Setting up your organisation
Updated 25 October 2026
Invite your team and turn on the organisation settings your modules need.
Open Manage Organisation in the sidebar. Use the tiles that match the modules your organisation has. Each section below points at the article with the steps.
Invite your team
Open Team & Access.
| Permission | What they can do |
|---|---|
| Owner | Full control, including Transfer ownership. Exactly one per organisation. |
| Admin | Change org settings, see all projects, create and delete projects, manage members. Cannot change someone's permission after they join. |
| User | Work on projects they belong to and create projects. Cannot open Manage Organisation. On a project they belong to, they can change settings unless their access is read-only. |
| Viewer | Read-only on projects they belong to. Cannot open Manage Organisation. |
| Viewer Admin | Read-only across all projects and org settings. |
Job titles on a member card are display-only. See Team and access to invite someone, resend an invitation, deactivate a member, or add them to a project.
Upload SOPs and insurances
Open Compliance & Credentials. Upload the SOPs, insurance policies and certifications that apply across every project. See Compliance and credentials.
Insurance that belongs to one job is added on that project. See Manage documents and insurance.
Add your logo and notice templates
Open Customisation. Upload the organisation logo and, when Document templates is on, the notice layouts agents use. See Branding and templates. Do this before the team generates formal correspondence.
Set contract benchmarks
Open Contract Benchmarks when Pre-Execution, Post-Execution, or both are on. Record the commercial positions DAIV checks on contracts you receive and subcontracts you issue. See Set up contract benchmarks.
When Standard clauses is enabled, save the wording reviewers insert into amendments and departure responses. See Standard clauses.
Set Pre-Execution approvals
Open Pre-Execution Settings when Pre-Execution is on. Choose whether a review needs project manager review and final approval, and who approves. See Pre-Execution settings.
Set agent and reviewer defaults
Open Post-Execution Settings when Post-Execution is on. Set which agent types are available, the default reviewers, and limits of authority. Teams still approve agents on each head contract before anyone can start a run. See Agents and reviewers.
Other tiles
You may also see:
- Legislation library — browse the legislation a legislation scan can use. You don't upload it.
- Deleted items and activity log — restore recently deleted items, and see who changed what.
- Procore — connect from Integrations when that module is on.
- OneDrive and SharePoint — shows in the file chooser when Microsoft file picking is enabled. There is no organisation toggle.
A tile is greyed out
That module is not enabled for your organisation. Hover the tile for the message, or ask your account manager to turn it on. You can set up Pre-Execution, Post-Execution, or both.