Overview
Every organization has one owner and any number of admins and members. Owners and admins manage the organization and its people, while members do the work. Notra sends invitations by email, and you manage them from Settings > Members.Inviting team members
1
Open the Members page
Go to Settings > Members.
2
Invite
Click Invite Member and enter the person’s email address. Notra rejects disposable email addresses.
3
Choose a role
Pick Member or Admin.
4
Send
Click send, and the recipient gets an email saying you invited them to join the organization, with a link to accept.
Only owners and admins can invite people.
Team member limits
Each plan includes a number of team member seats. When the organization has used them all, sending or resending an invitation fails with a message and a View plans link to Settings > Billing & Usage, where you can upgrade to add more seats.Roles and permissions
Notra has three roles, and the server enforces permissions, so the rules below apply to the dashboard and to anything that acts on your behalf.Owner
The owner is the person who created the organization, and there is exactly one owner.- Everything an admin can do
- Delete the organization
- Cannot be removed, and cannot have their role changed
- Cannot leave the organization, only delete it
Admin
- Change organization settings (name, slug, logo)
- Invite people, change roles between Member and Admin and remove members
- Resend and cancel invitations
- Everything a member can do
Member
- Create, edit, publish and delete content
- Use chat, GEO, schedules, event triggers, integrations, brand identities, skills and API keys
- View the members list and pending invitations
Billing is open to every role, so anyone in the organization can open Settings > Billing & Usage, change the plan and open the customer portal.
Managing team members
The Members tab lists every person in the organization with their name, email and role.Changing a role
- Find the member in the list
- Open the action menu at the end of the row
- Choose Change role
- Pick Member or Admin and confirm
Removing a member
- Find the member in the list
- Open the action menu
- Choose the remove option and confirm
Pending invitations
The Pending tab shows the number of open invitations and lists each one with the email address, the role it grants and when it expires. Resend an invitation- Open the action menu on the invitation
- Choose resend and confirm
- Notra sends a fresh email
- Open the action menu on the invitation
- Choose cancel and confirm
- The link in the email stops working
Invitations expire, so if someone has not accepted by the date in the Expires column, resend it.
Accepting an invitation
1
Open the email
Click the link in the invitation email.
2
Sign in or create an account
If you do not have a Notra account, create one with the invited email address. If you already have one, sign in.
3
Start working
Notra adds you to the organization with the role from the invitation and opens the workspace.
Multiple organizations
You can belong to several organizations with a different role in each.Switching organizations
Click the organization name at the top of the sidebar and pick another one, and Notra remembers the workspace you visited last.Managing your memberships
Go to Settings > Account and scroll to the organizations section, which lists every organization you belong to with two actions:- View: switch to that organization
- Leave: remove yourself from an organization you do not own