Organisation: Users, Partners & Structure
Manage users, external partners, and your organisational structure.
Users Page
User List with Status Indicators
View all users in your organisation with:
| Field | Description |
|---|---|
| Name | User’s display name |
| Login email | |
| Role | Admin, Manager, Operator, or Viewer |
| Status | Active, Invited, or Disabled |
Invite User
Click Invite User to send an email invitation:
- Specify the user’s email
- Assign a role
- Send invitation
The invitation email contains a link to set up their account.
Edit User, Reset Password
- Edit a user’s role or profile details
- Admins can trigger a password reset email for any user
Pending Invitations Page
Invitation Status
View all pending invitations:
- Who was invited
- When
- Their assigned role
- Whether the invitation has been accepted, is pending, or has expired
Resend and Cancel
- Resend an expired or unacknowledged invitation
- Cancel to remove access
Partners Page
External Partners List and Detail
Manage external partners — vendors, subcontractors, or collaborators that participate in service delivery.
Each partner has:
- Name
- Description
- Contact information
Stakeholders Page
Stakeholder Contacts
Manage stakeholder contacts associated with your projects and engagements:
- Client contacts
- Sponsor names
- Technical leads
Organisational Structure
Units / Departments
Define your organisation’s internal structure:
- Business units
- Departments
- Teams
Used for delivery attribution and showback reporting.
Related Documentation
- System & Roles — Role definitions and permissions
- Concepts: Delivery Attribution — Using structure for cost allocation