Create Your Organisation

A few quick answers to common questions about organisations.

1. Q

   What is an organisation?

   An organisation account allows multiple users to collaborate under a shared profile. Organisations have centralised billing, shared card designs, and team management features.

2. Q

   Can you help me setup my organisation?

   Yes, absolutely! If you have any questions or need assistance setting up your organisation, please don't hesitate to contact our support team. We're here to help you get the most out of your organisation account.

3. Q

   How much does an organisation cost?

   Creating an organisation is free.

4. Q

   What happens to my personal account?

   When creating or joining an organisation, your personal account becomes part of the organisation. Your existing cards and invoices will become visible to the admins of the organisation.

5. Q

   What happens to my credits when I create or join?

   You have the option of moving your credits into the organisation and share them with the team. If the organisation is deleted, remaining credits return to the last admin.

6. Q

   Can I switch back to a personal account later?

   Yes, if you are the only admin of the organisation, you can delete the organisation to revert your account back to a personal profile. This will remove all members and custom designs associated with the organisation. Cards and invoices you personally created will remain in your personal account.

7. Q

   Why can't I use a Gmail or other public email providers?

   Organisation accounts require a custom email domain to ensure proper team management and security. Public email domains like Gmail, Yahoo, or Outlook do not provide the necessary controls for organisational use.

8. Q

   How do I invite members to my organisation?

   As an admin, you can invite members by navigating to the "Members" section of your organisation settings and clicking the "Invite Member" button. Enter their email address and select their role to send an invitation.

9. Q

   What happens if someone declines or ignores an invite?

   Admins can resend or cancel pending invites. Invites can be declined from the invite page, and admins can remove declined invites from the list.

10. Q

    Who can manage members, roles, and covers?

    Admins can invite members, change roles, and manage all organisation covers. Members can update their own name and manage their own custom covers.

11. Q

    What happens if I leave the organisation?

    Leaving removes your access to organisation members, settings, and covers. If you are the last admin, you will need to assign another admin or delete the organisation first.

12. Q

    What happens to my cards if I leave or I am removed?

    Your cards stay in your account, but the organisation link is removed so admins can no longer manage them once you are no longer a member.

13. Q

    How do I combine organisations?

    You will need to delete one organisation and re-invite its members to the other organisation. Please ensure that you have the necessary permissions and inform your team before proceeding.

14. Q

    Can I transfer credits to another account or organisation?

    Please contact support if you need to transfer credits between accounts or organisations.