Organisations & teams

An organisation is a shared workspace for a team. Creating one needs a Pro Team or Business plan; see Plans & capabilities for what each includes.

Finding organisation settings

Open the menu on your organisation’s name, beside the NexusPlan logo at the top of the dashboard, and choose Organization settings. The same link is at the top of the account menu (your initial, top right), and beside your organisation’s tab on the projects page.

Settings open on an Overview: your plan, seats, and a short checklist of anything still to set up. Each part has its own page in the sidebar:

• Members — invite colleagues to collaborate on projects. Pro Team covers up to 5 users, counting the owner; Business includes 15, then charges per extra user.
• Company details — your trading name, legal name, registration numbers, contact details and address, as printed on quotes.
• Branding — your logo, colour and tagline on client documents and share links, with a live preview (Business).
• Quoting — tax, markup, labour rate, installation hours and quote terms, with a worked example that updates as you type.
• Device catalogue — your own price for the devices you install, used on every quote (Business).

Admins can change these; members see them read-only. Changes are saved with the Save changes bar that appears at the bottom of a page once something has changed.

Leaving or deleting an organisation

A member can leave from the bottom of the Members page. The owner can’t leave, but can transfer ownership to another member, or delete the organisation. Deleting it moves all of its projects into the owner’s personal projects, removes everyone else’s access and deletes the company details, branding, quoting settings and device prices. It can’t be undone, and it doesn’t cancel your subscription.