Organization Management

The Organization page in the Admin section lets you manage who has access to your termco organization and what they can do.

Members Table

The members table displays all users in your organization with:

• Name — The member’s display name.
• Email — The member’s email address.
• Role — The member’s current role and permissions.

Inviting Members

To add a new member to your organization:

1. Navigate to Admin > Organization.
2. Click Invite Member.
3. Enter the member’s email address.
4. Select a role to assign.
5. Click Send Invite.

The invitee receives an email with instructions to join your organization. If they don’t have a termco account, they will be prompted to create one.

Assigning and Changing Roles

Roles determine what actions a member can perform (viewing, creating, editing, and deleting processors, contracts, jobs, reports, etc.).

To change a member’s role:

1. Select one or more members using the checkboxes.
2. Choose the new role from the role selector.
3. Confirm the change.

Bulk role assignment is supported — select multiple members and change their roles at once.

Removing Members

To remove a member from your organization:

1. Select the member in the table.
2. Click Remove.
3. Confirm the removal.

Removed members lose access immediately but their past activity (confirmed documents, comments) is retained.

Delete All Data

Danger

This action is irreversible and permanently deletes all organization data.

To delete all data in your organization (processors, contracts, constants, logic blocks, jobs, and results):

1. Navigate to the Delete All Data section.
2. Type your organization ID in the confirmation field to verify your intent.
3. Click Delete.

This is intended for resetting test environments or decommissioning an organization.