Setting up an organisation
Setting up an organisation
A Teams licence belongs to an organisation, not to the person who pays for it, so the organisation comes first: create it, license it, invite people, add a team.
An organisation whose licence is not active is read-only. It refuses invitations, new teams, subdomain changes, settings edits and publishing, and each refusal says why. It still lets you buy the licence.
Dashboard → Settings → Teams & orgs → New organization. The Create
new menu has the same entry. Give it a name and a slug. The slug becomes
its URL, blueprintr.io/orgs/<slug>. Description and website are optional.
Creating an organisation is free, and you become its owner.
Open the organisation, choose Settings, then Billing. On the Teams plan card set Seats, then choose Subscribe for the monthly or the yearly plan. Checkout takes a card and your acceptance of the terms. Only the organisation's owners and admins can do this, and the seat count cannot be lower than its current membership. You count as one.
The same controls are on Dashboard → Licensing & Billing under Your organisations.
Payment returns you to the Billing page. Within a few seconds the Teams plan card changes from No active plan to the number of seats you bought. Refresh if it has not. Plan & seats and License, in the same settings, show seat usage and the licence history.
Settings → Manage members → Invite by email. Each member takes a seat, and a pending invitation reserves one until it is accepted, revoked or expires. Seats are changed from Licensing & Billing, not from the members page.
Settings → Teams → New team. A team has its own members and its own content, and inherits the organisation's licence. Add one when a group needs its own content boundary. Projects belong in portfolios instead.
If you signed up from the Team plan on the pricing page, Blueprintr remembers that for a week. Finishing your profile takes you straight to New organization, creating the organisation opens its Billing page, and until a plan is active the dashboard shows a strip with the next step: Create organisation while you own none, or Subscribe for the organisation you already own.
If Blueprintr granted your licence by hand rather than through Checkout, the dashboard shows a You're licensed for Teams strip with a Create organisation link instead. Create the organisation, then send support its slug. Support attaches the licence.