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Available to: Organization Owners only (Setup → Team tab)

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4.1 Organization Name

Owners can edit the organization name from the Team settings tab.

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4.2 Adding Members

Click “Add Member” and provide:
  • Email address of the person to invite
  • Workflow Role — Auditor or Reviewer
An invitation is sent via email with a unique invite token. The invitation has an expiration date (7 days). When the invitee accepts, a membership record is created with the specified workflow role.

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4.3 Seat Limits

The number of members an organization can have is determined by the subscription plan. The total seat count is split between auditor slots and reviewer slots:
  • Auditor Slots = Total Seats − Reviewer Slots
If all seats are filled, no more members can be invited until the plan is upgraded or existing members are removed.

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4.4 Changing Member Roles

Owners can change a member’s workflow role (e.g., from Auditor to Reviewer) via the Team settings. Role changes take effect immediately.

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4.5 Removing Members

Owners can remove members from the organization. When a member is removed:
  • Their active organization switches back to their own personal organization
  • Their access level is recalculated automatically
  • If they were in Reviewer Mode but now have auditor access in their own org, the system resets them to Auditor Mode

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4.6 Transfer Ownership

Ownership of an organization can be transferred to another existing member.