Creating an organisation and its members

An organisation is a client workspace. It holds the projects you deliver for that client and the people allowed near them.

1. Open Organisations and click Create Organization.
2. Give it a Name and a Description. The description is what everyone reads on the organisation card, so write the one sentence that identifies the client.
3. Optionally use Add Users to select people who should be members from the start.
4. Click Create.

The new card appears in the grid with its member and project counts. Open it and you get the overview: a rail showing Owner, Created, Projects and People, counters for issues, feature requests and change requests, and a People table.

To change who is in it:

• Click Add User in the header, or Add on the People card. Pick people one at a time from the Users list. Each one becomes a chip you can remove before saving. Click Add to confirm.
• To take someone out, use the actions menu on their row and choose Remove.
• Click Edit in the header to change the Name or Detail.

Organisation membership is the gate for being addable to that organisation’s projects. It is not itself permission to see any project, so expect to do both.

The Danger zone at the bottom holds Delete organization. It removes the organisation, its projects and all request history, and it cannot be undone.