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An organization is the workspace that owns all your data. This page covers who can do what inside one, how to invite people, how teams work and how an instance decides who may sign up.

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Roles

Every member has one of three roles. Roles control what a person can change; they never change what data a person can see, because everyone in an organization sees the same leads, campaigns and conversations. The last organization owner cannot be demoted or removed, and you cannot change your own role or remove yourself from the Members list. A member who is not an owner can leave an organization from Settings, General. Owners cannot leave.

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Edit your organization

Open Settings, then General under Organization. The Organization panel shows your role and has three fields:
  • Name
  • URL name — lowercase letters, numbers and dashes. It must be unique on the instance.
  • Logo URL — optional.
Choose Save changes. Members see the fields but cannot edit them.

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Invite people

1

Open Members

Go to Settings, then Members.
2

Send the invitation

Under Invite someone, enter the person’s Email, pick a Role and choose Send invite. Admins can invite members and admins; only owners can invite another owner.
3

Share the link if needed

The invitation is emailed and expires after 7 days. It also appears under Pending invitations. If your instance has no email service, choose Copy invite link and send the link yourself. Choose Cancel to withdraw an invitation.
Inviting the same address again replaces the earlier pending invitation.

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Accepting an invitation

The link opens a page titled You’re invited. If the person has no account yet, they sign in or create one first, then choose Accept or Decline. The invitation works only for the email address it was sent to; a different account sees Wrong account. An old link shows Invitation expired, and an unknown or used link shows Invitation not found.

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Teams

Teams group people inside an organization, for example “Outbound” or “Account executives”. They do not limit what anyone can see: everyone in the organization sees the same data. Open Settings, then Teams. Enter a Team name and choose Create team. On each team you can rename it, delete it, add members from the organization with Add a member…, and remove them. Only owners and admins can change teams.

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Switch or create organizations

You can belong to more than one organization. Open the account menu at the bottom of the sidebar, under Organizations, and pick one. The page reloads so nothing from the previous organization stays on screen. Create organization in the same menu opens the organization screen, where you enter an Organization name and URL name. Whether you can create an additional organization depends on AUTH_SIGNUP, below.

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Who can sign up

The AUTH_SIGNUP setting, set by whoever runs the instance, decides who may create an account. It is not a setting in the app. Invitations work in both modes. See Configuration for the variable and Self-hosting for the first-run flow.

Concepts

How organizations fit into the rest of AgentSDR.

AI provider

The OpenRouter connection each organization sets up.

Configuration

Environment variables, including AUTH_SIGNUP.