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

# Organizations

> Invite teammates, manage roles, share assistant rules, and view consented team analytics.

Organizations let a team manage membership, distribute shared assistant rules, and review aggregate usage. Each email account can belong to only one organization at a time.

## Create an organization

1. Open the account menu.
2. Select **Create organization**.
3. Enter the organization name and a unique URL slug.
4. Select **Create Organization**.

The creator becomes the organization **Owner**. The slug may contain lowercase letters, numbers, and hyphens.

## Roles and permissions

| Role       | Access                                                                                                                     |
| ---------- | -------------------------------------------------------------------------------------------------------------------------- |
| **Owner**  | All admin abilities, plus transferring ownership.                                                                          |
| **Admin**  | Invite and remove members, change non-owner roles, manage organization rules, and view analytics that members have shared. |
| **Member** | View the member list and use organization-managed rules in their own account.                                              |

Only the owner can transfer ownership. After a transfer, the previous owner becomes an admin. Admins and owners cannot remove or change the current owner's role directly.

## Invite and manage members

1. Open **My Organization** from the account menu.
2. On **Members**, select **Invite members**.
3. Enter up to 10 email addresses at a time and assign a role.
4. Send the invitations.

Invitations are delivered by email and expire after 14 days. The recipient must accept while signed in with the exact invited email address. An admin can cancel a pending invitation from the Members page.

Use the menu beside a member to change their role or remove them. The owner also sees **Transfer ownership**. If the organization provides premium seats, accepting an invitation can claim an available seat; removing a member releases their organization seat.

## Create organization rules

Owners and admins can open **Rules** and create assistant rules that are copied to every member account.

* New members receive the current organization rules when they join.
* Editing an organization rule updates its member copies.
* Members see a **Managed by organization** rule and cannot edit its definition.
* A member may turn a managed rule on or off for their own account.
* The rule only runs for a member when both the organization-level rule and that member's copy are enabled.
* Deleting an organization rule removes it for all members.

Messaging-channel actions are not supported in organization rules because each member has separate Slack, Teams, or Telegram destinations. Configure those actions in each member's own rules instead.

<Warning>
  Organization rules can perform inbox actions for every member. Test conditions carefully, prefer drafts over automatic sends for generated replies, and review changes before enabling a rule organization-wide.
</Warning>

## Analytics and privacy

The **Analytics** tab is available to owners and admins. It can show totals and distributions for emails received, rules executed, and active members over a selected date range.

Member analytics are private by default. Each member sees a prompt to allow organization-admin analytics. Admins can open a member's Analytics and Usage pages only after that member grants access. A hidden-activity badge means the member has not shared analytics.

Granting analytics access does not give an admin the ability to read the member's email content through the organization page.

## Troubleshooting

### An invitation cannot be accepted

Confirm that it has not expired and that the signed-in account exactly matches the invited email. The recipient must leave any other organization before joining, because an email account can have only one membership.

### Rules or Analytics tabs are missing

Those tabs are limited to owners and admins. Ask an owner or admin to update your role if appropriate.

### A member cannot edit a rule

Rules labeled **Managed by organization** can only be edited by an owner or admin from the organization's Rules tab. The member can still enable or disable their own copy.

### A member's analytics are unavailable

The member must select **Allow Access** on the organization page. Analytics can also remain empty until Inbox Zero has processed enough account activity for the selected date range.