organisations are groups of users that can own and manage projects together. They are useful for research teams, departments, or any group of people who need to collaborate on shared projects.

The organisations page

Viewing your organisations

The Organisations page shows all the organisations you belong to. Use the Search Organisations... bar to filter the list by name as you type. Pull down on the list to refresh it and load the latest data.

If you have not joined any organisations yet, the page shows an empty state with a Create new organisation button to get started.

Creating an organisation

To create a new organisation:

1. On the Organisations page, click the Create Organisation button (the plus icon in the top toolbar).

2. Enter an Organisation Name - between 3 and 64 characters.

3. Choose a Visibility setting (see below).

4. Optionally add a Description to explain the organisation's purpose (up to 2048 characters).

5. Click Create to finish, or Cancel to go back without saving.

Visibility options

Option	Who can see it
Private	Only members can see the organisation and its content. It will not appear in public search results.
Public	Anyone on the platform can find and view the organisation. Other users can request to join.
Protected	The organisation is visible in search results, but membership requires an invitation or approval.

Organisations cannot be deleted once created. Choose your organisation name and visibility carefully before clicking Create.

Browsing public organisations

To discover organisations you are not yet a member of:

1. On the Organisations page, click the Browse button (the compass icon).

2. Use the search bar to filter organisations by name.

3. Pull down to refresh the list at any time.

4. When you find an organisation you want to join, click Request to join on that row. Your request will be sent to the organisation's administrators for approval.

The Request to join button only appears on rows where you are not already a member.

Organisation settings

If you have the right permissions, you can open the organisation's settings page to update its profile and manage custom roles.

Updating the organisation profile

To change the logo:

• If no logo is set, click Upload to choose an image file.

• If a logo is already set, click Remove to clear it, or Upload to replace it.

To update the name, visibility, or description:

1. Edit the Organisation Name, Visibility, or Description fields as needed.

2. Click Save to apply your changes, or Cancel to revert to the previously saved values.

Custom roles

The Role Options card on the settings page lets you create and manage custom permission roles for your organisation. This card is only shown to users who have the relevant permissions.

Creating a new role:

1. Click Create New Role.

2. Enter a name for the role in the New Role Name field.

3. Click Create to save, or Cancel to dismiss.

Updating an existing role:

1. Click Update Role.

2. Select the role you want to edit from the dropdown list - its current permissions will load automatically.

3. Edit the Role Name if needed.

4. Toggle individual permissions on or off using the checkboxes.

5. Click Save to apply changes, or Cancel to dismiss.

Deleting a role:

1. Click Delete Role.

2. Select the role you want to remove from the dropdown list.

3. Click Delete to permanently remove it, or Cancel to go back.

Deleting a role is permanent. Make sure no members rely on that role before removing it.

Managing organisation members

Open the Members section of your organisation to see everyone who belongs to it.

• Use the Search Organisation Users... bar to filter members by name in real time.

• Pull down to refresh the list.

• Click on any member's name or avatar to navigate to their profile page.

Changing a member's role

1. Find the member in the list and click the ellipsis (...) icon on their row.

2. Select Edit Role from the menu.

3. In the modal that opens, select the new role from the Organisation Role dropdown.

4. Click Update to save, or Cancel to dismiss.

Removing a member

1. Find the member in the list and click the ellipsis (...) icon on their row.

2. Select Remove from the menu.

3. In the confirmation modal, click Remove to confirm, or Cancel to go back.

The ellipsis menu only appears if you have permission to manage members.

Inviting a user to your organisation

1. From the Members section, click the Add User button (the plus icon in the toolbar).

2. On the Add User page, start typing the person's name or email address in the User Info / email address field. A suggestion list appears as you type.

3. Click the correct person in the suggestion list to select them. The input field will be replaced by their details.

4. If you selected the wrong person, click Reset to clear the selection and start again.

5. Click Add User to send the invitation.

The Add User button is only visible to users with permission to add members to the organisation.

Organisation groups

Organisations can contain groups - sub-teams that help you control access to specific projects. To view the groups in an organisation, open the Groups section.

• Use the Search Organisation Groups... bar to filter by name.

• Pull down to refresh the list.

• Click on any group to open it.

Creating a group within an organisation

1. Click the Create Group button (the plus icon in the toolbar).

2. Enter a Group Name - between 3 and 64 characters.

3. Optionally add a Description.

4. Choose a Visibility - Private, Public, or Protected (same options as for organisations, described above).

5. Click Create to save, or Cancel to go back.

Requesting to join a group

If you are not already a member of a group listed in the organisation, a Request to join button will appear on that row. Click it to send a join request to the group's administrators.

Groups