How to manage an organization

Organizations let you create private projects and work with your collaborators on those projects. Organizations required a paid account. Check out the pricing on our pricing page.

Create an organization

You can create an organization in the user dropdown.

create org button

Then a popup will ask ou the name of the new organization and indicates the pricing for creating an organization

create-organization

In the next screen, you will have to give more information about the organization, credit card details and billing information. If you do not register a credit card, you organization will be put on hold.

This form will be skip for new users still in their trial period. Once your trial is over, you will need to register a credit card to continue using them. You will receive a reminder email.

Manage an organization

The organization page

This page is accessible by clicking on the name of the orga:

  • in the dashboard
  • in the project switcher
  • in the action bar of a project board

You will find a quick access to the different sections of the organization page by clicking on the gear button next to the organization name in the dashboard.

org button

The next actions are only accessible to owner members.

Change billing info

Go to the dedicated section on your organization page. see FAQ for billing.

billing details

Delete an organisation

In the section “Details”, You will find a button to delete your organization This operation is irreversible.

delete org

Rename your organisation

In the section “Details”, you can rename your organization. Don’t forget to click the save button.

rename org

Projects

In an organization, every member who has the permission can create projects.

Create/archive/delete an organization project

Members can create projects from dashboard page or organization page or directly in the switcher sidebar menu. These projects can be archived and deleted from the organization page or directly in the project settings menu. Just click the icon on the top right corner of the project.

archive restore delete project

Archived projects can be reopen, deleted projects can’t be recovered.

Organization members

Admin and owner of the organization will have access to all the organization projects even those with the more restricted accesses.

Learn more about projects’ permissions in the collaboration guide

Add/remove a member

Invite people to your organization using their email address or their Kantree’s username. If they already have a Kantree account, they will be immeditaly added. Otherwise, they will receive an email inviting them to signup for Kantree.

Every member added to your organization will count towards your subscription.

organization-members

Manage a member permission

Members can have different roles which define what they are allowed to do:

  • Contractor: members who have to be invited to projects on a case by case basis. They will not be able to see the organization’s projects unless invited (even the one where members can join by themselves).
  • User: members who can join any project shared within the organization
  • Manager: members who can manage projects, contexts, models and templates.
  • Admin: members who can create projects, manage the organization’s members and shared card models.
  • Owner: same as admin, they also have permissions to manage billing and information about the organization.

permissions

Project Roles

Kantree is built on a role-based permissions system.

Roles lets you precisely define the actions users can or can’t do in your project.

You can manage your roles from the organization’s page.

You can find more info in our guide to roles and permissions.

Project templates

Organization start with a default template from which every project will be created. Customize this default template to speed up your project creation. You can create new templates which will be selectable when you create new projects.

org templates

Card models

You can manage card models of your organization from the organization page. These models are available for every project of the organization, if you check the specific option in the card model settings of your projects.

Learn more on card models in this other guide.

org models

Contexts (deprecated)

As of Kantree 5.11, it is no more possible to create context for all the organization. The feature is available for those who still have to manage existing org contexts.

You can manage contexts of your organization from the organization’s page.

These contexts are available for every project of the organization. Thus, project can share the same groups using these org contexts.

Learn more on contexts in this other guide.

org-contexts

Forms

You can access to all the forms created in the project of the organization.

Learn more on forms in this other guide.

org-forms

Calendar

The calendar will give you an overview of all due dates of all cards in all the projects of the organization.

org-calendar

You can get the iCal feed of this calendar. Add this feed in your favorite calendar app like outlook or google calendar.

This calendar is not updated in real-time, you will have to reload the page to see the change.