RETABLE USER GUIDE
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Organization

Thanks to Retable's organization module you can collaborate with your teammates, and manage and authorize your organization and teams easily.
You can create multiple teams, authorize your colleagues for relevant teams, and provide fast and easy organization management. In this way, 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, just type your team's name.
Easily create separate teams for each department in your organization, add your colleagues to the relevant teams and manage their roles.

How to create organization

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.

How to add member to the organization

Follow the steps below to add member;
1. Tap 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 the "Invite" button.
PS: If the invited member is in another organization, a warning message is given.

How to make a change of authority in the organization

Follow the steps below to make a change of authority
1. Tap on the "Members" tab
2. Lead or Member selection is made for the person.

How to delete member from organization

Follow the steps below to delete 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.

How to manage your organization

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

How to access a organization's settings

Follow the steps below to organizaiton settings;
1. Tap on the "Settings" tab
2. Edit the Organization Name / Organization Description fields and click the Save button.
3. The organization is deleted with the Delete button.

How to add team

Follow the steps below to add team;
1. Tap 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.

How to add members to the team

Follow the steps below to add member;
1. Tap 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.

How to delete member to the team

Follow the steps below to delete member;
1. Click on “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.

How to access a team's settings

Follow the steps below to team's settings;
1. Tap 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. With "Delete team" the team is deleted.