When you sign up with Pie, you get your own default Pie Organization. All workspaces and their projects and recipes live under the Organization object in Settings/Workspaces page.
You are automatically the Organization Admin of your own organization. When you create a new organization, you will also become its Organization Admin.
The Organization Admin has the power to
- create, delete, and manage workspaces
- manage their organization's Pie billing plans
- assign others to also have the organization admin permission
- remove others from the organization admin permission
- assign and remove workspace admins
- assign which workspace admins have the Billing Rates and Internal Rates permission and the power to assign those rates permissions to others
How to assign another Organization Admin
- Go to your Settings Workspace page by clicking your upper left avatar and selecting Workspaces.
- First check if you are the organization admin for the organization. The organization bar would have "Me" as the name on the bar. If it has another person's name without the "Me", then you are not the organization admin. Another way to check is to click on the people icon on the organization bar's icon menu to open up the page to show the organization admins.
- Important to know: Assigning another person as an organization admin will give them the same full super powers as you, which includes the ability to remove you from the organization.
- Hover over the organization bar and click the people icon. This will popup a blue "Org Admins" warning box stressing not to assign team members here except only those who you want to give admin powers as an Organization Admin. Click Ok to close that warning.
- In the Search or Add People search field, enter the email of the person you want to add as an additional organization admin and hit enter to add a new person or select their name from the dropdown if they are already in the Pie system.
- That's it!
How to remove an Organization Admin
- Go to your Settings Workspace page by clicking your upper left avatar and selecting Workspaces.
- Hover over your organization bar and click the person icon or click on "Me" to open the assignment window.
- Click on the person's bar who you want to remove and click the Remove button in the upper right of the expanded window.
- Type "remove" in the field asking you to verify you want to remove and then submit.
- As Pie removes this person, Pie will also send a courtesy email notice to that person letting them know they were removed.
How to remove yourself from the Organization Amin permission
Once there is one other person besides you who is an Organization Admin, you can then remove yourself from that permission if you need to. See the step above on how to add a person.
- Once you get to your organization bar people list view showing you and the other organization admin person(s), click your name bar to expand it.
- Click the remove button in the upper right of the expanded bar.
- Type "remove" in the field asking you to verify you want to remove and then submit.
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