Skip to main content
Organization admins see an Organization group in Settings (avatar → Settings) alongside their personal settings. Members don’t see this group. Everything here applies to your whole organization.

​
Roles

Merciv has two organization roles:
  • Member — the default role. Members have full use of the product: they can chat, upload files, create trackers, reports, and projects, and share items they own with specific people. They see only the Personal settings group.
  • Admin — everything a member can do, plus organization settings: the organization profile, members and invites, approved email domains, branding, templates, and billing. Admins can also make other members admins, remove members, and share stories organization-wide or publicly.
The organization also has a primary admin (usually its creator), who is guaranteed access to billing and completes the organization’s onboarding. Role changes take effect immediately. No one can change their own role or remove themselves.

​
Organization profile

Edit your organization’s Name, Logo, Mission, Company Size, Industry, and Primary Use Cases. These were first captured during onboarding and are saved for the whole organization.

​
Members

The Members page lists everyone in your organization, with a search box and an Admin Only filter.

​
Inviting people

1

Open the invite dialog

Click Invite Members, enter the person’s work email, and choose a role: MEMBER or ADMIN.
2

Send the invite

The invitation goes to their email. If they already have a Merciv account, the invite is accepted automatically the next time they log in; otherwise it’s applied when they sign up with that address.
3

Manage pending invites

Pending invites are listed on the Members page — you can change an invite’s role or remove it before it’s accepted. Inviting an address that already has a pending invite shows “User Already Invited”; remove the existing invite to re-send. A badge on the page shows how many invites are pending.
Depending on your plan, the invite dialog may also show your personal invite link as an alternative to email invitations.

​
Changing roles and removing members

Each member row has an Admin toggle to grant or revoke admin rights, and a remove action. Removing asks for confirmation: “Are you sure you want to remove this member from the organization?” A removed member can rejoin only with a new invite.

​
Approved email domains

Register your company’s email domains so teammates can join without individual invites — anyone who signs up with a matching work email automatically joins your organization as a member.
  • You can register up to 3 domains, in the form example.com.
  • Removing a domain stops future automatic joins; existing members are unaffected.
Approved email domains are available on select plans. Contact your Merciv representative if you don’t see this section.

​
Branding

Choose the Chart palette used across charts and primary accents. The palette applies to everyone in your organization.

​
Templates

Manage your organization’s content templates. On plans that include image generation, an Image Templates section lets you manage the brand templates used for generated images — see Galleries.
Image templates are available on select plans. Contact your Merciv representative if you don’t see this section.