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Manage Organizations

This guide covers common organization management tasks.

Invite a member

  1. Navigate to your organization settings.
  2. Click Invite Member.
  3. Enter the email address of the person you want to invite.
  4. Select a role: Member, Admin, or Owner.
  5. 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

  1. Navigate to your organization settings.
  2. Find the member in the members list.
  3. Select the new role from the dropdown.
  4. Confirm the change.

Note

You need the Admin or Owner role to manage members.

Remove a member

  1. Navigate to your organization settings.
  2. Find the member in the members list.
  3. Click Remove next to their name.
  4. 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.