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The Organization is the workspace your team shares. Grids, datasets, and agents are scoped to it. Anyone with an account in your Organization can see and act on the same data. Open it from Settings → Organization in the sidebar.

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Company name

Set the company name that shows up on generated artifacts (Pricing Strategy decks, exports). Edit it on the Organization settings page. The Pricing Strategy agent reads this name for the deck cover and narrative, so set it before running the agent on a freshly provisioned Organization.

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Organization-level defaults

Some settings live at the Organization level so they apply consistently to all teammates:
  • Default currency - falls back here when a product or transaction row doesn’t specify a currency. See Currency.
  • Default timezone - used in Runs timestamps and scheduled jobs.

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Team members

The Organization is shared across the people you invite. Each teammate has their own Account but works inside the same Organization. The Users table on the Organization page shows everyone in your Organization with their role, email, and last-active timestamp. From here you can invite new teammates, change a teammate’s role, and remove a teammate who has left.

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Invite a teammate

  1. Open Settings → Organization.
  2. Click Invite user in the top-right of the Users table.
  3. Enter the teammate’s email and pick a role (see roles below).
  4. Send the invite.
The teammate receives an email with a link to set up their account and pick a sign-in method (Google or email). Until they accept, the row shows them as Pending.

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Roles

Retailgrid has two customer-facing roles inside an Organization:
RoleWhat they can do
AdminEverything a member can do, plus invite and manage teammates, manage Organization defaults, and delete datasets.
MemberCreate and edit grids, run agents, upload and replace datasets, build dashboards.
Most teammates are Members. Keep the Admin role small - typically the founder, the analytics lead, and a backup.

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Change a teammate’s role

  1. Find the teammate’s row in the Users table.
  2. Open the three-dot menu and choose Change role.
  3. Pick the new role and confirm.
You can’t change your own role to Member if you’re the only Admin. Promote another teammate to Admin first.

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Remove a teammate

  1. Find the teammate’s row in the Users table.
  2. Open the three-dot menu and choose Remove.
  3. Confirm the action.
When you remove a teammate:
  • Their account loses access to your Organization immediately.
  • Their grids, saved views, and dashboards stay in the Organization and remain visible to remaining teammates.
  • Their historical runs are preserved with their name attached - the audit trail is intact.
If a teammate has only forgotten their password rather than left the team, ask them to use the password-reset flow on the sign-in page rather than removing and re-inviting them.