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Orchard provides comprehensive team collaboration features. You can invite team members to organizations and workspaces, each with specific roles that control what they can access and modify.

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Permission Hierarchy

Orchard uses a two-level permission system: 
Organization Level
├── Owner (full control)
├── Admin (manage members and settings)
└── Member (basic access)

Workspace Level
├── Admin (full workspace control)
├── Editor (create and modify deployments)
└── Viewer (read-only access)

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Organization Roles

RoleDescriptionPermissions
OwnerFull organization controlAll permissions, including deletion
AdminOrganization managementManage members, settings, workspaces
MemberBasic membershipAccess invited workspaces only
Organization members must be explicitly invited to workspaces. Being an organization member doesn’t automatically grant workspace access (except for admins and owners).

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Workspace Roles

RoleDescriptionPermissions
AdminFull workspace controlManage members, all projects, settings
EditorActive contributorCreate, modify, delete deployments
ViewerRead-only accessView deployments, logs, and settings

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Inviting to an Organization

1

Navigate to your organization

Open the organization you want to manage.
2

Go to Members

Click on Members or Settings → Members.
3

Click 'Invite Member'

Click the invite button.
4

Enter details

  • Email: The person’s email address
  • Role: Choose Owner, Admin, or Member
5

Send invitation

Click Invite. They’ll receive an email with a link to join.

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Invitation Expiry

Organization invitations expire after 7 days. If an invitation expires:
  1. Go to the pending invitations list
  2. Click Resend to send a new invitation

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Pending Invitations

You can view and manage pending invitations:
  • View pending: See all invitations that haven’t been accepted
  • Resend: Send a new email for expired or missed invitations
  • Cancel: Revoke an invitation before it’s accepted

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Inviting to a Workspace

1

Navigate to your workspace

Open the workspace you want to manage.
2

Go to Members

Click on Members in the workspace settings.
3

Invite a member

Select an organization member or enter an email address.
4

Choose a role

Select Admin, Editor, or Viewer.
5

Send invitation

The member will be notified and can access the workspace immediately.

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Accepting Invitations

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From Email

1

Check your email

Open the invitation email from Orchard.
2

Click 'Accept Invitation'

Click the link in the email.
3

Sign in or create account

If you don’t have an Orchard account, you’ll be prompted to create one.
4

Access granted

You’ll be redirected to the organization or workspace.

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From Dashboard

If you’re already signed in and have pending invitations:
1

View pending invitations

A modal will appear showing your pending invitations when you log in.
2

Review invitation details

See who invited you and what role you’ll have.
3

Accept or decline

Click Accept to join or Decline to reject the invitation.

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Managing Members

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Changing Roles

To change a member’s role:
1

Go to Members

Open the organization or workspace member list.
2

Find the member

Locate the member whose role you want to change.
3

Update role

Click on their current role and select a new one.

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Removing Members

To remove a member:
1

Go to Members

Open the organization or workspace member list.
2

Find the member

Locate the member you want to remove.
3

Remove

Click the remove button and confirm.
Removing a member from an organization also removes them from all workspaces in that organization.
Organization owners cannot be removed. To change ownership, the owner must transfer it to another admin first.

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Permission Details

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What Each Role Can Do

  • All admin permissions
  • Delete the organization
  • Transfer ownership
  • Cannot be removed

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Transfer Ownership

To transfer organization ownership:
1

Go to organization settings

Navigate to Settings → Danger Zone.
2

Transfer ownership

Click Transfer Ownership.
3

Select new owner

Choose an admin to become the new owner.
4

Confirm

Confirm the transfer. You’ll be demoted to admin.
Ownership transfer is immediate and cannot be undone without the new owner’s consent.

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Best Practices

Give members the minimum role needed for their tasks. Start with Viewer and upgrade as needed.
Use different workspaces for production and staging. Give broader access to staging and restrict production.
Periodically review member lists and remove people who no longer need access.
Name workspaces clearly (Production, Staging, Development) so access decisions are obvious.
Keep a record of why certain people have elevated access for audit purposes.

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Email Notifications

Members receive email notifications for:
  • Organization invitations
  • Workspace invitations
  • Role changes
  • Removal from organization or workspace
Email notifications are sent automatically. Make sure members check their spam folder if they don’t receive invitations.

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Troubleshooting

If someone doesn’t receive their invitation:
  1. Check their spam folder
  2. Verify the email address is correct
  3. Resend the invitation from pending invitations
  4. Have them check pending invitations in their dashboard
If a member can’t access a workspace:
  1. Verify they’re invited to the specific workspace
  2. Check their workspace role
  3. Ensure they’ve accepted the organization invitation first
Organization owners cannot be removed. To change ownership:
  1. Have the owner transfer ownership to another admin
  2. Then the former owner can be removed or have their role changed

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Next Steps

Organizations

Learn more about organization management

Workspaces

Understand workspace structure and permissions