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Organisations

docs/cloud/organizations.mdx

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Organisations are the top-level container in Vibe Kanban Cloud. They group your team members and projects together.

What is an Organisation?

An organisation represents your team, company, or group. It contains:

  • Projects - Your kanban boards for managing tasks
  • Members - People who can access the organisation
  • Settings - Configuration that applies to all projects

Organisation Structure

An organisation acts as a container that holds two main things:

Members are the people who belong to your organisation. Each member has a role:

  • Admins have full control - they can invite/remove members, change settings, and delete the organisation
  • Members can work on all projects but cannot manage organisation settings

Projects are your kanban boards. Each project contains tasks, statuses, and tags. All members of an organisation can see and work on all projects within it.

<Tip> Think of an organisation like a company: the company has employees (members) and departments or initiatives (projects). Everyone in the company can see what each department is working on. </Tip>

Personal Organisation

When you sign in for the first time, a personal organisation is automatically created for you, along with an Initial Project. This is your private workspace.

Personal organisations:

  • Are created automatically on first sign-in
  • Come with an "Initial Project" ready to use
  • Cannot have additional members invited
  • Cannot be deleted
  • Are only accessible by you
<Info> To collaborate with others, you need to create a new (non-personal) organisation. </Info>

Creating a Team Organisation

To collaborate with team members, create a new organisation:

<Steps> <Step title="Open the user menu"> Click your **profile icon** in the bottom of the left sidebar. </Step> <Step title="Click Create organization"> Select **+ Create organization** from the menu. </Step> <Step title="Enter details and create"> Fill in the organisation details: <Frame> </Frame>
  • Organization Name - Your team or company name (e.g., "Acme Corporation")
  • Slug - URL-friendly identifier, auto-generated from the name (lowercase, numbers, hyphens only)

Click Create Organization to finish. An Initial Project is automatically created in your new organisation. </Step> </Steps>

<Info> You can be a member of multiple organisations. Use the user menu to switch between them. </Info>

Organisation Settings

Access organisation settings by clicking the settings icon (<Icon icon="gear" />) next to your organisation name in the user menu.

<Frame> </Frame>

For detailed information about all organisation settings, see the Organisation Settings page.

From Organisation Settings you can:

  • Select organisation - Switch between organisations you belong to
  • Create organisation - Create a new organisation
  • Manage members - View, invite, and remove members (Admin only)
  • Manage invitations - View and revoke pending invitations (Admin only)
  • Delete organisation - Permanently delete the organisation (Admin only)

Switching Organisations

If you're a member of multiple organisations:

<Steps> <Step title="Open the user menu"> Click your **profile icon** in the bottom of the left sidebar. </Step> <Step title="Select the organisation"> Click on the organisation you want to switch to from the list. </Step> </Steps>

The page will refresh to show the selected organisation's projects and data.

Leaving an Organisation

If you want to leave an organisation you're a member of:

<Steps> <Step title="Go to Settings"> Open the organisation settings. </Step> <Step title="Find Leave Organisation"> Scroll down to the **Danger Zone** section. </Step> <Step title="Click Leave"> Click **Leave Organisation** and confirm. </Step> </Steps> <Warning> **You cannot leave if you're the only admin.** Transfer ownership to another member first, or delete the organisation. </Warning>

Deleting an Organisation

<Warning> **This action is permanent and cannot be undone.** All projects, tasks, and data will be deleted. </Warning>

Only organisation admins can delete an organisation. Personal organisations cannot be deleted.

<Frame> </Frame> <Steps> <Step title="Go to Settings"> Open the organisation settings. </Step> <Step title="Find Danger Zone"> Scroll down to the **Danger Zone** section. </Step> <Step title="Confirm deletion"> Click **Delete** and confirm when prompted. </Step> </Steps> <Info> Before deleting, consider: - Exporting any data you need - Removing all members (they'll lose access immediately upon deletion) - This cannot be recovered </Info>

Organisation Roles

Members can have one of two roles:

RoleCapabilities
AdminFull access - manage members, settings, and can delete the organisation
MemberCan view and work on projects, but cannot manage organisation settings or members

Role Permissions

ActionAdminMember
View projects
Create projects
Edit project settings
Create/edit tasks
Invite members
Remove members
Change member roles
Edit organisation settings
Delete organisation
<Info> The person who creates an organisation is automatically an Admin. There must always be at least one Admin. </Info>

Best Practices

<CardGroup cols={2}> <Card title="One org per team/company" icon="building"> Create one organisation for your team or company. Don't create separate orgs for each project. </Card> <Card title="Use descriptive names" icon="tag"> Choose organisation names that clearly identify the team. "Engineering" is better than "Org 1". </Card> <Card title="Have multiple admins" icon="users"> Ensure at least two people are admins in case one leaves or is unavailable. </Card> <Card title="Regular member audits" icon="clipboard-check"> Periodically review who has access and remove members who no longer need it. </Card> </CardGroup>

Troubleshooting

<AccordionGroup> <Accordion title="Can't create an organisation"> **Problem:** The create organisation button doesn't appear or doesn't work.

Possible causes:

  • You're already in the organisation creation flow
  • Network connectivity issues

Solution: Refresh the page and try again. If the issue persists, check your browser's console for errors. </Accordion>

<Accordion title="Can't see an organisation I should have access to"> **Problem:** An organisation you were invited to doesn't appear in your list.

Possible causes:

  • The invitation is still pending (check your email)
  • You signed in with a different account
  • You were removed from the organisation

Solution:

  1. Check your email for an invitation link
  2. Verify you're signed in with the correct account
  3. Ask an admin of the organisation to check your membership </Accordion>
<Accordion title="Can't leave the organisation"> **Problem:** The "Leave Organisation" button is disabled.

Cause: You're the only admin.

Solution:

  1. Promote another member to admin first
  2. Then you can leave
  3. Or delete the organisation if no one else needs it </Accordion>
</AccordionGroup>