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Manage your organization and team

Owners and Admins manage an organization in Organization Settings. There you can rename the organization, see who is a member, and invite teammates by email as a Viewer, Editor or Admin.

Before you start: you need the Owner or Admin role in the organization. Switching organizations works for every role.

  1. Click the organization button at the bottom of the sidebar.

  2. Choose Organization Settings. The menu shows it only to Owners and Admins.

The page has three tabs: General, Members and Billing.

Organization menu with Pellbrook Digital checked, Kestrel Outdoor, Organization Settings, Billing & credits, Profile, a Dark mode switch and Sign out, open above the sidebar button that shows Pellbrook Digital and its credit balance.
The organization menu switches organizations and opens organization settings, billing and your profile.
  1. In Organization Settings, open the General tab.

  2. Edit Organization Name.

  3. Click Save Changes.

Testmode shows “Organization updated”.

Open the Members tab. Each member is listed with their display name, email and a role badge: OWNER, ADMIN, EDITOR or VIEWER. Your own row is marked “(you)”. Owners are listed first and Viewers last.

The list doesn’t update live. Reload the page to see someone who just joined.

  1. On the Members tab, click Invite Member.

  2. Enter the teammate’s Email address, for example lena.brandt@example.com.

  3. Choose a Role: Viewer, Editor or Admin. The default is Viewer.

  4. Click Send Invitation.

Testmode shows “Invitation sent” and lists the invitation under Pending Invitations. “Invitation sent” means the email is queued for delivery. The badge on the invitation shows whether it went out.

If you close the dialog without sending, Testmode clears the address and resets the role to Viewer.

Invite Member dialog with an email address entered and the Role list open showing Viewer, Editor and Admin with what each can do.
Invite a teammate by email as a Viewer, Editor or Admin.

These rules apply to every invitation:

  • No Owner invitations. An invitation can make someone a Viewer, Editor or Admin, never an Owner.
  • Not above your own role. You can’t invite someone to a higher role than yours.
  • 7 days. An invitation is valid for 7 days after it is sent.
  • One invitation per address. Inviting an address that already has a pending invitation replaces it, and the old link stops working.
  • Sending limits. Testmode limits how many invitations each person and each organization can send in a given period, and resends count too. Over the limit, you see “Too many invitations sent recently. Try again later.”

Not sure which role to choose? See Roles and permissions.

If the invitation can’t be sent, Testmode says why:

Message What to do
“Please enter a valid email address” Check the address for typos.
“This user is already a member of the organization” or “This user has already accepted an invitation” Nothing to do. The person is already on the Members tab.
“Too many invitations sent recently. Try again later.” Wait before you send more invitations or resends.
“Could not send the invitation right now. Try again later.” A temporary problem. Try again in a moment.

Each row under Pending Invitations shows the email address, when the invitation expires, its role and, while it is relevant, a delivery badge:

Badge Meaning
“Sending…” The email is queued or being sent.
“Email failed” Delivery failed. Hover over the badge to see the error.
No badge The email was sent.

Badges don’t update live. Reload the page to see the latest delivery state.

  • Resend invitation (the refresh icon) sends a new link with a new 7-day expiry. The old link stops working. Testmode shows “Invitation resent”.
  • Cancel invitation (the X icon) removes the invitation right away, without asking you to confirm. Its link stops working. Testmode shows “Invitation canceled”.

A resend removes the old invitation first, then sends the new one. If sending fails, for example because of the sending limit, Testmode shows “Failed to resend invitation” with the reason, and the old invitation is already gone. Reload the page, then use Invite Member again once you can send.

If you belong to more than one organization, click the organization button at the bottom of the sidebar. Under Organization, choose the one you want. A check mark shows the current organization.

Testmode remembers your choice in this browser. If you switch while on Organization Settings, Testmode opens Overview. If you switch while viewing a single run, test plan or exploration, it takes you back to the matching list.

Change a member’s role, remove a member or delete the organization

Section titled “Change a member’s role, remove a member or delete the organization”