> For the complete documentation index, see [llms.txt](https://help.paxton.ai/help/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.paxton.ai/help/other-topics/organization-settings.md). # Organization Settings With the ability to **create an organization** and invite your team members. #### 1. Creating an Organization on Paxton AI To transition your Paxton AI account to an organization, follow these steps: * **Log in to Paxton AI**: Start by logging into your existing Paxton AI account. * **Go to Manage Subscription**: Click your username at the bottom of the left sidebar, then select **Settings**. * **Create an Organization**: In the subscription management page, select the option to create an organization.
#### 2. Inviting Colleagues to Your Organization Once your account is set up as an organization, you can start inviting your team members to join: * **Invite Team Members**: Click **Invite Members**, enter the work email address for each person, and send the invitations. They will receive an email with instructions to join your organization. Invited users appear in the member list with a **PENDING** label and no role until they accept. They are also counted under **Pending invites** at the top of the page. Invite people using the email address they will sign in with, since an invitation sent to one address cannot be accepted from a different one. #### 3. Opening Your Organization Settings Click your username at the bottom of the left sidebar to open the account menu, then click **Settings**. The top of that menu also shows your organization name, your member count, and an **Invite members** shortcut.
Your organization page shows: * **Paid seats**: how many seats your subscription currently covers. * **Pending invites**: invitations that have been sent but not yet accepted. * **Billing cadence**: whether your organization is billed monthly or annually. * **Seat cost**: the per seat price on your plan. * **Manage Subscription**: opens the Stripe billing portal. Below the summary is your member list, with a search box, the **Invite Members** button, and each member's role.
#### 4. Member Roles Every member of an organization is either an **Admin** or a **User**. * **Admins** can invite members, change roles, remove members, and manage the subscription. * **Users** have access to Paxton on a seat in your organization but do not manage members or billing. To change someone's role, click the three dot menu at the right of their row and select **Change role to user** or **Change role to admin**. #### 5. Removing Members 1. Find the person in the member list. 2. Click the three dot menu at the right of their row. 3. Select **Remove from organization**. Removing a member ends their access to your organization. To cancel an invitation that has not been accepted yet, use the same menu on their pending row. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://help.paxton.ai/help/other-topics/organization-settings.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.