Rolebase

Organizations

Create, configure, and manage your organization in Rolebase.

What is an Organization?

An organization is the top-level container in Rolebase. Everything (roles, members, meetings, tasks, discussions, decisions) belongs to an organization. Each organization has its own settings, subscription plan, and member list.

You can be a member of multiple organizations and switch between them from the dashboard.

Creating an Organization

  1. From the My Organizations page, click Create.
  2. Enter a name for your organization.
  3. Optionally set a Custom URL (e.g. rolebase.io/my-org).
  4. You are automatically assigned the Owner role.

Rolebase then guides you to choose who makes decisions in your teams, add your members, invite the team and create your first roles.

Organization Settings

Access settings from the organization menu. The following options are available:

General Settings

  • Name is the display name of your organization.
  • Slug is the URL-friendly identifier. Must be unique across Rolebase.

Governance Settings

The governance mode sets who can change the org chart:

  • Free: every member can edit the whole org chart.
  • Agile: roles can be edited by their leaders.
  • Strict: roles can only be changed through proposals (Holacracy). The org chart stays read-only, and every structure change goes to a vote.

Only the organization Owner can change the governance mode.

See Governance modes for a detailed comparison and how to choose the right one.

Managing Your Organization

Deleting

Only an Owner can delete an organization, from Settings > Organization, in the Delete the organization card. Rolebase lists what will be deleted (members, roles, meetings, threads, tasks, decisions, files) and asks you to type the name of the organization to confirm.

The organization is archived right away: its members lose access and its active subscription is cancelled. It is then deleted for good, with all its content, 30 days later. Member accounts are kept.

Warning 2 Destructive Action

After 30 days, the deletion cannot be undone. Make sure to export any data you need before proceeding.

Deleting your account

You can delete your account from Settings > My credentials, in the Delete my account card. The deletion is permanent and erases your personal data.

It is possible once you are no longer a member of any organization. The card lists the organizations you still belong to, with your role in each one. Leave each one from Settings > Members, or delete it if you are its Owner. Once your account is deleted, a page confirms it.

Next Steps