Organisation Guide

• Update organisation name.
• Set billing contact name and email.
• Keep organisation details current for invoicing and support workflows.

• Invite members with a 7-day invite code.
• Assign invite role as admin or member.
• Remove members when staffing changes occur.

Owner

• Full administrative control of the organisation.
• Can invite members as admin or member.
• Can remove members (except the current owner record).
• Can change member roles between admin and member.
• Can transfer ownership to another organisation member.

Admin

• Can manage organisation profile updates.
• Can invite and remove members (except owner-specific actions).
• Can view organisation audit log entries.
• Cannot transfer ownership or change member roles.

Member

• Can access organisation pages such as users, orders, and billing.
• Cannot perform admin-only actions (invites, removals, or role/ownership changes).

• View organisation-managed orders and deployment status.
• Search by tracking ID, email, or event label.
• Filter by event label and status.
• Sort by date, event label, or amount.
• Edit event labels for organization orders.

• Review billing-related information for organisation orders.
• Track paid orders and active subscriptions for your organisation.

• Tax exemption is enabled by Portal Admin verification, not during self-service checkout.
• Before purchase, contact [email protected] to request tax-exempt verification.
• After verification, qualifying organization checkouts are marked for Stripe tax-exempt processing automatically.

• Available to organisation owners and admins.
• Filter by action type and success/failed status.
• Review member and order-related activity in one feed.