Bring your team into 53° and give each person the role that fits their work. A role decides what someone can see and change, so an outside collaborator can join the conversation without touching your sales pipeline.
Before you start
Inviting people, changing roles and removing members happen in organisation settings, which only owners and admins can open.
Invite someone
- Select your organisation's name at the top of the sidebar and choose Manage organisation.
- Open Members.
- Under Invite a teammate, enter their email address.
- Pick a role: Admin, Manager, Member or Guest. It starts on Member.
- Choose Invite.
They get an email with a link to join. The invitation shows under Pending invitations with the days it has left.
Accept an invitation
- Open the link in the invitation email.
- If you're not signed in, choose Sign in to continue, or Create an account if you're new to 53°. Use the email address the invitation was sent to.
- Choose Accept invitation.
Already signed in to 53°? Your invitations also wait in the organisation menu: select your organisation's name at the top of the sidebar, open Invitations and choose the organisation to join.
When someone joins, owners and admins get a notification.
Resend or cancel an invitation
An invitation lasts 14 days. Under Pending invitations:
- Choose Resend to send the email again. This restarts the 14 days.
- Choose the × beside it to cancel it. The link stops working.
Once an invitation runs out, it drops off the list and can't be accepted. Invite them again to send a fresh one.
Change someone's role
- In Members, find the person.
- Choose a new role from the picker on their row.
The change takes effect straight away. Owners and admins can change roles. You can't change your own role, or the owner's.
Make someone else the owner
An organisation has one owner. Only the owner can hand it over.
- In Members, choose Make owner on the person's row.
- Choose Make owner to confirm.
They get full control, including deleting the organisation, and you become an admin.
Remove a member
- In Members, choose the × on the person's row.
- Choose Remove to confirm.
They lose access straight away. Any project they lead passes to an owner, their personal projects are deleted, and deals assigned to them become unassigned. You can invite them back, but that won't restore what was deleted. Only the owner can remove members.
What each role can do
| What | Owner | Admin | Manager | Member | Guest |
|---|---|---|---|---|---|
| Reply, react and send direct messages | ✅ | ✅ | ✅ | ✅ | ✅ |
| See Mission Control (what they've been added to) | ✅ | ✅ | ✅ | ✅ | ❌ |
| See public projects, and tasks, docs and files outside a project | ✅ | ✅ | ✅ | ✅ | ❌ |
| Use General and public chat rooms without being added | ✅ | ✅ | ✅ | ✅ | ❌ |
| Use Brain Space and the Planner, and read the activity logs | ✅ | ✅ | ✅ | ✅ | ❌ |
| Create tasks anywhere, create docs, upload files | ✅ | ✅ | ✅ | ✅ | ❌ |
| See contacts | ✅ | ✅ | ✅ | ✅ | ❌ |
| See deals, create deals and edit the ones assigned to them | ✅ | ✅ | ✅ | ✅ | ❌ |
| Lead a Mission as its Captain | ✅ | ✅ | ✅ | ✅ | ❌ |
| Connect Google Calendar, Drive and Contacts | ✅ | ✅ | ✅ | ✅ | ❌ |
| Add, edit, merge, delete and export contacts | ✅ | ✅ | ✅ | ❌ | ❌ |
| Edit anyone's deals, manage proposal templates | ✅ | ✅ | ✅ | ❌ | ❌ |
| Create projects, edit any project, manage project templates | ✅ | ✅ | ✅ | ❌ | ❌ |
| Open Reports | ✅ | ✅ | ✅ | ❌ | ❌ |
| Create and edit automations | ✅ | ✅ | ✅ | ❌ | ❌ |
| Edit other people's tasks, delete tasks with no assignee | ✅ | ✅ | ✅ | ❌ | ❌ |
| Delete other people's tasks, edit or delete their docs and files, see private projects | ✅ | ✅ | ❌ | ❌ | ❌ |
| Create chat rooms | ✅ | ✅ | ❌ | ❌ | ❌ |
| Change organisation settings, branding, tags and pipelines | ✅ | ✅ | ❌ | ❌ | ❌ |
| Invite people and change roles | ✅ | ✅ | ❌ | ❌ | ❌ |
| Remove members and hand over ownership | ✅ | ❌ | ❌ | ❌ | ❌ |
| Set the Moonshot | ✅ | ❌ | ❌ | ❌ | ❌ |
| Delete the organisation | ✅ | ❌ | ❌ | ❌ | ❌ |
What a guest can do
A guest is someone from outside, such as a client or a contractor, brought in for particular work. They see what you add them to and nothing else:
- Projects: only the ones they've been added to, whether private or public. They can't create projects or lead one.
- Tasks: the tasks in those projects, and any task assigned to them. They can read them and comment on them, but can't add, edit, move or delete tasks.
- Docs and files: they can read the ones attached to work they can see. They can't create, edit or upload.
- People: when they pick or mention someone, they see the people on their projects, without their email addresses.
- Chat: the chat of a project they're on, the comments on tasks they can see, any room they've been added to, and direct messages. They don't see General or other rooms.
- Not available: Brain Space, Mission Control and the Moonshot, the Planner, the activity logs, contacts, deals and reports.
Switch organisation
If you belong to more than one organisation:
- Select your organisation's name at the top of the sidebar.
- Choose Switch organisation, then the organisation you want.
To start a new one, choose Create new organisation from the same menu.
Good to know
- Your role shows under your organisation's name at the top of the sidebar.
- Moving someone down to Guest stops their Google Contacts sync for that organisation. If no other organisation they belong to lets them use integrations, their Google connections are removed too. Moving them to Member means their Google Contacts sync keeps only the people assigned to them, not everyone.
- If you own an organisation, you need to hand over ownership or delete it before you can delete your own account.