Manage your organisation

Organisation admins manage people, teams and settings under Organisation.

The page has tabs: People, Teams, Usage, Activity log and Settings. Usage is described under For team leads.

Inviting people

1. Open People and choose Invite people.
2. Choose Paste emails or Upload a CSV.
3. Pick the role and team everyone gets. For a CSV, these apply to rows that leave them empty.
4. Check the list, then send the invites. Nothing goes out until you do.

When you paste, separate addresses with commas, semicolons or new lines. A CSV needs an email column. Add role and team columns if you like. Put the column names in the first row, and save from Excel as CSV UTF-8.

Every row is checked first, and rows that need a look are left out and listed. Everyone you invite joins a team, so create a team first.

Each person gets an email with a link to set up their account. Until they do, they show as Invited. Use Resend invite if needed.

Roles

• Member practises calls and follows journeys.
• Team lead also coaches the teams they lead, and builds journeys and AI customers.
• Organisation admin also invites and removes people and manages teams and settings.

Choose Change role and teams on a person. The new menus appear at their next sign-in. Making someone an organisation admin gives them your rights, so you confirm it first.

Teams

A team groups the people a team lead coaches. People can be in more than one team.

1. Open Teams and choose New team.
2. Name it and pick a team lead. Only people with the team lead role are listed.

Archive hides a team from pickers, invites, dashboards and the leaderboard. Its people keep their accounts, calls and scores. Restore it from Archived at any time.

Deactivate or remove

• Deactivate stops a person signing in. Their calls, scores, journey progress and exam results stay, and Reactivate brings everything back as it was.
• Remove permanently deletes the account with its calls, scores, transcripts and exam results. This can’t be undone, so you type the name to confirm.

Either one ends the person’s access to your other Future Ready products too.

Activity log

Activity log shows who changed what: people, teams, journeys, exercises, AI customers, share links and settings. Filter by category and date range. You can export the events as a CSV file. Practice calls aren’t logged here.

Settings

• Default language is for new people, and for AI feedback when someone hasn’t picked a language. Anyone can change their own.
• Team leaderboards switches the weekly ranking on or off for everyone in your organisation. When it is off, XP, streaks and weekly goals still count.
• Rename changes the organisation name. It shows across AI Coaching and on share links.