What you can do here
| Control / Button | What it does |
|---|---|
| New Organisation (top right) | Opens a dialog to create a brand-new organisation. You become its owner. |
| Organisation card — your active org | Clicking it opens that organisation’s Departments list. |
| Organisation card — any other org | Opens a “Switch Organisation?” confirmation before moving you into that workspace. |
| Pencil (edit) icon on the active card | Opens the Edit Organisation dialog for the org you’re currently in. |
| Switch Organisation? → Confirm Switch | Moves you into the selected organisation; all views reload for the new workspace. |
| Switch Organisation? → Cancel | Closes the dialog. |
| External sharing toggle | Org-wide switch that allows or blocks sharing with people outside the organisation. Turning it off instantly revokes every outstanding external link. |
Creating an organisation
| Field / Button | What it does |
|---|---|
| Organisation name | The display name. Letters, numbers, spaces and hyphens only; at least 2 characters. |
| Create | Creates the organisation with an auto-generated URL slug. |
| Cancel | Discards and closes the dialog. |
Editing the active organisation
| Field / Button | What it does |
|---|---|
| Name | Rename the organisation. |
| Description | A short summary (optional). |
| Logo URL | A publicly accessible image link. |
| Save Changes | Applies the edits. |
| Cancel | Discards the edits. |
Joining other organisations (cross-org panel)
This panel appears only when you have pending invitations or there are organisations matching your email domain that you could join.| Control / Button | What it does |
|---|---|
| Accept | Joins the organisation and takes you in. |
| Reject | Declines the invitation. |
| Request to join | Sends a join request to that organisation’s admins. |
Approving and rejecting join requests
When someone asks to join your organisation, their request appears in the Members list, where admins act on it.Who can use it
- Anyone: View, switch, create, accept/reject invitations, request to join.
- Owner and Admins of the active organisation: Edit the active organisation and toggle external sharing.
- Owner and Admins: Approve or reject incoming join requests.