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Organisation Owner

Change roles, remove members, leave

For whom and what you need

For an Owner of an organisation who wants to make a Manager an Owner, return an Owner to the Managers, or remove somebody from the organisation — when a colleague has left the company, say. And for every member, Manager or Owner, who wants to leave the organisation themselves.

One rule holds: the organisation must always have at least one Owner. So the last Owner cannot be made a Manager or removed, and cannot leave. An invitation nobody has accepted yet does not count as an Owner.

Steps

Open the members

In the account menu click Profile, in the section Your flats and organisations the organisation's name, and on the page Organisation click Members. The table Members shows each member's Role and, under Actions, buttons. Your own row (marked “you”) has none: you cannot change your own role or remove yourself — you can only leave.

Change a role

Next to a Manager click Make owner; the portal says The member is now an owner. Next to an Owner click Make manager; the portal says The member is now a manager. The change holds at once, with no confirmation.

Remove a member

Click Remove next to the member; the portal says The member has been removed. The removed person loses access to the organisation, but their account in the portal stays. So does everything they did in the organisation: the Issues they handled, their comments and status changes under their name, publications and audit log entries.

Watch out

Remove does not ask for confirmation and acts on the first click. If you removed the wrong person, invite them again (Invite Managers and Owners); they join with their own account and nothing of their work has been lost.

Leave the organisation

At the bottom of the page is the card Leaving: You lose access to this organisation. The issues you handled and everything you published stay as they are. Click Leave the organisation. The portal says You have left the organisation. and sends you where you belong without this organisation: to the Notice Board of another organisation, to your Notice Board if you live in a building, or to the page You are in no organisation.

If you are the last Owner, the card shows This is the last owner of the organisation. Make somebody else an owner first. instead of the button. Make somebody else an Owner first, then leave. If nobody can take the organisation over, close it: Close your organisation.

What others see

What the member the change is about sees

They are sent nothing; they see the change on their next click in the portal. A new Owner finds the buttons Settings and Audit log on the organisation page and the invitation form among the members. An Owner returned to the Managers loses them. A removed member can no longer get into the organisation: the portal sends them elsewhere, and if they work and live nowhere else, to the page You are in no organisation.

The other members see the changed table. The audit log gains Role changed, Member removed or Member left. Residents see nothing; a removed Manager's name stays in the timeline of the Issues they handled (Handle Issues).

Mails

The portal emails nobody about a role change, a removal or somebody leaving. If you remove a colleague or change their role, tell them yourself.

When something goes wrong

This is the last owner of the organisation. Make somebody else an owner first.

You are the last Owner and want to leave, so the card Leaving shows this sentence instead of the button. First click Make owner next to another member, then leave.

You want to hand the organisation over and leave

Make your successor an Owner, check that they see the button Settings, and then leave. If you invited your successor as an Owner directly, they count as one only once they accept the invitation.

After a role change a page says Error 403

The Owner returned to the Managers had the settings or the audit log open; those belong to Owners only. Have them click the tab Home.

You want to delete your account and are the last Owner

The portal refuses to delete your account while you are the last Owner of an organisation. Hand the ownership over or close the organisation; then Delete your account.

Where it ends

The Journey ends when the table of members shows the new roles, the removed member is gone from it, or — if you left — when you are on the page the portal sent you to.