Setting up an organisation

Organisation setup follows a recommended sequence. The sequence affects cost, not only scheduling.

All of the steps below are performed on a single screen, which has four tabs: Profile, Verification, Storage and Settings.

The organisation settings screen, as it opensOpen /a/settings/organization in the app

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1. Create the organisation and set its country. The country determines which non-profit pricing band the organisation is eligible for.

2. Complete the profile. Logo, description and organisation type. Verification remains locked until the required fields are complete. → Your organisation

3. Request verification. A reviewer assesses the request. On approval, the pricing band is assigned automatically from the country set in step one.

4. Subscribe. Checkout applies the band automatically if it is already assigned. → What your plan includes

5. Invite members. Members, invitations and join requests are managed on the Members screen. Add a second administrator at this point: if a sole administrator deletes their account and there is no one to promote, the organisation is deleted with them.

6. Begin the work. A project for a programme, a workspace for work produced with other organisations, or a space for material that needs to be written down.

Order of operations

Steps three and four are the only sequence on the platform with a cost attached. Every other step can be reordered or repeated.

Subscribing before verification is approved is not, however, irreversible. Checkout has no band to apply at that point, but when approval is granted the reduced rate is applied to the existing subscription. Only invoices raised before approval remain at the standard rate; they are not refunded or back-dated. If approval is granted during the trial period, no charge has been raised and the subscription converts at the reduced rate.

The remaining order follows from the dependencies: the profile is required for verification, verification determines pricing, members require an organisation to join, and work requires members.

OrganizationSettings → Organization