Managing Members

Inviting notaries

1. Go to Dashboard → Organisation → Members → Invite Member.
2. Enter the notary's email address.
3. Select their role: Admin or Member.
4. Click Send Invitation.

If the email belongs to an existing Notarise It© user: They receive an in-app notification and a "You've been invited" email. They can accept with one click from their dashboard.

If the email is not registered: They receive an invitation email with a link to complete registration first. After signing up and being approved as a notary, they are prompted to accept the invitation.

TIP

Only commissioned notaries (with an approved notary profile) can be members of an organisation. Clients cannot be added as organisation members.

Member roles

Role	Capabilities
Owner	Full access — can transfer ownership, manage billing, and close the organisation
Admin	Invite/remove members, view all sessions, manage artefacts and document types, access reports
Member	Conduct sessions, use shared artefacts — no management access

Changing a member's role

1. Go to Dashboard → Organisation → Members.
2. Click the three-dot menu next to the member's name.
3. Select Change Role and choose the new role.

Removing a member

1. Go to Dashboard → Organisation → Members.
2. Click the three-dot menu next to the member's name.
3. Select Remove from Organisation.

The notary is removed immediately. They keep their personal Notarise It© account and can continue operating independently. If their personal Pro subscription was paused when they joined, it is automatically reinstated.

Transferring ownership

If you are the sole owner and want to transfer ownership to another member:

1. Go to Dashboard → Organisation → Members.
2. Click the three-dot menu next to the new owner's name.
3. Select Transfer Ownership.
4. Confirm with your password.

WARNING

There must always be at least one Owner. You cannot leave the organisation or close it as the sole owner without first transferring ownership.

Leaving an organisation (for notary members)

A notary can leave an organisation themselves:

1. Go to Dashboard → Organisation → [Your Organisation].
2. Click Leave Organisation.
3. Confirm in the dialog.

Leaving is blocked if you have upcoming confirmed sessions booked through the organisation. Complete or cancel those sessions first. All org owners and admins are notified when a member leaves.