<!-- Source: https://docs.vinsi.ai/organization/manageOrganization -->
# Manage Organization

Organization settings, members, custom roles and permissions, and ownership.

Created: September 16, 2026

Updated: September 18, 2026

## Overview

Open your avatar menu and choose **Manage Organization**. Tabs: **General**, **Members**, **Invitations**, and **Organization Chart** (admins and owner). Changes require the Admin role.

| Role       | Can do                                                                          |
| ---------- | ------------------------------------------------------------------------------- |
| **Owner**  | Everything an admin can, plus transfer or delete the organization.              |
| **Admin**  | Full access to every feature; manage settings, members, invitations, and roles. |
| **Member** | Only the areas granted by their permissions or custom role.                     |

## General Settings

| Setting               | What it does                                                                                 |
| --------------------- | -------------------------------------------------------------------------------------------- |
| **Organization name** | Shown across the app and in emails. Click **Save**.                                          |
| **Default dashboard** | Where members land after signing in.                                                         |
| **Time Zone**         | Used for voicemail and missed-call emails, ticket reminders, business hours, and scheduling. |
| **Logo**              | Square image up to 2 MB — **Upload image**, then **Upload**.                                 |

The side panel shows the **Org ID** (with a copy button — support may ask for it), members, and **Max allowed members**.

## Members

The **Members** tab lists everyone with their **Role** and **Last Login**. Search by name or email, and click a name for their profile details. To add people, see [Invite Team Members](https://docs.vinsi.ai/organization/inviteTeamMembers).

### Change a Member's Role

1. Click the member's **Role** button (you can't change the owner or yourself).
2. Choose **Admin** or **Member**.
3. For Members, pick a custom role or adjust **Read** / **Write** permissions.
4. Click **Update**.

### Remove a Member

Click the trash icon and **Remove Member**. They immediately lose access to the organization. This can't be undone — invite them again to restore access. Reassign their phone number and records first if needed.

## Roles & Permissions

Custom roles (e.g. Manager, Seller) let you give the same permissions to many Members. Owners and admins always see everything.

Custom roles are also called **permission groups**, and there's a quicker way to manage them: **CRM → Admin → CRM Team** lets you create a role, set its permissions, and assign it to many members at once. Roles created there appear on this chart automatically. See [Permission Groups](https://docs.vinsi.ai/organization/permissionGroups).

### Create Custom Roles

1. Open the **Organization Chart** tab and click **New Role**.
2. Enter a name and click **Add**. Role names are saved in capitals.
3. Drag and connect roles in the chart to set the hierarchy under Owner → Admin.
4. Click **Save Roles**.
5. Click the gear next to the role, set its permissions, and click **Save Permissions**.

Click **Save Roles** before configuring a new role's permissions — the gear won't work until the role is saved.

**Rename or delete a role** with the buttons in the top-right corner of its box on the chart: the pencil (or a double-click on the name) renames it in place — press **Enter** to save or **Escape** to cancel — and the **×** deletes it after a confirmation. Both take effect straight away, without **Save Roles**. Renaming keeps the role's permissions, its members and its connections; deleting takes members out of the role but leaves their current permissions in place.

**Remove a link** between two roles by clicking the line so it turns blue and pressing **Delete** or **Backspace**, or by right-clicking it and choosing **Delete link**. Then click **Save Roles**. Links are reporting lines — a role sees the contacts and companies of the roles directly below it — and saving updates that straight away.

### Permission Areas

| Area                | Includes                                                                                                  |
| ------------------- | --------------------------------------------------------------------------------------------------------- |
| **AI Phone Agents** | Agents (prompt, knowledge base, turn detection), Call Logs, Phone Numbers, Batch Calls, Tools, Billing    |
| **AI Assistance**   | New Chat, Knowledge Base                                                                                  |
| **Ticket System**   | Tickets, Tasks, Catalog, Workflow, Knowledge Base, Analytics, Chat Widget, Admin                          |
| **CRM**             | Contacts, Companies, Deals, Activities, Documents, and each CRM Admin card, custom tab, and custom object |
| **QA Calls**        | Campaigns, Upload, Results, Agents, Analytics                                                             |
| **Phone**           | Softphone, Text Messages, Fax, Call Logs                                                                  |

**Read** lets a member view an area; **Write** lets them change it.

## Transfer Ownership

Only the owner can do this, from **General → Danger Zone**:

1. Click **Transfer**.
2. Choose the **Member to Transfer To** and type the organization name to confirm.

The new owner becomes an admin-owner and you become a Member. To delete the organization instead, see [Delete Organization](https://docs.vinsi.ai/organization/deleteOrganization).