Setting up your Page organization

Overview: Learn how to set up your organization, invite team members, and manage roles on Page.

Setting Up Your Organization

• After receiving an initial invite to Page, you will be invited to sign up and create your organization.

Accessing Organization Settings

• Once you go to the home screen, you'll see an icon on the left side that says "Org." Click it to manage your organization.

Inviting Members

• You'll have the option to invite members of your team.
• In the beginning, you will have no other members other than yourself, and you will have the owner role, not the admin role.
• You can invite members as either admins or members and include an invite message.
• You can invite as many people as you want, and we recommend that you invite everyone in your firm. We don't charge by the seat.

Managing Pending Invitations

• If you have a pending invitation, you'll see people listed as pending.
• You can remove people who have pending invites if you choose to.

Viewing and Managing Users

• You can see all users in your organization from this screen.
• Users will be listed as one of three roles:
  • User
  • Admin
  • Owner
• You can change anyone who is an admin to be an owner. The main benefit of an owner is that an owner can invite other people.
• Click the three-dot menu to change a member's role or remove the member if someone leaves your firm.