Team & Organization

Crellus organizations let brokerage teams collaborate on pitch decks with shared templates, projects, and settings.

Understanding Organizations

An organization in Crellus represents your brokerage or team:

• Shared workspace for all team members
• Centralized template library
• Role-based access control

Organization Roles

Each member has a role that determines their permissions:

Owner

• Full administrative access
• Can invite and remove members
• Can change member roles
• Can transfer ownership

Member

• Create and edit pitch decks
• Upload and use templates
• View team members
• Access shared resources

Getting Started

Creating an Organization

When you first sign up for Crellus:

1. Complete the onboarding process
2. Enter your brokerage name
3. An organization is automatically created
4. You become the organization owner

Joining an Organization

To join an existing organization:

1. Receive an invitation email from a team admin
2. Click the invitation link
3. Sign up or sign in to Crellus
4. Accept the invitation

Managing Your Team

Accessing Team Settings

1. Click "Manage Team" in the sidebar
2. Or go to Settings → Team
3. View all team members and pending invitations

Workspace Switching

If you're part of multiple organizations:

• Use the workspace switcher in the sidebar
• Each workspace has separate projects and templates
• Your role may be different in each organization

Shared Resources

Organization members share:

• Templates - All uploaded templates are available to the team
• Brokerage Info - Saved brokerage details are shared