> ## Documentation Index
> Fetch the complete documentation index at: https://help.casaconect.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Members and invitations

> Invite people to your organization, change their roles, and remove them.

An **organization**, called a *workspace* during sign-up, is the home of your office in Casa Conect. It holds your organization vault, projects, matters, agent inbox, skills, guidance and billing.

## Create an organization

When someone signs up with a company email address, Casa Conect offers to **Set up your workspace** during onboarding, and suggests a name based on the address. The person who creates it becomes its first admin.

People who sign up to take part in a Shared Space can choose **I'm here as an individual** instead. Shared Spaces, the inbox and the private vault work without an organization, and one can be created later from Settings.

## Invite people

<Steps>
  <Step title="Open Members">
    **Settings → Members → Invite teammates.**
  </Step>

  <Step title="Enter email addresses and choose a role">
    Pick **Member** or **Admin** for each person. See [Roles and permissions](/admin/roles-and-permissions).
  </Step>

  <Step title="Send">
    *They get an email with a link to join.* They sign in with that email address to accept.
  </Step>
</Steps>

Outstanding invitations are listed under **Pending invitations**, where you can **resend** or **revoke** them. Only admins can see and manage invitations.

<Tip>
  Invite people at the email address where they will receive sign-in codes. Casa Conect signs people in **by email**, so an invitation sent to an alias they cannot read is of no use to them.
</Tip>

## Change a role

In **Settings → Members**, change a person's role between **Member** and **Admin**. The change applies the next time their session refreshes, which happens within minutes.

## Remove someone

Choose **Remove** next to their name and confirm: *"They lose access to this organization immediately."*

| What happens                                                              |                                                                                                                                                                                                                  |
| :------------------------------------------------------------------------ | :--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Their access to the organization's vaults, projects, matters and inbox    | Ends immediately                                                                                                                                                                                                 |
| Documents, matters and conversations they created **in the organization** | Stay with the organization                                                                                                                                                                                       |
| Their **personal vault** and private conversations                        | Stay with their personal account, which continues to exist                                                                                                                                                       |
| Their membership of **Shared Spaces**                                     | Separate from the organization. Remove them from each space as well if they should no longer take part. Their [share links](/shared-spaces/share-links) in a space revoke themselves once they leave that space. |
| Drive, OneDrive and SharePoint folders they linked                        | These depend on **their** connected account. An admin can see and unlink them under **Settings → Integrations → Synced folders**, and another member can link the folder again with their own account.           |

<Warning>
  Before you remove someone who is leaving, check **Settings → Integrations → Synced folders** for links they set up, and have another member link those folders again if they still matter. Reassign their open [matters](/matters/overview) as well.
</Warning>

A member shown as **Deactivated** has been deactivated at the identity provider and can no longer sign in.

## Delete the organization

**Settings → Organization → Delete.** *Permanently delete this organization. All members lose access; data tied to the organization is removed.* You must type the organization's name to confirm. This cannot be undone. Check your subscription under **Access & billing** before you delete the organization, and [contact support](/get-started/get-help) if you are unsure what will happen to it.

## Shared Spaces are separate

Membership of a **Shared Space** is separate from membership of your organization. Clients, the other side's lawyer and the notary are invited to a *space*, not to your organization. They see nothing of your vaults, matters or inbox. See [Members and teams](/shared-spaces/members-and-teams).