Organisation Settings

The Organization page is the admin's view of the team: who is in it, what they can do, how many seats are left, and the defaults new members inherit. It is headed Organization, subtitled Manage your organization.

Open organisation settings (opens in a new tab)

Admins only

The rail hides Organization unless Judicio has confirmed you are an admin of an organisation. Members never see the entry.

Who gets in

Opening the page runs three checks in order, and each failure has its own screen. All three keep the Organization heading, so you can tell which check stopped you by the button you are offered.

Your situation	What the page says	The button
Not on the Organisation plan	Team management, shared projects, and member roles are part of the Organisation plan. Upgrade to invite your team.	Upgrade plan
On the plan, workspace never created	Headed Your organization isn't set up yet, then Your Organisation plan is active, but you haven't created your organization workspace. Finish setup to invite your team.	Finish setup
On the plan, a member rather than an admin	Only your organization's admin can manage these settings.	Back to settings

Organization details

The first section, Organization details, shows four values. Two of them can be edited.

Field	Editable	Notes
Name	Yes	Your organisation's display name. Placeholder in edit mode: Organization name
Slug	Yes	The URL-safe identifier. Placeholder: organization-slug
Created	No	The date the organisation was set up
Created By	No	The member who created it, by name, or by email if they have not set one

1

Edit organization details

Edit sits at the top right of the section. Selecting it turns Name and Slug into fields; Created and Created By are hidden while you edit.

2

Change the name or the slug

The slug accepts lowercase letters, numbers and hyphens only. Anything else fails on save with Slug can only contain lowercase letters, numbers, and hyphens, and an empty slug fails with Slug is required. The message appears under the field, and the form stays in edit mode so you can fix it.

3

Save or back out

Save writes the change and leaves edit mode. Cancel restores both fields and leaves edit mode. Pressing Save without changing anything also leaves edit mode.

Default jurisdictions

The Default jurisdictions section is subtitled New invitees start with these jurisdictions when they join, and can change their own later in Settings. The first one is the organization's primary jurisdiction. A note above the picker repeats the limit of what it does: Changing the organization's jurisdictions does not change existing members' jurisdictions. Only new invitees inherit this list.

The picker is the one from Profile: fifteen quick-pick chips, a searchable list for everything else, a PRIMARY badge on the first pick and a ceiling of five. Going over shows You can select up to 5 jurisdictions, and saving with none shows a message asking for at least one.

An organisation that lists the United States must choose its US research scope, Nationwide, Federal only or Selected states, because new invitees start with it too. Until one is chosen, none is selected and the United States block reads Required: choose Nationwide, Federal only or Selected states. Saving without a choice shows Choose Nationwide, Federal only or Selected states for the United States. there instead.

This section has its own Save changes button, which stays disabled until you change something. A successful save confirms with Organization jurisdictions updated.

Seats

The Seats section puts your capacity on one bar. The header reads a used-plus-pending figure over your total, in the form 4 of 10 in use, and the legend under the bar breaks it into three numbers: used, pending and available.

A pending invitation holds a seat, so it counts against capacity before anyone accepts. Seat pricing and how to buy more are covered in Team management.

Members

The Members section lists everyone in the organisation, with a people count under the heading. On a wide window it is a table; on a narrow one the same rows become stacked cards.

Column	What it holds
Member	Avatar, name and email. An Owner badge sits beside the name of whoever owns the organisation
Role	Admin or Member
Joined	The date they joined
Actions	A row menu, for admins

An organisation with nobody in it reads No members found.

Inviting people

4

Open the invite modal

Invite members sits at the top right of the section. It opens a modal titled Invite members, which explains itself in one line: Add people by email. Each person gets their own role.

5

Fill one row per person

Each row is an email field, placeholder name@firm.com, a role list offering Member and Admin, and a remove control. The first row cannot be removed. Add another at the foot of the list adds a row, so several people with different roles go out in one send.

A capacity line sits below the rows, reading how many seats are used of your total, how many are pending, and how many are available.

6

Send

The send button is Send invite for one filled row, and counts up as you add people, reading Send 3 invites for three. Each row is checked before anything is sent: a malformed address reads Enter a valid email address., someone already on the team reads Already a member or invited., and the same address twice reads Duplicate email in this list. An empty list of rows asks for an email on the first one.

Sending everything successfully confirms and closes the modal. If some rows fail, the modal stays open holding only the failed rows, with the reason on each, so you can correct and try again.

Cancel closes the modal without sending.

Changing a role, or removing someone

The row menu, opened from the control in the Actions column, holds two items.

Item	What it does
Switch to Admin / Switch to Member	Flips that member between the two roles. The item names the role they are not currently in
Remove user	Takes them out of the organisation

Both confirm when they land, and the roster refreshes so the row reflects the change.

Pending invitations

The last section, Pending invitations, lists everyone invited who has not joined yet, in a table of Email, Role, Send date, Status and Action.

Control	What it does
Status	Pending while the invitation is live, Expired once it has run out
Resend	Sends the invitation again. Confirms with Invitation resent
Revoke	Cancels it. Confirms with Invitation revoked, and the seat it was holding comes back

With nothing outstanding the section reads No pending invitations.

Add-ins

Where your deployment has the Judicio add-ins turned on, an Add-ins section sits between the jurisdictions section and the seats bar, subtitled Install the Judicio add-ins for your team and set the on-send compliance policy that applies to every member. It holds a status card per add-in and the compliance policy editor. Both are covered in Add-ins settings.

Next steps

• Add-ins settings - turn the add-ins on and set the on-send policy.
• Integrations - connect your own document-system accounts, and look after the organisation-wide Microsoft connections.
• Team management - seats, billing and the invitation lifecycle.
• Collaboration - what a role actually lets someone do.

Open organisation settings (opens in a new tab)