Organization and members

Roles, invitations, groups and your organization’s settings.

Your organization brings together the people at your company who work with Balt. Its members share the same Balt and the same credits.

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Roles

Role	What it can do
Owner	Created the organization and has full control. Can’t be assigned by invitation.
Admin	Manages members, billing and integrations
Member	Uses Balt every day, without access to members or billing

To change someone’s role: Settings, Team, open the person, Access tab, Role field. You can’t change your own role or the owner’s.

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Invite colleagues

1. Open the invitation

   Invite members, from the Team page or your profile menu, or Invite a colleague from the home page.

2. Choose who to invite

   Tick people from your workspace, or type email addresses. Choose the invitees’ role.

3. Send

   Each person gets a link by email, valid for 14 days. They sign in with their Google or Microsoft account: no account to create.

Sent invitations show under Pending invitations, where you can Resend or Revoke them.

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Who can join the organization

Situation	What happens
An invitation	The person joins the organization, whatever their address.
An address at a company not yet in Balt	It creates the company’s organization.
An address at a company already in Balt	It waits for an administrator to accept it. Administrators see the request and choose Approve or Reject.
A personal address (Gmail, Outlook…)	The Balt team reviews the request.

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Groups

A group gathers colleagues so you can pick them at once. Create one under Team, Groups tab, with New group.

Groups are used to deploy a routine to some people and to share an integration account. A group adds its current members, not people who join it later. Deleting a group removes nobody from the organization.

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Organization settings

Setting	Where	What it does
Chat	Settings	The chat app where Balt listens and replies: one workspace per platform
Privacy notice	Settings	Your policy’s Web address, shown by public spaces

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Several organizations

If you belong to several organizations, switch between them at the top of your profile menu.