Roles and permissions
| Permission | Admin | Member | Guest |
|---|---|---|---|
| Billing settings | ✓ | — | — |
| Invite members | ✓ | — | — |
| Read/write access to organisation documents | ✓ | ✓ | — |
| Access to organisation notes | ✓ | ✓ | — |
| Create notes | ✓ | ✓ | ✓ |
| Access to team folders | On invitation | On invitation | On invitation |
Invite members
- Open the Members tab in your organisation settings.
- Click Invite.
- Enter or paste email addresses.
- Select a role: admin, member, or guest.
Automatic domain-based invitation
An admin can configure a domain name so that new sign-ups from that domain automatically join the organisation. Activation requires access to the domain’s DNS settings to verify ownership. Once verified, two modes are available:- Automatic: any user signing up with that domain joins the organisation directly.
- With approval: the admin must approve each new membership request.