Organization Management
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:
Name and branding
Enter your organization name and upload a logo. The logo appears on the dashboard and in exported documents if configured.
Invite members
Add team members by email address. You can invite individually or upload a CSV file for bulk invitations.
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.
SSO and IP restrictions apply to all members of the organization. Test your configuration with a small group before enforcing it organization-wide to avoid locking anyone out.
Need help?
Contact our support team at info@iqidis.ai for assistance.
