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Organizations and teams

Your org, its members and roles, and how reps join.

6 steps about 1 min captured 2026-10-17 Artra
1

Settings → "Organization" shows the org name, domain and member count.

Step 1: Settings → "Organization" shows the org name, domain and member count.
2

People who sign up with an email on your domain can request to join.

Step 2: People who sign up with an email on your domain can request to join.
3

"Members" under Admin lists everyone with role and activity.

Step 3: "Members" under Admin lists everyone with role and activity.
4

"Invite Teammate" creates a link; "Join Requests" approves people who asked.

Step 4: "Invite Teammate" creates a link; "Join Requests" approves people who asked.
5

The row menu changes a role: member, manager, admin, owner.

Step 5: The row menu changes a role: member, manager, admin, owner.
6

Managers see their reps under Insights → Team.

Step 6: Managers see their reps under Insights → Team.
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