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Advisers and several organisations

Bring an adviser or coach into your organisation, or work across several organisations from one login.

Inviting an adviser

Advisers, coaches and non-executives join like anyone else, at no extra cost. On the free plan they count towards your three people. Click your profile in the top right, then Users and roles, and invite them as a Viewer to follow along or a Contributor to help with the work. They see your organisation and nothing else.

Working across organisations

One login can belong to several organisations, each with its own role, team, billing and data. Click the organisation name in the top bar to switch, or choose New organisation to set up another one. Each new organisation starts on its own free plan. People in one organisation never see your other organisations or their members.

Leaving an organisation

When an engagement ends, an Architect can remove you in Users and roles. Your other organisations aren’t affected.


Related: Your team and My work · Settings, billing and your data

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