Creating an organization
1
Open Settings
In the iBlueprint dashboard, click your avatar in the top-right corner and select Settings.
2
Navigate to Organizations
In the left sidebar, select Organizations, then click Create organization.
3
Enter a name
Give your organization a name and click Create. You are automatically assigned the
owner role.The number of organizations you can create depends on your plan. Free accounts are limited to one organization. See Plans for details.
Inviting members
Owners and admins can invite people to an organization by email. Invited users receive an email with a link to accept the invitation.1
Open your organization settings
From Settings → Organizations, select the organization you want to manage.
2
Go to Members
Click the Members tab, then select Invite member.
3
Enter email and role
Enter the invitee’s email address and choose a role from the dropdown, then click Send invite.
Roles and permissions
Every organization member is assigned one of four roles. Owners and admins can perform administrative actions; editors and members have read-focused access.The
owner and admin roles share most administrative capabilities. The owner role is unique in that only one member holds it per organization, and certain irreversible actions — like deleting the organization — are restricted to the owner.Teams
Teams let you group members within an organization for easier access management. You might create a team per product area, department, or project phase. To create a team:- Open your organization’s settings and select the Teams tab.
- Click Create team, enter a name, and confirm.
- Use Add member to add organization members to the team.
The maximum number of members you can add to a team is governed by your plan’s
max_org_members limit. See Plans for details.Projects
Projects are sub-spaces within an organization for organizing blueprints and related resources around a specific initiative or product area. To create a project:- Open your organization and select the Projects tab.
- Click Create project and give it a name.
- Add organization members as project members and assign project-level roles.
Transferring blueprints between organizations
To move a blueprint from your personal account into an organization (or between organizations):- Open the blueprint in the iBlueprint editor.
- Click the … menu in the top-right and select Move to organization.
- Choose the destination organization from the list and confirm.
