Organization & members
Company workspace, invites, and admin / manager / member
What is an “organization”?
Think of it as your company room inside Formion. Policies, positions, curves, and announcements all live under this organization.
If you switch organizations (for people who belong to more than one), you are switching which company room you are looking at.
What admins do here
In Organization you can typically:
- Rename the organization
- See the member list
- Invite new people by email
- Change someone’s role
- Remove a member (with care)
- Cancel or resend pending invites
Roles in plain language
| Role | Plain meaning |
|---|---|
| Admin | Keys to the company room: structure, members, org settings |
| Manager | Trusted ops lead for curves / metrics work |
| Member | Teammate who uses Formion based on their positions |
Boss tip
Keep admin seats few. Most people should be members assigned to the right positions.
Inviting someone (checklist)
- Open Organization → invite by email
- Pick the role
- Send invite
- Ask them to check email (and spam folder)
- After they accept, assign them to a position
Members list & profiles
From members / profiles you can see who is in the company, which positions they hold, and jump into related curves, condition formulas, or operations plans where available.