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Founder Sherpa uses role-based access control to manage who can do what within an organization. Each member has one of three roles: Owner, Admin, or Member.

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Inviting members

Owners and Admins can invite new members:
  1. Go to organization settings
  2. Click Invite Member
  3. Enter the person’s email address
  4. Select a role (Admin or Member)
  5. Click Send Invite
The invitee receives an email with a link to join the organization. Invitations expire after 7 days. You can resend or cancel pending invitations from the organization settings page.

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Accepting an invitation

When you receive an invitation email, click the Accept Invitation link. The system detects whether you already have an account:
  • Existing account — You’ll be prompted to sign in. Your email is pre-filled automatically.
  • New user — You’ll be prompted to create an account. Your email is pre-filled and your account is verified automatically (no separate verification email needed).
After signing in, a notification banner appears at the top of the page where you can accept or decline the invitation. Accepting the invitation immediately grants you access to the organization with the assigned role.
If the invitation has expired, ask your organization admin to resend it from organization settings.

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Role permissions

* Admins can only remove Members (not other Admins or Owners)
** Admins can only change Member roles (not Admin or Owner roles)
*** Owners must transfer ownership before leaving

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Changing a member’s role

  1. Go to organization settings → Members
  2. Find the member you want to update
  3. Select the new role from the dropdown
  4. Confirm the change
You cannot change your own role. Owners cannot demote themselves — transfer ownership first if needed.

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Removing a member

  1. Go to organization settings → Members
  2. Click the remove button next to the member
  3. Confirm removal
Removed members immediately lose access to all organization content.

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Transferring ownership

Owners can transfer ownership to another member:
  1. Go to organization settings → Members
  2. Click Transfer Ownership next to the target member
  3. Confirm the transfer
After transfer, you become an Admin and the new member becomes the Owner.

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Leaving an organization

Members and Admins can leave an organization at any time. Owners must transfer ownership before they can leave.
  1. Go to organization settings
  2. Click Leave Organization
  3. Confirm