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An organisation is your company's shared space in Nutcracker. The plan is subscribed per organisation, and the pipeline, labels, bids, company documents and conversations belong to it. This guide covers setting one up, inviting your team and who can do what.
How do I create an organisation?#
- 1
Sign in and open Organisation (/team).
- 2
Under Found an organisation, enter the Organisation name, for example "Example Construction Ltd".
- 3
Click Found organisation. You become its Owner.
If your company already has one, don't create a second. Ask an admin to invite you, so you share one pipeline and one plan.
How do I invite colleagues?#
- 1
On /team, go to Invite people.
- 2
Enter the colleague's Email address and click Send invitation.
- 3
They get an e-mail with a link that works for 30 days. Without an account they create one and join automatically. Existing users also see an invitation banner and can Accept or Decline.
Pending invitations are listed under Pending invitations, where admins can Revoke them.
- Link validity
- 30 days.
- Daily cap
- 20 invitations per organisation per rolling 24 hours.
- Trial without a card
- up to 5 people, pending invitations included.
- Before inviting
- verify your own e-mail address.
Roles: Owner, Admin and Member#
| Owner | Admin | Member | |
|---|---|---|---|
| Pipeline work, comments, tasks, bids | ✓ | ✓ | ✓ |
| Propose go/no-go | ✓ | ✓ | ✓ |
| Decide go/no-go | ✓ | ✓ | – |
| Invite and remove people, change roles | ✓ | ✓ | – |
| Manage billing and buy credits | ✓ | ✓ | – |
| Upload company documents | ✓ | ✓ | – |
| Delete pipeline items | ✓ | ✓ | – |
Change someone's role with Make admin or Make member. The owner can't be removed.
Several organisations#
You can belong to more than one, for example your own company and a partner's for a joint bid. The active organisation decides which pipeline, bids and conversations you see. Switch on /team or on your profile.
A person has Pro when any of their organisations has Pro or Business.
Leaving and removing#
Leave organisation on /team removes you.
Admins can Remove a member.
Seats follow the number of members automatically, and added or removed members are prorated.
Sharing tenders and messaging#
Share with colleagues#
On any tender card or notice page, click Share with colleagues (Pro), pick colleagues, add a note and send. It starts a conversation with the tender attached.
Messages#
Messages (/messages) holds your conversations. Start one with New conversation and use Add people to bring others in.
Messages are end-to-end encrypted: only the people in the conversation can read them, not even Nutcracker. On first use you choose a messaging PIN of at least 6 digits. Each new device or browser asks for it once.
Comments vs messages#
Pipeline comments are different: everyone in the organisation sees them, they aren't end-to-end encrypted and new colleagues see the history. Use comments for bid work and messages for private discussion.
Frequently asked questions
What can admins do that members can't?
Admins invite and remove people, change roles, manage billing, make go/no-go decisions, delete pipeline items and upload company documents. Members do everything else.
How long does an invitation link work?
30 days. Admins can revoke a pending invitation at any time.
Can I belong to more than one organisation?
Yes. The active organisation, which you switch on /team or your profile, decides whose pipeline, bids and conversations you see.
What happens if I forget my messaging PIN?
Nobody can recover it. Setting a new PIN creates a new key, and old messages can no longer be read.
Put it into practice
Search open tenders across Europe and save your searches to get new ones by email.