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Collaboration

Organisations

Set up team workspaces, invite members, and manage supervision.

Creating an organisation

Go to Settings > Organisations and click Create Organisation. Provide a name, optional description, and your organisation’s timezone.

Inviting members

Click Invite and enter the new member’s email. You can pre-assign their role (Admin, Supervisor, or Supervisee) and optionally pre-link them to a supervisor.

Roles explained

  • Admin — full control: manage members, billing, programme templates, and organisation settings.
  • Supervisor — view linked supervisees’ entries and sign off shared logs.
  • Supervisee — standard member who logs hours and shares entries.

Supervision links

Within an organisation, admins can set up supervisor ↔ supervisee relationships. A supervisor can also be linked directly (outside any org) via Direct Supervision.

Seat limits

Organisation plans include a seat limit. Admins can see current usage under Settings > Organisation > Members. Deactivating a member frees up a seat.

Organisation defaults

Admins can set default reminder preferences, timezone, and whether share links require one-time code verification for all members.