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 main roles and invite the team.

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

Archiving

Organizations can be archived when they are no longer active. Archived organizations are hidden from the dashboard but their data is preserved.

Deleting

Permanent deletion removes all organization data including roles, meetings, and member associations. This action cannot be undone.

Warning 2 Destructive Action

Deleting an organization is irreversible. Make sure to export any data you need before proceeding.

Next Steps