Organization & Team Management Guide

Overview

The Organization & Team Management feature allows you to create a digital representation of your organization's structure for better collaboration.

Key Features

• Departments: Create departments reflecting your organizational structure
• Teams: Form cross-departmental teams for specific projects or grant applications
• Role-Based Access: Assign different permission levels to control access
• Member Directory: Maintain a searchable directory of all organization members

Setting Up Your Organization

1. Navigate to the Organization page
2. Complete the organization profile with name, mission, and contact information
3. Add departments that reflect your structure
4. Create teams for specific projects or focus areas

User Roles & Permissions

• Admin: Full control over all organization settings
• Manager: Can manage teams and departments, but cannot change organization-wide settings
• Member: Standard access to features
• Viewer: Read-only access to content

Best Practices

• Limit the number of Admins to maintain security
• Create departments that mirror your actual organizational structure
• Use teams for time-limited projects
• Regularly review user permissions