My organisation
If you administer your organisation, My organisation is where you manage the team's access to the Explorer — who is on the team, who else can administer, and how the team's saved work stays owned when someone moves on. Only administrators see it; members never do. Reach it from your account menu.
What it is
A table of the people in your organisation, with a header showing how many of your seats are in use. Each person is shown by their email — the Explorer identifies members by email, not by name. For each member you can change their role, turn their access on or off, hand over any portfolios they own, and remove them.
Member seats
Your subscription sets how many member seats you have; the header shows how many are used, for example 3 of 10 seats. Only active members count, so deactivating someone frees their seat for a new joiner. When every seat is in use, Add member is disabled — deactivate a member to free one, or contact us to add more.
Add a member
Add one person at a time by their work email. They join as a member and can sign in; you can make them an administrator afterwards. There is no bulk add here.
Roles
A person is either a member or an administrator. Members use the Explorer — searches, portfolios, prospecting, their own saved work. Administrators do all that and manage the team: add and remove people, change roles, and hand over portfolios. Promote any member to administrator, and have as many administrators as you like.
Deactivate or remove
Deactivating a member blocks them from signing in but keeps their account, and frees their seat — useful the moment someone leaves, before you have finished tidying up. Removing takes them off the organisation entirely. Removal is a two-step confirm, and you cannot remove your own account.
The last administrator
Your organisation always keeps at least one administrator. When only one is left, their role, access, and remove controls lock — so the team is never left without anyone able to manage it. To unlock them, make another member an administrator first.
Handing over portfolios
When you remove someone who owns portfolios, you are asked who should take each one on, chosen from the team's current members. If the person taking over is not on the team yet, add them first. Any portfolio you leave unassigned falls to you, the administrator, so a portfolio is never left without an owner. (Stepping back to member does not hand portfolios over — you keep your work; this applies only when someone is removed from the team.)
Step back
To stop being an administrator and carry on as an ordinary member, use Step back on your own row. If another administrator is already in place, you step back straight away. If you are the only administrator, make a colleague one first. On confirming, My organisation closes and you return to your dashboard as a member.
Team usage
The Team usage tab shows how active each member has been: one presence strip per person over recent weeks, with the number of active days. It records only that a member was active on a day, never what they did, and the team is listed in joining order — never ranked. It is there to help you see your seats are being used, not to compare people.