Manage organizations and team invitations
New to ISMS Copilot? For a complete walkthrough from signup to collaborating in a shared workspace, start with First-time workspace setup: from signup to shared workspace.
Use this guide to create an organization, invite teammates, accept invitations, and manage membership in ISMS Copilot. This is the right place to start if you want to collaborate before setting up shared workspaces.
Organizations are for paid accounts only. You can only belong to one organization at a time.
Create an organization
Open Settings.
Select the Team tab.
Create your organization.
After your organization is created, you can invite teammates and start using team features. If you need help with shared workspace setup after that, see How to create and set up your first workspace.
You cannot create an organization if you already belong to one.
Invite teammates by email
Only the organization owner can send invitations.
Go to Settings → Team.
Enter the teammate's email address.
Send the invitation.
The teammate receives an email with an invitation link. Pending invitations stay visible in the Team tab so you can track or manage them.
You cannot send an invitation if the organization is inactive, full, or already has a pending invitation for that email address.
Accept an invitation
Invitations must be accepted with the same email address they were sent to.
If you are new to ISMS Copilot
Open the invitation email.
Click the invitation link.
Create your account with the invited email address.
Complete the Accept invite flow.
If you already have an ISMS Copilot account
Open the invitation email.
Click the invitation link.
Sign in with the invited email address.
Complete the Accept invite flow.
After you join, you get access to the organization's shared workspaces. For a dedicated walkthrough, see Accept a Teams invitation.
Organization membership rules
You can only belong to one organization at a time.
You cannot accept an invitation if you already belong to another organization.
Expired or used invitation links do not work.
If the organization has no available seats, the invitation cannot be accepted until a seat is free.
To understand how organization membership affects shared workspaces, see Use Teams and shared workspaces.
Leave an organization
Members can leave an organization from the Team tab in Settings.
Open Settings.
Select Team.
Choose the option to leave the organization.
Confirm that you want to leave.
Owners cannot leave an organization directly while they are still the owner.
What to do next
Once your organization is set up and your teammates have joined, create or organize your workspaces for collaboration. Start with How to create and set up your first workspace.