Creating an Organisation
Learn how to create an organization in CoLoop to establish a shared team space for collaborative qualitative projects. Follow step-by-step instructions to set up your organization, invite team members, manage roles, and optimize workspace settings for seamless project collaboration.
Creating an Organisation will create a new shared team space that you can use to share projects for collaborative projects. Double check with your team whether you have an organisation already before setting one up!
Organisation setup
To set up an Organisation click on the dropdown in the top left titled “Personal Workspace”
The ‘slug’ is just an autogenerated string that will appear in URLs for projects for your Organisation workspace. You can ignore it.
Click Create Organisation then enter a name and upload an icon (optional)…
Invite some team members to your new Organisation, don’t worry you add more later. When adding additional researchers to your Organisation set their role to either ‘member’ or ‘admin’. Admins can add, remove people and manage the Organisation. Members cannot.
Once you hit confirm, these team members will receive an email inviting them to join the Organisation.
That’s it! You’ve now created an Organisation with a share workspace. You can toggle back and forth between your Personal Workspace and Organisation in the top left. Any projects created here will be shared with members of the Organisation.
Click on “Manage Organization” to update your Organisation, add or remove team members or update the logo.