Members and organizations
Invite people to your organization, choose their roles, and switch between organizations.
An organization is where your team works together. Everyone in it shares the same stores, products, workflows, templates, subscription, and credits.
Prerequisites
To invite people or change roles, you need the Owner or Admin role in the organization.
Invite a member
- Open Settings → Members.
- On the Members tab, select Invite.
- Enter one or more email addresses, choose a role, and select Send invitations.
The invited person receives an email. The invitation works only for that email address. After they sign in or create an account, they land in your organization.
Roles
| Role | What the role can do |
|---|---|
| Owner | Everything an admin can do, plus the subscription, billing, guided setup, and the affiliate program |
| Admin | Connect, edit, and delete stores; set up integrations such as webhooks and Monday; invite members and change roles |
| Member | Work with the organization's stores, products, workflows, templates, and integration results |
The owner is the person the organization belongs to. The member list shows the owner with the Admin role. Nobody can remove the owner, and ownership cannot be transferred.
When your role does not include a page or an action, CopyHero shows Ask your organization owner.
Switch organizations
If you belong to more than one organization, use the organization switcher at the bottom of the sidebar. CopyHero then opens the dashboard of the selected organization.
If you do not see the switcher, expand the sidebar. You can also create a new organization from the switcher.
Leave an organization
Open Settings → Members, select General, and then select Leave organization. The owner always stays a member of their own organization.
What stays private
Your assistant chats are private. Other members of the organization do not see them. Everything else in the organization is shared.
Expected result
Your team works on the same products, workflows, and stores, and each person can do what their role allows.
If something goes wrong
- If you cannot invite more people, your organization may have reached its member limit. Contact support.
- A removed member loses access shortly after the removal.
- If CopyHero shows "We couldn't open your organization.", sign out and sign in again. If the message stays, contact support.