> ## Documentation Index
> Fetch the complete documentation index at: https://docs.canvasview.dev/llms.txt
> Use this file to discover all available pages before exploring further.

# Organizations and members

> How your CanvasView account works as an organization, how to invite people, what Admins and Members can do, and what happens when someone leaves.

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](https://docs.canvasview.dev/account/credits-and-billing.md#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](https://app.canvasview.dev/settings/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](https://docs.canvasview.dev/account/credits-and-billing.md#new-accounts) 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](https://docs.canvasview.dev/account/keys-and-agents.md).

On each canvas, people also have a canvas role, which decides what they can do there. See [Canvas roles](https://docs.canvasview.dev/account/sharing-and-access.md#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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