Account

Manage organisation settings and team members

Invite colleagues, assign operational roles, manage permissions and configure organisation ownership in your team settings.

5 min read

What this is for

Organisation settings let you manage who has access to your workspace, what tasks they can perform, and how your team collaborates on public procurement responses and private contracts. From the Members page, team administrators can invite new colleagues, assign role permissions, remove members, or transfer ownership.

Team roles and permissions

Every member in your organisation holds a specific role that controls what they can view and change:

  • Owner: Full authority over the entire workspace, including subscriptions and billing, team management, deleting the organisation, and transferring ownership.
  • Admin: Operational authority plus team and billing administration. Admins can invite, change roles for, and remove members, as well as manage organisation details and plans. Admins cannot transfer ownership or delete the organisation.
  • Manager: The day to day operational seat. Managers can create and edit bids, draft answers, evaluate requirements, and export reports for public tenders and private work. They cannot change billing or team membership.
  • Viewer: Review access. Viewers can read bids, evaluations, reports and dashboards, leave comments on draft answers, and record sign off decisions such as approve, changes requested or reject. Viewers cannot create, edit, export, or delete records.
  • Billing Only: Finance access. Billing contacts can view invoices, update payment methods, and manage subscription plans without access to operational bids or tender packs.

Step by step: Inviting a member

  1. Open Settings, choose Organisation, then Members & access.
  2. Select Invite member to open the invitation panel.
  3. Enter the colleague's email address and choose their role from the list.
  4. Choose Send invite. The invitation is emailed to your colleague and appears in the table as pending until accepted.

Transferring ownership

Transferring ownership is in the Danger zone at the bottom of the Members page. Only the current Owner can transfer ownership. When you transfer ownership to another team member, that member becomes the Owner, and you become an Admin. You keep access to the workspace and lose the powers only an Owner has, which include transferring ownership and deleting the organisation. You cannot undo the transfer yourself, only the new owner can transfer ownership back. Both you and the new owner receive confirmation emails, and the transfer is recorded in the audit log.

If it goes wrong

If an invited colleague does not receive their email, check that the email address was spelled correctly. If they still do not get it, open the three dot menu on their pending row and choose Copy link to send it yourself. To start again, choose Revoke and invite them again. If you cannot invite more colleagues because your seat allowance is reached, visit the billing page to adjust your subscription. If you are the only owner and wish to leave the organisation, you must transfer ownership to a colleague before leaving.