> ## Documentation Index
> Fetch the complete documentation index at: https://docs.nexalytica.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Manage Your Organisations and Sharing in Nexalytica

> Learn how to create, switch, and edit organisations in Nexalytica, manage external sharing, and handle invitations and join requests.

The Organisation settings page is your central hub for every organisation you belong to. From here you can create new organisations, switch between them, update branding and details for the one you currently manage, control whether resources can be shared externally, and handle incoming membership requests and invitations — all in one place.

## Understanding the Organisation List

When you open **Settings → Organisation**, you see one card per organisation you belong to. The card for your currently active organisation is marked with an **Active** badge and a coloured border so it is easy to spot at a glance.

Each card displays:

| Field            | Description                                                      |
| ---------------- | ---------------------------------------------------------------- |
| Logo / Icon      | Your organisation's logo image, or a default icon if none is set |
| Name             | The display name of the organisation                             |
| Slug             | The URL-safe identifier auto-generated at creation               |
| Member count     | Total number of members currently in the organisation            |
| Department count | Total number of departments created within the organisation      |

***

## Switching Organisations

If you belong to more than one organisation, click any card that is **not** currently active to move into it.

<Steps>
  <Step title="Click the organisation card">
    Select the card for the organisation you want to switch to. A **Switch Organisation?** confirmation dialog appears.
  </Step>

  <Step title="Confirm or cancel">
    * Click **Confirm Switch** to move into the selected organisation. All views reload to reflect the new context.
    * Click **Cancel** to stay in your current organisation.
  </Step>
</Steps>

<Note>
  Switching organisations reloads all views. Any unsaved changes in the current organisation will be lost, so save your work before switching.
</Note>

***

## Creating a New Organisation

You can create as many organisations as you need. When you create one, you automatically become its owner.

<Steps>
  <Step title="Open the creation dialog">
    Click **New Organisation** in the top-right corner of the Organisation settings page.
  </Step>

  <Step title="Enter an organisation name">
    Type a name for your new organisation. Names must meet the following rules:

    | Rule               | Requirement                           |
    | ------------------ | ------------------------------------- |
    | Allowed characters | Letters, numbers, spaces, and hyphens |
    | Minimum length     | 2 characters                          |
  </Step>

  <Step title="Create the organisation">
    Click **Create**. Nexalytica generates a URL-safe slug automatically and immediately switches you into the new organisation.

    Click **Cancel** at any point to close the dialog without creating anything.
  </Step>
</Steps>

<Tip>
  You can rename your organisation and add a logo after creation using the Edit Organisation dialog — no need to get the name perfect right away.
</Tip>

***

## Editing the Active Organisation

Only the currently active organisation can be edited. Open the edit dialog by clicking the **pencil (edit) icon** on the active organisation card.

<Steps>
  <Step title="Open the Edit Organisation dialog">
    Click the pencil icon on the active organisation card. The dialog opens pre-filled with the current values.
  </Step>

  <Step title="Update the details">
    Adjust any of the following fields:

    | Field           | Notes                                                                                      |
    | --------------- | ------------------------------------------------------------------------------------------ |
    | **Name**        | Same character rules as creation — letters, numbers, spaces, hyphens; minimum 2 characters |
    | **Description** | An optional short summary of the organisation's purpose                                    |
    | **Logo URL**    | A publicly accessible URL pointing to an image file. Leave blank to use the default icon.  |
  </Step>

  <Step title="Save your changes">
    Click **Save Changes** to apply the updates, or **Cancel** to discard them.
  </Step>
</Steps>

<Info>
  The pencil icon only appears on the active organisation card. To edit a different organisation, switch into it first, then open the edit dialog.
</Info>

***

## Managing External Sharing

The **Sharing** section of the Organisation settings page contains an org-wide toggle that controls whether resources can be shared externally via signed links.

<CardGroup cols={2}>
  <Card title="Enabled" icon="link">
    Members can generate signed links to share resources with people outside the organisation.
  </Card>

  <Card title="Disabled" icon="link-slash">
    External sharing is blocked. All previously generated signed links are immediately and permanently revoked.
  </Card>
</CardGroup>

To change the setting, click the **External sharing** toggle. The label updates to **Enabled** or **Disabled** to reflect the current state.

<Warning>
  Turning external sharing **off** instantly revokes every outstanding signed link across the entire organisation. Recipients who previously had access via a link will lose it immediately. This action cannot be undone — affected links cannot be restored; new ones must be generated once sharing is re-enabled.
</Warning>

**Permissions:** Only organisation Owners and Admins can change the external sharing toggle.

***

## Accepting and Rejecting Invitations

If you have been invited to join an organisation, or if your email domain matches an existing organisation, a **cross-org panel** appears on your Organisation settings page.

<Tabs>
  <Tab title="Pending Invitations">
    When another organisation has sent you a direct invitation:

    * Click **Accept** on the invitation card to join the organisation immediately.
    * Click **Reject** on the invitation card to decline the invitation.
  </Tab>

  <Tab title="Domain-Matched Organisations">
    When your email domain matches an organisation that exists in Nexalytica but has not explicitly invited you:

    * Click **Request to join** on the organisation card to send a join request to that organisation's admins.
    * Your request appears in their Members list as a pending join request until they approve or reject it.
  </Tab>
</Tabs>

***

## Approving and Rejecting Join Requests

When someone requests to join your organisation, you can review and act on those requests from the **Members** list.

<Steps>
  <Step title="Go to the Members list">
    Navigate to **Settings → Members**. Pending join requests appear in the table with a **Pending request** status. Hover over the name icon to read any note the requester included.
  </Step>

  <Step title="Open the actions menu">
    Click the **three-dot menu (⋯)** on the pending request row.
  </Step>

  <Step title="Approve or reject the request">
    | Action              | What happens                                                                           |
    | ------------------- | -------------------------------------------------------------------------------------- |
    | **Approve request** | A confirmation prompt appears. Confirm to make the person a full member immediately.   |
    | **Reject request**  | A confirmation prompt appears. Confirm to decline the request; the person is notified. |
  </Step>
</Steps>

<Note>
  Approving and rejecting join requests requires Owner or Admin permissions in the active organisation.
</Note>

***

## Permissions Reference

| Action                               | Who can perform it                  |
| ------------------------------------ | ----------------------------------- |
| View organisation list               | Anyone                              |
| Switch organisations                 | Anyone                              |
| Create a new organisation            | Anyone                              |
| Accept or reject invitations         | Anyone (invitation recipient)       |
| Request to join a domain-matched org | Anyone                              |
| Edit name, description, or logo      | Owners and Admins of the active org |
| Toggle external sharing              | Owners and Admins of the active org |
| Approve or reject join requests      | Owners and Admins of the active org |