Your organization and team

Your organization is the account everything else lives in. This page walks you from a fresh sign-up to a working team, and covers the Members screen where that team is managed afterwards.

What it is

The first time you sign in, the dashboard takes you through three steps: create your account, name your organization, and invite your teammates. You then land in your project, which is where every screen in the sidebar operates.

• Your account is an email address and a password.
• Your organization holds your team and your project. One organization per account.
• Your teammates all have the same capabilities. There are no roles to configure yet, so nobody is ever blocked waiting on permission changes.

Invites work by link. You enter a teammate’s email, the platform gives you a link, and you send it to them yourself over whatever channel you already share. The platform never emails your teammates. An invite is bound to the email you entered: only someone signing in with that address can accept it.

Settings › Members is the same team view after setup. It lists everyone with access, every invite still waiting to be accepted, and it is where you invite and remove people.

How to use it

To sign up and land in your project:

1. Create your account with an email address and a password.
2. Name your organization.
3. Invite your teammates, or skip this step. You can always invite people later from Settings › Members.

To invite a teammate, during setup or from Settings › Members:

1. Enter their email address and select Invite.
2. Copy the invite link and send it to them however you like.
3. Their invite shows as pending in the member list until they accept. You can copy the link again from there while it is valid.

Your teammate opens the link, creates an account with the invited email address, confirms that address from the message the sign-in service sends them, and lands in your organization. The confirmation step is what makes the invite yours to give: without it, anyone holding the link could claim the address and take the seat.

To remove a member, select Remove on their row. Their access ends immediately.

To revoke a pending invite, select Revoke on its row. The link stops working immediately.

Failure modes

• “This invite link has expired.” Invites work for 7 days. If the teammate still needs access, create a new invite from Settings › Members and send the fresh link.
• “This invite is no longer valid.” The link was revoked or already used by someone else. Create a new invite if the teammate still needs access. Re-opening a link you already used yourself is fine: it simply takes you back to your dashboard.
• “This invite was sent to a different email address.” The teammate signed in with an address other than the one on the invite. They should sign in with the invited address, or you can revoke the invite and create a new one for the address they actually use.
• “Verify your email first.” The teammate has not confirmed their address yet. The screen offers to send the message again, and joining works as soon as they follow the link in it.
• The Remove button is unavailable on your own row. Removing yourself is not offered, and an organization always keeps at least one member, so the last remaining person cannot be removed either. Another member can remove you.
• Forgot password. Use the password reset link on the sign-in screen. A reset email arrives from the sign-in service; this is the one email the platform’s identity provider sends on your behalf.