Organisations

When you sign up, you can create an organisation and invite your team.

Getting there

To manage your organisation, you can click on the Invite a Team Member button on the home page or click on the Organisation Switcher in the top right navigation bar.

Inviting your team

To invite a team member, navigate to members and click Invite.

Roles and permissions

Paradino has 3 roles:

• Owner, the owner of the organisation. This role is an adviser that manages the subscription and members of the organisation.
• Adviser, a role with full permissions, except for subscription and member management.
• Support, a role without upload recording permissions. This role can view clients and meeting summaries across the organisation and can use insights and create strategies.

Paradino also has a permission that can be set on the organisation for all members within an organisation to share clients and documents. Please reach out to support@paradino.ai to have that enabled.