Organization Management

Set up your organization, invite members, assign roles, create workspaces, and enforce security policies.

Organization Management lets firm administrators configure the team structure, control access, and enforce security policies across the entire Irys One deployment.

Setup wizard

When you first create an organization, a guided wizard walks you through the essentials:

1

Name and branding

Enter your organization name and upload a logo. The logo appears on the dashboard and in exported documents if configured.

2

Invite members

Add team members by email address. You can invite individually or upload a CSV file for bulk invitations.

3

Assign roles

Assign each member a role that controls their permissions within the platform.

Member management

Action
How

Invite

Send individual email invitations from the Members tab.

Bulk invite

Upload a CSV file with columns for name, email, and role to onboard an entire team at once.

Role assignment

Assign roles such as Admin, Attorney, or Paralegal. Roles determine access to billing, organization settings, and administrative features.

Active / Inactive

Deactivate a member to revoke access without deleting their account. Reactivate at any time.

Workspaces

Create workspaces to organize members by practice group, office, or project team. Workspaces can have their own shared Matters, templates, and document libraries so teams stay organized without interfering with each other.

Security policies

SSO enforcement

Enable Single Sign-On (SSO) so members authenticate through your firm's identity provider. Once enforced, password-based login is disabled for all members.

IP restrictions

Restrict access to Irys One to a set of approved IP addresses or ranges. Users attempting to log in from outside the allowed range will be denied access.

circle-exclamation

Need help?

Contact our support team at [email protected]envelope for assistance.

Last updated