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Organization members and roles

Inviting new members to your organization account gives them the ability to participate in teams. Org accounts provide a way to centralized billing across all users in your company.

Organization vs team members

Before we jump into the process, let's clarify a few concepts:

Adding new organization members



Adding org account members
  1. Click on the User Dropdown and select Account and Billing.
  2. Click on Account Members in the sidebar.
  3. Type in the email address of the new account member.
  4. Optionally select an Account Role.
  5. Click Send Invitation.
  6. The invitee will receive an email with a link to join the organization account. Upon joining, they will have access to all the features of your Team Plan.

Organization roles

Here are the differences in capabilties between org account owners, members and managers:

  Member Manager Owner
Access all Team Plan features check check check
Change plan check check
Switch payment methods check check
Add/remove seats check check
View receipts check check
Transfer account ownership check
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