Manage Organizations¶
This guide covers common organization management tasks.
Invite a member¶
- Navigate to your organization settings.
- Click Invite Member.
- Enter the email address of the person you want to invite.
- Select a role: Member, Admin, or Owner.
- Click Send Invitation.
The invited person will receive an email with instructions to join your organization. If they don't have a Servala account yet, they'll need to create one first.
Change a member's role¶
- Navigate to your organization settings.
- Find the member in the members list.
- Select the new role from the dropdown.
- Confirm the change.
Note
You need the Admin or Owner role to manage members.
Remove a member¶
- Navigate to your organization settings.
- Find the member in the members list.
- Click Remove next to their name.
- Confirm the removal.
The removed member will immediately lose access to all services and instances in the organization.
Switch between organizations¶
If you're a member of multiple organizations, use the organization selector in the portal navigation to switch between them. Your current organization context determines which services and instances you see.