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, threads, 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 dashboard, click Create Organization.
  2. Enter a name for your organization.
  3. Optionally set a custom slug (used in the URL, e.g. rolebase.io/my-org).
  4. You are automatically assigned the Owner role.

Your organization starts with a single top-level role that you can rename and expand.

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.

Visibility Settings

  • Share Organization makes a public page for your organization accessible to anyone with the link. Useful for transparency with external stakeholders.
  • Share Members controls whether the member list is visible on the public page when sharing is enabled.

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Organizations can be archived when they are no longer active.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