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
- From the dashboard, click Create Organization.
- Enter a name for your organization.
- Optionally set a custom slug (used in the URL, e.g.
app.rolebase.io/orgs/my-org). - 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
- Protect Governance, when enabled, restricts role structure modifications (add/remove sub-roles, change purpose, domain, and accountabilities) to role leaders only. This enforces formal governance processes.
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Organizations can be archived when they are no longer active.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.
Deleting an organization is irreversible. Make sure to export any data you need before proceeding.
Next Steps
- Explore the org chart to visualize your structure
- Set up your role structure
- Invite members to your organization
- Configure a subscription if you need premium features