Organisation Management

Organisations in NowToPrint are the primary tenant boundary for users, resources, marketplace profiles, membership access, and billing or contract state. A single user can belong to multiple organisations with different role bindings in each.

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Organisation profiles

Technical organisation types can still be personal, company, or supplier, but authorization and marketplace behaviour also use profile information:

Profile	Description	Typical capability family
Buyer	Individual or company buying print	RFQ, quote compare, quote accept, order tracking
Supplier	Print shop or production vendor	RFQ inbox, quote create, order lifecycle, supplier capabilities
Broker / Agency	Acts on behalf of customers	Buyer plus selected supplier workflows
Vendor	Material or equipment vendor	Future vendor marketplace
Service Provider	Service supplier	Future service marketplace

Personal account

• Created automatically when you register
• Works in the background without requiring configuration
• You can join a Company, Supplier, Broker/Agency or other organisation profile later

Company account (Buyer)

• For businesses that order print
• Role-based access for your team
• Shared documents and projects
• Membership and effective entitlement at organisation level

Supplier account

• For print shops and production partners
• Marketplace visibility and RFQ response workflows
• Quote, order, production, payout, and supplier capability controls

Note: A user can hold a personal account while also being a member of one or more organisations.

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Organisation roles

Launch-safe organisation role templates are:

Role	Description	Key permissions
👑 Owner	Organisation owner	Members, settings, billing, critical management
🔧 Admin	Organisation manager	Member management, settings, operational management
⚙️ Operator	Daily operations user	RFQ, quote, order, or production actions by profile
💳 Finance	Finance user	Billing and payment visibility/actions
👁️ Viewer	Read-only	View-only access

See the User Roles article for role, permission, and capability details.

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Membership and entitlement relationship

Organization membership establishes the tenant boundary; role permissions and the current effective entitlement snapshot determine each action. Legacy package labels never grant authority.

• Print Customers begin with baseline purchasing capabilities.
• Producer Candidates retain baseline customer capabilities while producer actions remain closed.
• Verified, Expert, and Strategic Producer authority is activated only by the reviewed, time-bounded membership lifecycle.
• A persisted plan name or visible label cannot override an expired, revoked, tenant-mismatched, or otherwise denied grant.

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Creating an Organisation

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Managing Members

Adding a member

1. Expand the organisation row by clicking the ▼ button
2. Click "Add member"
3. Enter the email address and select a role template
4. Click "Add"

Tip: If the email address is not yet registered, the member is added as "pending" and receives an invitation email.

Changing a role

Select the new role from the role dropdown next to the member's name.

Removing a member

Click the ⋮ menu next to the member and choose "Remove".

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Add-on and legacy package note

Older add-on package language is no longer the canonical access model:

Legacy phrase	Current model
Supplier Pack	Supplier capability family
MIS Pack	Supplier order lifecycle / production capabilities
CRM Pack	Customer/lead permissions and future capability set

This keeps commercial packaging and authorization decisions on the same SSOT.

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Previous: ← User Roles | Next: First Order →