Work with an organisation
Create an organisation, invite people with a role, and what is shared.
What you get: Colleagues in one organisation, each with a role, sharing the organisation's plan.
Before you start
- An account. Creating an organisation is free; an organisation plan (Cartevoir Business, Intellivoir Teams) adds seats — see Plans.
Steps
- Sign in, open the account menu (top right) and choose "Organization…".
- Under "New organization", type the "Organization name" and choose "Create".
- Under "Invite", type an email address, choose a "Role" and choose "Invite". The invitation is emailed; the same link is shown to copy in case the email does not arrive. It works once and expires in 7 days.
- The member list shows everyone; an admin can remove a member with "Remove".
- To set up a paid organisation plan from the start, use Set up your organisation.
| Role | Can |
|---|---|
| viewer | See the organisation and its members |
| member | Everything a viewer can, and work in the organisation |
| admin | Invite and remove members, manage billing and settings, read the audit log |
| owner | Everything, including deleting the organisation and making other owners |
Owners are made by an owner changing someone's role, never by invitation.
What success looks like
The person appears under "Members" after accepting the link.
Limits to know
- Your personal saved views and workspaces stay yours; they are not shared with the organisation.
- When you switch identity or organisation, the map shows that identity's own saved items and never the previous one's.
- Business includes 3 seats and Teams 5; further seats bill per seat and follow your member count.
Related
Last checked against the product on 23 September 2026. Live contents change; this describes how the product works.