Organisation & Team
Branches, members, roles and invitations — everything about your workspace's structure.
Aidealy organisations can have multiple branches (locations, business units, brands) and multiple members with different roles. This category covers how to structure your workspace and manage who can do what.
In this section
Work through these articles to set up and run your team:
- Manage branches — see all your branches in one place and understand how Headquarters fits in.
- Add a new branch — create a sub-unit for a city, business unit or brand.
- Edit a branch profile — update details, mark as HQ or favourite, regenerate the AI profile.
- Roles and permissions — what Owners, Admins and Members can each do.
- Manage team members — view, edit access, remove from a branch or from the organisation.
- Send and manage invitations — invite by email, resend, or revoke pending invitations.
Start with branches if you have more than one location
If your organisation runs from multiple offices or product lines, set up the branches first. You can then assign members and Lead Lists to the right branch from day one.
In this section
Manage branches
Branches let you separate teams or locations under one organisation.
Add a new branch
Admins can add new branches to mirror real-world structure.
Edit a branch profile
Update branch details, set it as HQ, mark as favourite, or regenerate its AI profile.
Roles and permissions
Owner, Admin, Member — what each role can do.
Manage team members
View, edit access, remove from branches, or remove from the organisation entirely.
Send and manage invitations
Invite by email, resend, or revoke a pending invitation.