Setting Up Your Organization

Setting Up Your Organization

After your first sign-in you will either join an existing organization or create a new one. If you are creating a new organization, follow these steps to get everything configured.

Organization Settings

Navigate to Settings in the sidebar. Here you can:

• Organization name -- Set or update the name displayed across the dashboard.
• Logo -- Upload a company logo that appears in the sidebar and emails.
• Default department -- Choose a default department that is pre-selected when adding new tools.

Changes are saved automatically when you click Save.

Inviting Team Members

1. Go to the Team page from the sidebar.
2. Click Invite Member.
3. Enter the person's email address and select a role (Admin or Member).
4. Click Send Invite.

The invitee receives an email with a link to join your organization. Once they sign in, they appear on the Team page with their assigned role.

Bulk invites: You can enter multiple email addresses separated by commas to send several invitations at once.

Understanding Roles

ToolTrack AI has three roles, each with different permissions:

• Owner -- Full control over the organization. Can manage billing, delete the org, and perform every action available to Admins. Each organization has exactly one Owner.
• Admin -- Can add, edit, and remove tools from the catalog. Can approve or reject access requests. Can invite and manage team members. Cannot manage billing or delete the organization.
• Member -- Can browse the tool catalog and request access to tools. Cannot add or edit tools or manage team settings.

Changing a Member's Role

1. On the Team page, find the member you want to update.
2. Click the role dropdown next to their name.
3. Select the new role and confirm.

Only Owners and Admins can change roles. The Owner role can only be transferred by the current Owner.

Next Steps

Once your organization is set up and your team is invited, head over to the Tools page to start adding your first tool.