Manage Organizations¶

This guide covers common organization management tasks.

Invite a member¶

1. Navigate to your organization settings.
2. In the Invite New Member section enter the email address of the person you want to invite.
3. Select a role: Member, Administrator, or Owner.
4. Click Send Invitation.

The invited person will receive an email with instructions to join your organization. If they don't have a Servala account yet, they'll need to create one first.

Change a member's role¶

1. Navigate to your organization settings.
2. Find the member in the members list.
3. Select the new role from the dropdown.
4. Confirm the change.

Remove a member¶

1. Navigate to your organization settings.
2. Find the member in the members list.
3. Click Remove next to their name.
4. Confirm the removal.

The removed member will immediately lose access to all services and instances in the organization.

View the audit log¶

1. Open Organization in the portal navigation and choose Audit log.
2. Use the tabs (All, Organization, Members, Instances, Access) to filter by category.
3. Click Details on an entry to see the fields it changed, with their values before and after.

Switch between organizations¶

If you're a member of multiple organizations, use the organization selector in the portal navigation to switch between them. Your current organization context determines which services and instances you see.