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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

  1. Sign in, open the account menu (top right) and choose "Organization…".
  2. Under "New organization", type the "Organization name" and choose "Create".
  3. 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.
  4. The member list shows everyone; an admin can remove a member with "Remove".
  5. To set up a paid organisation plan from the start, use Set up your organisation.
RoleCan
viewerSee the organisation and its members
memberEverything a viewer can, and work in the organisation
adminInvite and remove members, manage billing and settings, read the audit log
ownerEverything, 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.