An organization lets a team work together: everyone sees the team's tasks and results, and everyone spends from one shared balance that the owners manage.
Register your organization
- Open your name in the header and choose Create an organization.
- Enter the organization's name. Website and phone are optional and only shown to your own team.
- Choose Register organization. You are its first owner.
Your own balance stays yours. It is not moved into the organization and is not used while you are a member. The organization starts with its own balance of $0.00.
Invite colleagues
- Open Team members from the account menu.
- Under Invite a colleague, enter their email address and choose Create invitation. Tick Email the invitation to them to have it sent for you.
- Otherwise, copy the invitation link and send it yourself by email or chat. It is shown only once.
The link works once, only after your colleague signs in with the address you invited, and expires after 14 days. If your organization has a company email domain set, colleagues must use an address at that domain.
An organization can have up to 25 people, counting open invitations. Revoke an unused invitation to free its place.
Join with an invitation
Open the link you received, sign in or register with the invited email address, and accept. An account can belong to one organization at a time.
Roles
| Role | Can |
|---|---|
| Owner | Invite and remove people, make someone else an owner, edit the organization's details, add funds, manage the saved card and set spending limits. |
| Member | Create tasks and research lookups paid from the shared balance, and see the team's tasks and results. |
Anyone can choose Leave on Team members. The only owner must make someone else an owner first.