# Organizations

Setup new Organisations and invite new users to join, along with managing their roles.

## Organisation Dashboard

Search: Use the search bar to filter through your organisation list

### Organisation Grid

Name: This column displays the Organisations associated to your user.\
Active: shows active Organisations\
Organisation Settings: shown with this Icon <img src="/files/AmyiH55YD8aNKqPouUJs" alt="" data-size="line"> it has three menu items.\
Create Organisation: Identified by the <img src="/files/M0LLZVI3NPrQa4wMiyyB" alt="" data-size="line"> icon, click this to create a new Organisation.

### Organisation Menu

Only visible to Owners and not users:

### Users

This Area shows all the users associated with the Organisation.\
The grid shows the user details as well as the User Role for that Organisation. Utopia has two Roles:\
A User: a user will have access to the Transaction page only\
An Owner: an owner will have access to the integration hub as well as the Organisation settings.\
\
User settings allow for marking a user:\
Make Inactive – This will mark the user as Inactive, although still linked to the organisation, they will not be able to view anything in it.\
Make Co-Owner – change the Role of the user to Owner.\
Make User - change the Role of the user to User.\
Remove – Delete the user completely from the Organisation\
\
To Invite a new user simply press the Invite User button <img src="/files/XP5SihgYkhjciayevCLh" alt="" data-size="original"> fill in their email address and send the invite. The user will receive the invite link via email and will be able to click it to accept the invite. They will now be added to the organisation.\
Note: please ensure the user is registered in Utopia before sending them the invite to avoid any issues.

### Edit

Click here to edit the Organisation Name or to Mark it Inactive. If the Organisation is marked as Inactive their processes will not be processed.

Delete: If someone Deletes the Organisation it will delete everything associated with that Organisation. That will include Collections, Connector parameters and details as well as document data etc.\
\ <br>


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://university.utopiasync.com/integration-hub/product-guide/organizations.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.