Organizations

The Organizations section in Settings is where you create and manage your organizations — the shared workspaces your team collaborates in. For the full guide to working in an organization, see the Organization documentation.

What You Can Do Here

Join and Create

• Create an organization with a name and optional description
• Accept invitations addressed to you (listed under My invitations)
• See your pending join requests and suggested organizations

Manage Members

Select one of your organizations to manage it (admin or owner required for most actions):

• Invite members by email with a role of Member or Admin — no existing account required
• Review and revoke pending invitations
• Change member roles or remove members
• Members list shows each person's profile, and Slack/Teams shortcuts when those integrations are connected

Organization Configuration (Admins)

• Domain settings — let colleagues with a matching email domain find and request to join your organization
• Join requests — approve or decline requests to join
• Vendor link — connect the organization to its vendor record for award-history intelligence
• Bidder-request email template — customize the email used when requesting to be added to a bidder list, with placeholders such as reference number and closing date
• Default dashboard — publish your current dashboard layout as the default for the organization
• Organization security, SSO, and audit log — additional admin-only panels

Ownership Actions

• Transfer ownership to another member (owners only)
• Leave an organization you are a member of
• Delete an organization (owners only) — you must type the organization's name to confirm

Related Pages

• Organization overview — roles, membership, and collaboration in depth
• Members and Roles