Organizations and members

Your CanvasView account is an organization. Everything in it belongs to the organization: its credits, canvases, keys, connected agents, templates, saved components, data sources, webhook and settings. People you invite join the organization and work in the same account. You get an organization when you sign up, with you as its Admin. It opens once CanvasView approves your account. See New accounts. You can use it alone, or invite people once it is open. Nothing moves when you do.

Invite people

Admins manage members in Account settings. Open the account menu in the header, select Account settings, then Members. For Admins, the Members link in the sidebar, under Organization, opens the same place. From there an Admin can invite people by email, remove them and change their roles. Each invited person gets an email and joins once they accept. Members can see who is in the organization in Account settings, from the account menu. Ask an Admin to invite someone or change a role. An organization can have up to 20 members.

Roles

Each member is an Admin or a Member. Admins manage the account. Members use canvases, templates and components.

Task	Admin	Member
See canvases on the Canvases page	Every canvas in the organization	Their own, and those shared with the organization
Extend or keep a canvas	Any canvas	Canvases they can see
Change who can open a canvas, or delete it	Any canvas	Their own
Make a canvas private or share it with the organization	Any canvas	Their own
See who opened a canvas	Any canvas	Their own
Give a canvas a new owner	Yes	No
API keys and connected agents	Everyone’s	Their own
Daily cap on a key or connected agent	Yes	No
Billing: add credits, set the daily cap, see recent activity	Yes	See the balance on the API keys page
Defaults for new canvases	Yes	No
Webhooks	Yes	No
Data sources: add, change, remove, and handle agent requests	Yes	See names, hosts and methods
Notifications	Read, mark read and dismiss	Read only
Templates and saved components	Review and delete	Review and delete
Invite and remove people, change roles	Yes	No
Organization name and logo	Yes	No

The person who created the organization answers the waitlist questions and connects the first agent. Other members skip them. An agent acts with the role of the person who created its key or connected it. See Keys and connected agents. On each canvas, people also have a canvas role, which decides what they can do there. See Canvas roles.

Switch organizations

You can belong to more than one organization. The account menu in the header shows the one you are working in. Open it and choose another under Switch organization. The Canvases page then shows that organization’s canvases, and the settings pages show its settings. Each organization is a separate account, with its own credits, canvases, keys and settings.

When someone leaves or is removed

When a person leaves an organization, or an Admin removes them:

They lose access that came from membership. They can still open canvases that anyone with the link, or anyone signed in, can open, and canvases whose invite list names their address. Remove the address if they should no longer have it.
API keys and connected agents they created in that organization are revoked.
Canvases they owned stay with the organization. They show as Owner: former member on the Canvases page. An Admin can select Manage, then Assign owner…, to give one a new owner. If the person rejoins, they own their canvases again.
What they did on canvases stays.

A removal applies as soon as CanvasView hears of it. CanvasView also confirms a key’s membership again once its last check is five minutes old. If the sign-in service cannot be reached, a membership confirmed in the last day keeps working until it can be checked again. When an Admin changes someone from Admin to Member, they stop seeing other people’s private canvases at once.

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Trust

Organizations and members

Invite people

Roles

Switch organizations

When someone leaves or is removed