Organization and members
Rename your organization, invite members, choose their roles, and manage your own account.
On this page
Your organization holds your webinars, personas, knowledge bases, leads and credits. Everyone you invite works in the same organization and sees all of its workspaces. Organization settings are under Settings in the sidebar, and your own account is under Account in the user menu.
Organization settings
Settings → Organization shows:
- Organization name: change it with Change organization name.
- Organization owner: the owner can hand the organization over with Transfer ownership. The new owner must already be a member, and the old owner becomes an admin.
- Leave organization: the owner must transfer ownership first.
- Delete organization: owner only. Permanently deletes the organization and removes all its members.
Everyone can see the settings pages. Only owners and admins get the buttons that change them.
Roles
| Role | What they can do |
|---|---|
| Owner | Everything an admin can, plus transferring ownership and deleting the organization. There is one owner. |
| Admin | Manages members, organization settings and billing. Also creates and manages webhooks and workspaces. |
| Member | Creates and edits webinars. |
| Member + Billing | Creates and edits webinars, buys credits and sets the monthly limit. |
See Credits and billing for what billing access covers.
Invite and manage members
On Settings → Members, click Invite member, enter an email address and pick a role. The invitee gets an email with a link to accept. The table lists members and pending invitations, with their Role and Status (Active, Locked or Invited with an expiry date).
The actions menu on each row offers:
- For members: Change role, Lock account or Unlock account, and Remove from organization. A locked member keeps their membership but can't open the organization until you unlock them.
- For invitations: Copy invite link, Resend invitation and Cancel invitation.
You can't change your own role or the owner's.
Your account
Open the user menu at the bottom of the sidebar and choose Account:
- Profile: change your name and email, or delete your account.
- Security: sign-in methods, such as linking your Google account, and the devices where you're signed in. Revoke any session you don't recognize.
- Connected agents: AI assistants such as Claude, ChatGPT or Cursor that you've connected over MCP. They act as you, and disconnecting ends their access. See AI agents (MCP).