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Each project has its own members. Your company’s projects belong to your organisation, which has its own owners, admins and members.

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Who can do what

Organisation owners and admins are project admins in every project in their organisation. Some actions in group chats also depend on being a chat admin.

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Invite people

Open the project, tap +, then Invite members. You’ll see the project’s invite link and a copy button.
  • Share invite link sends the link by WhatsApp, SMS, email or any app on your phone.
  • Show QR Code lets people next to you scan it. Tap Share QR Code to send the image.
  • Invite by name or number picks people from your contacts or lets you type numbers.
Project admins can also tap Invite new user under Members in Project details.

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Invite by name or number

1

Choose how to find people

Tap Grant access to let OnSite see your contacts, or tap Enter phone numbers manually.
2

Pick people

Search by name or number. Organization members are already in your organisation. Invite to OnSite lists your other contacts. Tap Next.
3

Choose their chats

New members join all public chats automatically. Tick any private chats they should join too. Then tap Invite.
Everyone you invite joins as a member. You can make them a project admin later. People who already use OnSite are added straight away. Anyone else gets a text message with a link to download OnSite, and shows under Invited users as Pending until they sign up. Whoever sent the invitation can tap it to Send a reminder or Revoke invitation.
If your organisation’s plan has no free seats, the invite fails with “Seat limit reached for this plan.” See Plan and seats.
If an invite link has gone to the wrong people, a project admin can reset it. On your phone, open Project details, tap Edit, then Reset invite link. The old link stops working.

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Manage project members

In Project details, tap a person under Members to open Member details. Anyone can tap Message or Call. Project admins also see Make project admin or Make project member, and Remove user.To change several people at once, tap Select next to Members. Pick people, then change their role or remove them.
A project must keep at least one project admin. You can’t change the project role of an organisation owner or admin.

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Your organisation

The organisation page is on the phone app. Go to Settings, then tap your organisation under Organizations. It shows your organisation’s logo, its active members and the projects you can open.

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Organisation roles

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Manage organisation members

Owners and admins tap a person under Members to see Make admin or Make member, and Deactivate. Nobody can change the owner or their own role. To deactivate several people at once, tap Select.

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Transfer ownership

Only the owner sees Ownership. Tap Transfer ownership and pick an active admin or member. You become an admin. You can’t undo this from the phone app.

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Plan and seats

Owners and admins see Plan, with your Current plan and Seats used. Each active member uses a seat. When your plan is full, free a seat or change your plan before adding anyone. To change your plan, email [email protected]. Owners and admins tap the logo to choose a new image, up to 5 MB, or tap the small cross to remove it. Your logo appears on your organisation page and in reports.

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Organisation settings

Under Settings, owners and admins switch organisation-wide options on or off, such as Photo watermarks and Send WhatsApp links automatically. Everyone else sees these settings but can’t change them.

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When someone leaves

  • They leave a project, or you remove them: they no longer see the project. To come back, they need a new invitation.
  • You deactivate them in your organisation: they lose access to your organisation and are removed from all of its projects. Their seat becomes free.