Organizations & Permissions
Every user on Distancer.ai belongs to at least one organization. Organizations are how the platform manages access, roles, and permissions.
How Organizations Work
When you create a Distancer.ai account, a new organization is automatically created for you. You become the administrator of that organization with full permissions.
By default, every organization is a customer organization — it represents users who browse, purchase, and use products and services on the platform. A customer organization does not have a Business Project.
Any organization can create a Business Project, which turns it into a provider organization — one that offers goods or services to other users on the platform. An organization can be both a customer and a provider at the same time.
- Any user can register additional organizations, becoming the admin of each
- A user can belong to multiple organizations simultaneously
- Each organization has its own members and permissions
Inviting Members
An administrator (or any member with the Manage Organization permission) can invite new members:
- Navigate to your organization settings
- Click Invite User
- Enter the new member’s email address
- Select which permissions to grant
The invited user receives an email with instructions to accept the invitation. If they don’t have a Distancer.ai account yet, they’ll be prompted to create one.
Important: You can only grant permissions that you yourself have. If you don’t have the Manage Meetings permission, you cannot grant it to someone else.
Permission Levels
Permissions are organized into three categories: Organization, Customer, and Provider. This structure lets you give team members exactly the access they need — nothing more.
Organization Permissions
Control who can view and manage the organization itself.
| Permission | What It Allows |
|---|---|
| View Organization | See organization details, member list, and basic settings |
| Manage Organization | Edit organization settings, invite/remove members, assign permissions |
| Manage Profile | Edit the organization’s public-facing profile information |
Customer Permissions
For members who interact with products and services as customers within the organization.
| Permission | What It Allows |
|---|---|
| View Orders | See order history and order details |
| Use Purchased Products/Services | Access and use products or services the organization has purchased |
| Buy/Order | Place new orders and make purchases on behalf of the organization |
| Manage Orders | Modify, cancel, or process refunds on orders |
Provider Permissions
For members who manage your business operations — products, inventory, customer orders, and communications.
| Permission | What It Allows |
|---|---|
| View Product Configuration | See product/service settings, pricing, and descriptions |
| Manage Product Configuration | Edit product/service settings, pricing, descriptions, and create new products |
| View Product Inventory | See stock levels and inventory status |
| Manage Product Inventory | Update stock quantities, add/remove inventory items |
| View Product Files | See uploaded files associated with products (images, documents, downloads) |
| Manage Product Files | Upload, replace, or delete product files |
| View Customer Orders | See incoming customer orders and their details |
| Manage Customer Orders | Process, update, fulfill, or refund customer orders |
| View Customer Communications | Read messages and communications from customers |
| Manage Customer Communications | Reply to customer messages, manage communication threads |
| View Meetings | See scheduled meetings, consultations, and class sessions |
| Manage Meetings | Create, reschedule, or cancel meetings and sessions |
| Participate in Meetings as Organizer | Join and lead video meetings, consultations, and live class sessions |
Common Permission Setups
Here are some typical configurations for different team roles:
Store Manager
Full control over products and orders:
- View Organization
- Manage Product Configuration
- Manage Product Inventory
- Manage Product Files
- View Customer Orders, Manage Customer Orders
- View Customer Communications, Manage Customer Communications
Customer Support
Handle customer inquiries and order issues:
- View Organization
- View Product Configuration
- View Customer Orders, Manage Customer Orders
- View Customer Communications, Manage Customer Communications
Content Editor
Manage product listings and media:
- View Organization
- View Product Configuration, Manage Product Configuration
- View Product Files, Manage Product Files
Session Host
Run consultations or classes:
- View Organization
- View Meetings, Manage Meetings
- Participate in Meetings as Organizer
- View Customer Communications
Managing Permissions
Changing a Member’s Permissions
- Go to your organization settings
- Select the member whose permissions you want to change
- Add or remove individual permissions
- Changes take effect immediately
Removing a Member
Administrators can remove members from the organization at any time. Removal revokes all permissions immediately.
Transferring Ownership
If you need to transfer administrative control of an organization, grant the target member all permissions including Manage Organization, then coordinate the transition.
Related
- Account Setup — Creating your account and initial organization
- Project Settings & Management — Configuring your Business Project