Team members and organisation roles
On a company account, the organisation owner and organisation admins manage who can sign in to the Issuer or Investor portal for that organisation.
Before you start
Team roles apply to company organisations. A personal investor account shows an account holder instead of a team you can invite.
You need Organization Owner or Organization Admin access to invite people, change roles or remove members. Only the owner can transfer ownership.
Open Organisation in the sidebar.
- Issuers: open the Members tab. The heading is Team members.
- Investors: the heading is Organization Members on the organisation profile.
Directors and shareholders complete their own checks from People under Organisation. That list is separate from team members.
Roles
Role badges use the spelling Organization. The sidebar uses Organisation.
- Organization Owner — owns the organisation. The owner’s card also shows Organization Admin. The owner can invite people, change roles, remove members (see limits below), edit organisation profile and banking, accept updated legal documents, and transfer ownership.
- Organization Admin — can invite people, change roles, remove members (see limits below), and edit organisation profile and banking. An admin cannot accept updated legal documents or transfer ownership.
- Organization Member — can sign in to the organisation. A member cannot invite others, change roles, remove people, edit organisation profile or banking, accept updated legal documents, or transfer ownership.
You cannot remove the owner. At least one organisation admin must remain.
Invite someone
- Open Organisation and go to the team list above.
- Select Invite member (Issuer) or Invite Member (Investor).
- In Invite Member, choose Organization Member or Organization Admin.
- Enter an email and select Send Invitation, or leave the email empty and select Copy Link.
An emailed invite goes to that address. A link invite can be shared with the person you want to join. Invitations expire after seven days.
Pending invitations
Owners and admins see Pending invitations (Issuer) or Pending Invitations (Investor) until the person accepts or the invite expires. From there you can copy the link, Resend or Revoke.
A link-only invite may appear as Link-based invitation instead of an email address.
Change a role, remove someone, or leave
On another person’s card, an owner or admin can promote or demote them, or Remove. In the Issuer portal the buttons are Make admin and Make member. Removing someone cannot be undone. They need a new invitation to return.
You cannot remove the organisation owner or the last organisation admin.
If you are not the owner, you can select Leave. You lose access and need a new invitation to return.
Transfer ownership
Only the current owner can transfer ownership, and only when at least one other member is already on the organisation. The new owner must already be a member. The button is Transfer ownership (Issuer) or Transfer Ownership (Investor).
After the transfer, the new owner can accept legal-document updates. The previous owner stays on the organisation. Change their role later if you want them to be a member only, or they can Leave.
Common questions
Who can invite people?
The Organization Owner or an Organization Admin. Members cannot invite.
How long does an invitation last?
Seven days from when it is created. After that, send a new invite or generate a new link.
Can I invite someone as owner?
No. You invite them as Organization Member or Organization Admin. Only a transfer of ownership changes who the owner is.
Can a member edit company or banking details?
No. Organisation profile and banking can be edited by the owner or an organisation admin. Members can view those screens.
What if I am not the owner and legal documents were updated?
You will see that the organisation owner must accept them. You cannot accept them on the owner’s behalf. See When legal documents are updated.