Organisations

An organisation is an independent Kanera space with its own people, roles, workspaces, standalone boards, settings, plan, billing, and storage. One user account can belong to several organisations, so you do not need a separate login for each team, company, client, community, or personal space.

Only one organisation is active in the main Kanera shell at a time. Switching changes the work and administration settings shown in the sidebar. Global Work can still bring together cards from every organisation and guest board your account can access.

Switch organisations

Open your user menu at the bottom of the sidebar. The Organisations section lists every active organisation membership for your account. The check marks the active organisation, and unread counts show where notifications are waiting.

Select another organisation to switch to it. Kanera reloads the shell with that organisation's work, permissions, plan, settings, and sidebar preferences.

Your role can differ between organisations. For example, you can own a personal organisation, be an admin in one team, and be a member in another.

Create another organisation

1. Open your user menu.
2. Select Create organisation.
3. Enter the organisation name.
4. Select Create organisation.

Kanera creates an independent organisation, makes you its owner, switches to it, and opens onboarding. Choose a standalone board or workspace to create its first work, or select Skip for now to continue to an empty Home and decide later.

On Kanera Cloud, each organisation has its own plan and billing. On a self-hosted installation, the organisation is still an independent access and administration boundary even though the operator controls the deployment.

Join an organisation

An organisation admin creates an invitation from Settings -> Organisation -> Users. The invitation sets your organisation role and can grant access to selected workspaces. It can be given an expiry date and revoked before acceptance.

If you receive an invitation link:

1. Open the link and sign in with your existing Kanera account, or create an account if you do not have one.
2. Review the organisation name and role.
3. Select Join.

You can also join from inside Kanera:

1. Open your user menu.
2. Select Join organisation.
3. Paste the full invitation link or its invite token.
4. Select Continue, review the invitation, and accept it.

Accepting an invitation keeps your existing identity and other organisation memberships. Kanera switches to the organisation you just joined. The invitation must be active, use an available seat where the plan requires one, and match the invited email address when an email restriction is present.

Invite someone as a member

Organisation owners and admins can create membership invitations from Settings -> Organisation -> Users:

1. Choose the organisation role: Member or Admin.
2. Select at least one workspace and choose the person's role in each one.
3. Choose when the invitation expires.
4. Create and copy the invitation link.

The recipient can accept with an existing Kanera account even when that account already belongs to another organisation. Membership is different from guest access: a member joins the organisation and can receive workspace membership, while a guest remains external and can access only explicitly granted boards.

Rename your organisation or change its logo

Organisation owners and admins can change the organisation name and logo in the Organisation name and logo section at the top of Settings -> Organisation -> General. Edit the name and select Save, or upload a PNG, JPEG, WEBP, or SVG logo of up to 2MB. Rectangular wordmarks work best. Both changes apply only to the active organisation.

Show or hide Portfolio

Portfolio rolls up card counts, delivery health, and activity across every board a member can see. Some teams prefer not to have that view, so organisation owners and admins can turn it off:

1. Open Settings -> Organisation -> General.
2. In the Portfolio section, clear Show Portfolio.

The change saves immediately and applies to everyone in the active organisation, on Kanera Cloud and self-hosted. Portfolio disappears from the sidebar, search, the board overview, and the G, then P shortcut, and opening /portfolio returns to Home. Other members see the change the next time their session refreshes. Select Show Portfolio again to bring it back.

Hiding Portfolio only removes it from Kanera's navigation. It does not change what anyone can access: My Cards, Team Cards, and AI agents using work.portfolio_summary work as before.

Understand the boundaries

Setting or resource	Scope
Organisation role	Separate for each organisation membership.
Workspaces and standalone boards	Owned by one organisation.
Plan, billing, seats, and storage	Managed per organisation on Kanera Cloud. Owners and admins can review and clean up storage on any deployment.
Organisation settings and users	Apply only to the active organisation.
AI agent access	Set per organisation on Kanera Cloud. The AI agent policy of the organisation that owns a board applies to everyone's agents on it, guests included.
Portfolio visibility	Shown or hidden per organisation by its owners and admins.
Sidebar layout preferences	Remembered separately for each organisation.
Profile, password, and authenticator	Belong to your user identity and follow you across memberships.
Global Work	Can show permitted work across organisations and guest boards.

Removing someone from one organisation removes their access to that organisation's work. It does not delete their identity or remove their memberships in other organisations.

What to read next

• Managing Users
• Roles and Permissions
• Workspace Users
• Guests
• Account Access and Sign-In
• First-Time Setup