Teams

A team lets colleagues share one set of contracts. In Renewly a team is called an organisation. Everyone in it works in the same workspace, and each person has a role that decides what they can do.

Creating a team

1. Click the workspace switcher (your workspace name at the top of the screen).
2. Click Create Team.
3. Type your Organisation Name, for example your company name.
4. Click Create Team to finish.

You can also start from Settings → Team, which shows a Create Team button if you are not in a team yet. Whoever creates the team becomes its Owner.

Each account can own one organisation. You can still be invited into other people's organisations.

Inviting members

Owners and admins can invite colleagues:

1. Go to Settings → Team.
2. Click Invite member.
3. Type the person's Email Address.
4. Choose a Role: Viewer, Member or Admin (explained below).
5. Click Send Invitation.

The person gets an email with a link to join. If they already use Renewly they join straight away; if not, the link helps them create an account first.

Domain validation

You can only invite email addresses that use your organisation's email domain (the part after the @, such as yourcompany.com). The invite form tells you if an address does not match. You also cannot invite someone who is already a member.

Roles & permissions

Each person in a team has one role:

Owner

• The person who created the team. Can do everything an admin can, plus a few owner-only things: switching department-scoped visibility on or off, and deleting the organisation.
• Always sees every contract.
• Cannot be removed, and the owner's role cannot be changed. Handing ownership to someone else is not possible yet.

Admin

• Sees every contract in the organisation.
• Can upload, edit and delete contracts.
• Can invite people, change their roles and remove them.
• Can manage workspace settings and departments.

Member

• Can upload, edit and tag contracts, but cannot delete them.
• Cannot invite or manage other people, or change workspace settings.
• If your workspace uses department-scoped visibility, only sees contracts in their own department(s).

Viewer

• Can read contracts. Can approve or reject requests on contracts they can see when the approval rule allows members to decide.
• Can see contract details, what Renewly found in each contract, and analytics.
• Cannot upload, edit or delete contracts, or manage other people.
• If your workspace uses department-scoped visibility, only sees contracts in their own department(s).

Managing members

Owners and admins manage people from Settings → Team:

• Change a role: pick a new role from the list next to the person's name (Admin, Member or Viewer).
• Remove someone: click Remove next to their name and confirm. They lose access to the team's contracts straight away.

Switching workspaces

If you belong to more than one organisation, use the workspace switcher at the top of the screen:

• Click it to see all your workspaces.
• Choose the one you want.
• Contracts, analytics and settings change to show that workspace.

Team settings

Everyone in a team can open Settings → Team to see who is in it. Owners and admins can also:

• send new invitations
• see Pending Invitations, and resend or cancel them
• change roles
• remove people

Members, admins and viewers can leave a team from the same page with Leave Organisation. They lose access to its contracts. If they belong to another organisation, Renewly switches to that workspace. Their personal workspace returns when they have left all organisations.

Invitation system

• 7-day expiry: an invitation link stops working after 7 days if nobody accepts it.
• Resending: you can click Resend up to 3 times per invitation, with at least 5 minutes between resends.
• Existing Renewly users: can accept and join the team straight away.
• New users: the link takes them through creating an account, then adds them to the team.

Contract sharing

Contracts added to an organisation workspace are shared with the team:

• By default, everyone in the organisation can see every contract.
• If department-scoped visibility is switched on, members and viewers only see contracts in their own departments. Owners and admins still see everything.
• Owners, admins and members can add and edit contracts. Viewers can only read them.
• Analytics and renewal alerts follow the same visibility rules.

Tier limits

Every plan includes team access with no extra charge per person. What changes by plan is how many people can join the workspace:

Free

• Up to 3 seats
• All core team features

Starter

• Up to 3 seats
• All core team features

Business

• Up to 10 seats
• Adds alert routing, Slack notifications and Activity Log export

Enterprise

• Seats agreed with you
• Setups for more than one company can be arranged

Seat numbers match the pricing page. Need more seats? See Account settings for how to upgrade.