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Organization management
With Retable's organization features, you can collaborate with your teammates, and manage organization members.
You can create multiple teams, authorize your colleagues for relevant teams, and provide fast and easy organization management. Instead of dealing with separate authorizations for each workspace or project, you can create special collaborative workspaces for your teams. Rather than typing in each team member's name, you can type your team's name.
Follow the steps below to create organization.
1. Click on the 3 dots and select "Account Details" from the opened field.
2. Click on “Organization” tab.
3. Click on “Add organization” button.
4. Fill the “Organization Name” and click on “Save” button.
Follow the steps below to add member;
1. Click on the "Members" tab.
2. Enter the e-mail addresses in the "E-mail address" field, select one of the Lead/Member options
3. Click on the "Invite" button.
PS: If the invited member is in another organization, a warning message is given.
Follow the steps below to make a change of authority.
1. Click on the "Members" tab.
2. Select either Lead or Member for the corresponding person.
Follow the steps below to delete a member.
1. Tap on the "Members" tab.
2. The member is deleted from the organization by clicking the trash can next to the authority of the member you want to delete.
If you’re a organization admin, you can change organization or team members’ roles, promoting someone to an owner or demoting an owner to a regular member.
If you're a lead, you can add and remove team members, as well as manage team members' roles. You can remove team members by clicking the 'X' to the right of their contact information.
If you are a member, you can only view the Details screen.
Follow the steps below to edit organization settings.
1. Click on the "Settings" tab.
2. Edit the Organization name field and click the Save button.
3. Delete the organization with the Delete button.
Follow the steps below to add a team.
1. Click on the "Teams" tab in the menu and click "Add team".
2. "Add Team" popup window will ask you to add your “Team Name”.
3. Click "Add" and created a team.
Follow the steps below to add a member.
1. Click the "Teams" tab in the menu and click on the team you want to add people to.
2. People in your organization are listed in the "Select organization members" field. To select a member, click this field and select a member.
3. Click the "Add Member" button.
Follow the steps below to delete a member.
1. Click on the “Teams” tab.
2. Click on the 3 dots and select Detail.
3. The member is deleted from the team by clicking the trash can next to the authority of the mermber you want to delete.
Follow the steps below to team's settings.
1. Click on the "Teams" tab in the menu and click on the 3 dot of the team you want to edit
2. Detail, Rename team and Delete options appear according to your authority.
3. Members can be added or removed from the Detail. The list of team members is displayed in the Detail.
4. The team name can be changed with the "Rename Team".
5. Team can deleted using "Delete team" button.
Last modified 23d ago