Invite an Organisation in Shape

Shape is designed as an inter-organisational management tool, enabling Clients, Consultants, Main Contractors, and the entire Supply Chain to collaborate effectively on a single project, whilst maintaining data privacy and autonomy. This guide walks you through how to invite new organisations to your project and manage data between multiple organisations using Shape.

Step-by-Step Guide to Adding a New Organisation to a Project

Step 1: Access the Admin Panel

• Locate and click the cog icon in the left-hand navigation pane to open the Admin section.

Step 2: Navigate to Organisations

• Click on the "Organisations" tab to view the current list of project organisations.

Step 3: Add New Organisation

• Click on "+ New Organisation" to add another organisation.

• Give the organisation a name. Note: This can later be modified by the Owner of that organisation.

• Add Responsible People by inputting their email address and clicking "Add and notify to join".
  Note: The ‘Responsible People’ will automatically be added as the ‘Owners’ of that organisation.

Notifications and Organisation Ownership

• Once you have invited new members, they will receive an email notification inviting them to join the project.

• You can see who has joined another organisation on your project by navigating between the "Joined" and "Pending" tabs when viewing an organisation.

• When a Responsible Person accepts the invitation, they take ownership of that organisation.
  This means:

  • Editing rights are transferred to them.

  • They are now responsible for managing their team and settings.

  • The original creator will no longer be able to make changes to that organisation.

Responsible People have the authority to:

• Add or remove team members specific to their organisation.

• Update organisation details.

• Control data visibility — deciding what to share or keep private.

Summary of Inter-organisational Key Features

• Each organisation has its own private workspace with full autonomy.

• Organisations can only see information shared with them. For example, an Issue assigned across organisations will be visible to both.

• Ownership is transferred to the responsible person upon acceptance.

• Reports and documents (like Shift Reports) can be shared across teams.

• Visibility settings help teams control what information is shared or kept internal.

Conclusion

This guide provides a clear process for adding other organisations to your project and managing collaboration across multiple teams while keeping data secure and separated.

For further assistance, contact the Shape support team at: support@shape.construction