> ## Documentation Index
> Fetch the complete documentation index at: https://conveo.ai/docs/llms.txt
> Use this file to discover all available pages before exploring further.
# Set-up Your Organization
> Learn how to set-up your organization in the Conveo environment including inviting members, setting roles, creating teams and managing billing accounts
### Key Concepts Explained
**Organization Hierarchy**: Your Conveo organization is like a workspace where multiple team members can collaborate on research studies. Think of it as your company's private research environment where you control who has access and what they can do.
**User Roles**: Conveo uses a permission-based system with four distinct roles that determine what actions each team member can perform. Understanding these roles is crucial before inviting anyone, as it affects their ability to create studies, view results, or make requests.
**\[Optional] Teams**: Groups of users that can be granted collective permissions. You can share studies once with a team instead of individually.
**\[Optional] Billing account**: Different credit balances mapped to your organization's budget structure, with an approval flow for study spend. See [Billing](/settings-and-management/billing) for details.
**Default Settings**: Organization-level defaults (like chart display preferences) apply to all new content but can be overridden individually. These act as your organization's baseline preferences that save time for all team members.
### Pro Tips
* **Think through your environment design upfront:** Teams and billing accounts can be very valuable for larger organizations, but they also add complexity. Leverage these features only when additional complexity is needed.
* **Plan your role assignments carefully**: Once someone is invited with a specific role, you'll need admin permissions to change it later. Consider starting with more restrictive roles and upgrading as needed.
* **Use the viewer role strategically**: This role is perfect for executives or clients who need to see results but shouldn't have the power to create or launch studies themselves.
* **Test email addresses first**: Double-check email addresses before sending invites. Invalid emails won't bounce back immediately, and you might not realize someone didn't receive their invitation.
* **Set up your organization profile completely**: Upload a recognizable profile picture and set your preferred default chart units before inviting team members. This creates a professional first impression and consistent experience.
### Quick Reference
**Organization Roles:**
* **Admin**: Full control over organization, studies, and billing
* **Member**: Can create and launch studies
* **Viewer**: Read-only access to study results
**Team roles**
* **Manager**: Can admit new members to the team
* **Member**: Can edit/view all studies shared with team
**Billing Account Access Levels:** See [Billing](/settings-and-management/billing#access-levels)
**Automatic Permissions:**
* Organization admins get full access to everything automatically
* Study creators get full access to their studies
***
## Complete Written Guide
### Step 1: Access Organization Settings
1. Click on **Settings** in the left-hand navigation menu
2. Select **Organization** from the settings options
3. You'll see multiple sections on which we deep dive on in this guide: Organization profile, Organization members, Teams and Billing
### Step 2: Configure Organization Profile
**Update Profile Information and settings:**
1. In the Organization Profile section, click to upload a new profile picture
2. Update your organization name if needed
3. Choose your default chart units:
* **Absolute**: Shows actual numbers (e.g., "25 responses")
* **Percentage**: Shows relative values (e.g., "45% agreement")
> **Note**: This is just the default setting. Individual charts can still be switched between absolute and percentage views regardless of this setting.
4. Configure default access permissions for new studies in your organization
### Step 3: Invite New Organization Members
1. Navigate to the **Organization members** section
2. Click the **Invite** button
3. Enter the email address of the person you want to invite
4. Select the appropriate role from the dropdown menu:
**Role Definitions:**
* **Admin**: Full permissions including study management and team administration
* **Member**: Can create and launch studies, use topic guides, but cannot manage team members
* **Viewer**: Read-only access to study results and data
**Permissions:**
| Role | Create Studies | Launch Studies | View Studies | Manage Organization | Request Studies |
| ---------- | -------------- | -------------- | ------------ | ------------------- | --------------- |
| **Admin** | ✓ | ✓ | ✓ | ✓ | ✓ |
| **Member** | ✓ | ✓ | ✓ | ✗ | ✓ |
| **Viewer** | ✗ | ✗ | ✓ | ✗ | ✗ |
5. Click **Send Invite** to dispatch the invitation email
6. Admin only: view all current organization members in the Members overview incl. invitation status, member activity and existing members role management
### \[Optional] Step 3: Set-up teams
1. Navigate to the **Teams** section
2. Click the **Create team** button and enter a team name and optionally a description
3. Add existing organization members to a team by clicking the **Add members** button
4. Select the appropriate role for the team members from the dropdown menu:
**Role Definitions:**
* **Manager**: Can admit new member to the team
* **Members**: Can edit/view all studies shared with team
5. Admin only: view all teams in the Teams overview and manage members, roles and create new teams
### \[Optional] Step 4: Set-up billing accounts
Billing accounts are currently in private beta. To access this feature, please reach out to the Conveo team.
1. Manage access to the billing account by clicking the **Configure access** button
2. Add relevant organization members and/or teams to the billing account and assign an access level (Manager, Approver, or Requester — see [Billing > Access Levels](/settings-and-management/billing#access-levels) for details)
3. Manage default access for the organization through the role drop-down (e.g., set everyone as Requester with selected approval rights at the individual level)
4. \[Optional] Enable PO number requirement for each panel launch or analysis in the **Billing settings menu**
For details on credits, allocations, and transactions see the [Billing](/settings-and-management/billing) page.
### Best Practices
**Before You Start:**
* Plan your team structure, role assignments and billing accounts before sending invitations
* Ensure your organization profile is complete and professional
* Verify you have the correct email addresses for all invitees
**While Working:**
* Start with more restrictive roles and upgrade permissions as team members prove their need for additional access
* Use the viewer role for external partners, clients, or executives who need visibility but not operational control
* Regularly review your member list to ensure only current team members have access
**Quality Control:**
* Regularly review your organization's and team's member list and their access levels
* Remove access for team members who no longer need it
* Ensure new members understand their roles and permissions
* Keep organization settings updated as your team grows or changes
***
**Anything missing?** Let us know at [support@conveo.ai](mailto:support@conveo.ai) and we'll help you out!