Managing Organisations

This page covers the practical side of working with organisations — creating a new organisation, editing its details, managing members and roles, and keeping your company profile up to date.

Creating an Organisation

To create a new organisation, navigate to Organisations in the sidebar and click Create Organisation. You will need to provide:

Name (required) — your company or business name
Description — a brief summary of what your organisation does
Industry / Organisation type — freeform text describing your industry (e.g., "Residential Construction", "Electrical Contractor", "Engineering Consultant")
Identifier — your business registration number:
- ABN (Australian Business Number) for Australian companies
- NZBN (New Zealand Business Number) for New Zealand companies
- Other for entities with different identifier types
Phone and email — main contact details for the organisation
Website — your company website URL
Address — the registered/legal address for the entity (street, city, state, postcode, country)

[Screenshot: Create Organisation modal showing fields for name, description, industry, ABN/NZBN, phone, email, website, and address] — The Create Organisation form.

💡 Tip

Add your ABN or NZBN early — it is used during the verification process and helps other users on the platform confirm they are connecting with the right company.

After creating your organisation, you will be taken to its detail page where you can continue setting it up — uploading a logo, adding office locations, and inviting team members.

The Organisation Detail Page

The organisation detail page is organised into tabs:

Overview Tab

The Overview tab shows your company profile at a glance:

Company logo — click to upload or change
Verification status — badge showing unverified, pending, verified, or revoked
Company details — name, description, industry, identifier, phone, email, website
Registered address — the legal/postal address for the entity
Quick stats — member count, office locations count, linked projects count

The Overview tab gives you a summary of your organisation's profile.

Members Tab

The Members tab shows everyone who belongs to the organisation, along with their role. From here you can:

View the full member list with names, email addresses, and roles
Add new members (admin only)
Change member roles (admin only)
Remove members (admin only)

Locations Tab

The Locations tab manages your office locations and contacts — head offices, branches, depots, and the people at each location.

ℹ️ Did you know?

The registered address on the Overview tab is your legal/postal address — it might be your accountant's office or a PO box. Office locations on the Locations tab are where your team actually works. These are separate concepts, and most organisations will have both.

Editing Organisation Details

Organisation admins can edit any field on the organisation profile. Click the Edit button on the Overview tab to open the edit form. All fields except the company name can be changed at any time.

Uploading a Logo

Click on the logo area (or the placeholder if no logo has been uploaded) to upload your company logo. The image editor lets you crop and adjust the image before saving. Logos appear throughout the platform — in organisation lists, project cards, and member profiles.

Member Management

Members are the people who belong to your organisation. Each member has one of two roles:

Roles

Role	What They Can Do
Admin	Full access — edit organisation details, manage members, manage locations and contacts, request verification, link to projects as document admin
Member	View access — see organisation details, member list, and office locations. Cannot edit the organisation or manage members

Adding Members

To add a member, go to the Members tab and click Add Member. Search for the user by name or email, select them, and choose whether to make them an admin or a regular member.

⚠️ Watch out!

Your organisation must be verified before you can add members. If your organisation is unverified, the Add Member button will be disabled with an explanation.

Changing Roles

Admins can promote a member to admin or demote an admin to member by clicking the role option next to their name in the Members tab.

Removing Members

Click the remove button next to a member's name to remove them from the organisation. They will lose access to organisation-specific data and their membership in linked groups.

⚠️ Watch out!

You cannot remove the last admin from an organisation. If you need to transfer admin rights, promote another member to admin first, then you can step down or be removed.

Setting Your Primary Organisation

If you belong to multiple organisations, you can set one as your primary organisation in your profile settings (Settings → Profile). Your primary organisation:

Appears next to your name in team lists across the platform
Provides default context when creating new items

To change your primary organisation, go to Settings from the user menu and look for the Primary Organisation option.

Organisation Visibility

Organisations can be either public or private:

Public organisations are discoverable by all users on the platform. Anyone can view the company profile, but only members can see full details and participate in org activities.
Private organisations are only visible to their members and platform administrators.

By default, new organisations are private. Admins can change this in the organisation settings.

What's Next?

Request verification to unlock member management and document admin capabilities
Add office locations with addresses, map pins, and contact details
Invite your team to start collaborating
Link your organisation to a project to begin managing construction work together