- Organisation Settings — open it from the organisation switcher at the top of the sidebar.
- Admin-only sidebar items — Assignments and Audit & Evidence.
These functions require the admin or owner role. Standard members won’t see them. Roles are managed under Managing users.
Administration areas
Organisation details
Name, domain and branding.
Inviting users
Bring your team into the organisation.
Managing users
Roles, activation and access.
Assignments
Allocate SOPs to people and teams.
Audit & Evidence
Prove SOPs were used and their outcomes.
Import / Export
Move SOPs in and out.
Subscription & billing
Plans, trials and invoices.
AI configuration
Connect and configure AI/LLM.
The role model
| Role | Typical access |
|---|---|
| Viewer | Read procedures. |
| Member | Run and complete SOPs and tasks. |
| Manager | Member access plus broader oversight. |
| Admin | Full organisation configuration. |
| Owner | Everything, including billing and ownership. |

