Admin and Member
Two roles. Members do the document work; Admins also manage the Organization.
| Can | Member | Admin |
|---|---|---|
| Create and edit customers, items and Drafts | Yes | Yes |
| Finalize, send and resend documents | Yes | Yes |
| Record and void payments; cancel documents | Yes | Yes |
| Use AI Quick Create within the allowance | Yes | Yes |
| Edit Organization legal details and settings | — | Yes |
| Create or archive Brands; manage numbering | — | Yes |
| Manage tax profiles and payment-instruction templates | — | Yes |
| Invite, change roles and remove team members | — | Yes |
| Manage the subscription and AI Boost | — | Yes |
Limits
Trial
- One member — the person who created the Organization.
- Invitations become available when the Organization is activated.
Paid Organization
- Up to 20 members, Admins and Members combined.
- No per-seat fee; the subscription is per Organization.
- Pending invitations may count toward capacity until accepted or withdrawn.
Invite a member
Only Admins can invite.
Accepting an invitation does not use the invitee’s own trial eligibility. If they later create an Organization of their own, their first eligible owned Organization can still start a trial.
Membership across Brands
A member of Meridian Ventures Ltd. can work on Brightline Design and Harbor Marketing documents alike. Brand-restricted access is not available. Members work across all Brands in their Organization. Separate legal businesses require separate Organizations; that is a legal distinction, not an access preference.
Change a role or remove access
Admins can change a member’s role or remove them from the Organization. Removal ends their access to the Organization; documents, payments and history they created remain, attributed to them in the record. Removing someone from one Organization does not affect their membership of any other.
Common questions
No. Membership is Organization-wide. Brand-restricted access is not available.
No. Up to 20 members are included in the Organization’s subscription. There is no per-seat billing.
Yes. Someone can own or belong to several Organizations with one account and switch between them. Roles are set per Organization.
It stays. Documents, payments and history keep their record of who did what. Removal only ends future access.