Organization

The Organization module is your central hub for managing everything related to your organization in Pilotus — from monitoring activity and browsing resources to controlling user access and configuring settings.

The Six Tabs

When you open the Organization module, you’ll see up to six tabs depending on your role:

Organization overview with key metrics and recent activity. Visible to all members.

Dashboard

The Dashboard gives you a quick overview of your organization’s activity and key metrics.

Metrics Cards

Four summary cards are displayed at the top:

Card	Description
Total Users	Number of members in the organization
Strategic Plans	Number of active plans
Total Groups	Number of committees
Platform Usage	Overall platform utilization percentage

Quick Actions

Three shortcut buttons let you quickly:

Create a new plan — Jump directly to plan creation
Create a new committee — Start a new committee
See my actions — Navigate to your Kanban board in the Act module

Recent Activity

A chronological feed shows recent actions across the organization, including:

Who performed the action
What type of action it was (creation, modification, etc.)
Which entity was affected
When it happened

My Access

The My Access tab shows you every plan and committee you have permission to access, along with your role in each.

Access Table

Each row displays:

Name — The plan or committee name
Type — Plan or Committee
Role — Your permission level (Owner, Contributor, or Reader)
Actions — Navigate to the resource

Role badges are color-coded:

Role	Color	Capabilities
Owner	Green	Full control — edit, manage permissions, delete
Contributor	Amber	Edit content, but cannot manage permissions
Reader	Orange	View only — no editing

Filtering

Use the filter bar above the table to narrow results:

Type filter — Show only Plans or only Committees
Role filter — Filter by Owner, Contributor, or Reader
Search — Real-time text search across names

Directory (Annuaire)

The Directory lets all members browse every non-private plan and committee in the organization — even ones they don’t have access to.

Directory Table

Each row shows:

Name — Resource name
Type — Plan or Committee
Access Status — Whether you already have access (and at what level) or can request it
Owner — Who manages the resource
Category — Organizational category

Filtering

Type filter — Plans or Committees
Category filter — Filter by organizational category
Access filter — Show all, only items you have access to, or only items you don’t
Search — Real-time text search

Requesting Access

If you don’t have access to a resource, you can request it directly:

Find the resource

Browse or search the directory for the plan or committee you need.
Click “Request Access”

A request dialog will appear.
Add an optional message

Explain why you need access (optional but recommended).
Submit the request

The resource owner will be notified of your request.

Permissions

The Permissions tab provides a unified interface for managing who has access to what across your entire organization.

Three View Modes

Switch between views using the tabs at the top:

Shows each user with the total number of permissions they have. Expand a user’s row to see all their plan and committee assignments with role details.

Managing Permissions

From any view mode:

Change a role — Click on a user’s role badge to change it (Owner, Contributor, Reader)
Add permissions — Use the add button to grant a user access to a plan or committee
Remove permissions — Remove a user’s access to a specific resource
Search and filter — Use the search bar and department filter to find specific users or resources

Summary Metrics

Three cards at the top show:

Total Users — Organization member count
Organization Admins — Number of admin-level users
Total Permissions — Total number of individual permission records

Platform Access

The Platform Access tab is where administrators manage who can log into the platform, invite new members, and control organization-level roles.

User Table

The table shows all organization members with:

Column	Description
Name	User’s full name with avatar
Email	Contact email address
Role	Organization role (Admin or Member)
Status	Activity status — Active, Inactive, Not Yet Connected, or Invited
Last Connection	When the user last logged in
Department	Assigned department tag
Actions	Edit user details or remove from organization

Filtering

Search — Find users by name or email
Role filter — Show only Admins or only Members
Status filter — Filter by activity status (Active, Inactive, etc.)
Department filter — Filter by department tag

Inviting New Members

Click “Invite”

Open the invitation form.
Enter email addresses

Type one or more email addresses. You can enter multiple emails separated by commas for bulk invitations.
Select a role

Choose Admin or Member for the new user(s).
Assign a department (optional)

Select a department tag if applicable.
Send invitations

Each person receives an email invitation to join the organization.

Managing Existing Users

Edit user details — Click a user to modify their name, email, title, role, or department
Change roles — Switch a user between Admin and Member
Remove users — Remove a user from the organization (with confirmation)

Pending Invitations

A separate section shows all invitations that haven’t been accepted yet. You can:

Resend an invitation if the user didn’t receive it
Revoke an invitation to cancel it

Parameters

The Parameters tab lets administrators configure organization-wide settings.

Organization Information

Edit your organization’s basic details:

Name — Your organization’s display name (max 255 characters)
Description — A brief description of your organization

Click the edit icon to make changes, then save or cancel.

Subscription Information

View your current subscription plan:

Plan tier — Explorer, Starter, Team, Organization, or Enterprise
User count — Current members vs. plan limit (e.g., 3/5 Users)
Modify — Upgrade your plan or manage billing through the Stripe portal

Tag Management

Tags help organize and categorize actions across your entire organization. All tags are organization-wide and available in every plan and committee.

Tag Table

The tag management table shows:

Badge — Color preview of the tag
Name — Tag label
Category — Grouping category (e.g., “Department”)
Description — What the tag is for

Creating Tags

Click “Add Tag”

Open the tag creation form.
Enter tag details
- Name — A short, descriptive label
- Color — Choose a color using the color picker
- Category — Select an existing category or create a new one
- Description — Optional explanation of the tag’s purpose
Save

The tag is immediately available across all plans and committees.

Editing and Deleting Tags

Edit — Click a tag to modify its name, color, category, or description
Delete — Remove a tag (with confirmation)

Tag Best Practices

Good tags:

Categories: “Budget”, “Marketing”, “HR”
Priority levels: “Urgent”, “Quick Win”
Departments: “IT”, “Finance”, “Operations”

Avoid:

Too many tags (creates confusion)
Overlapping tags (unclear which to use)
Overly specific tags (rarely reused)

Understanding Permissions

Pilotus uses a three-level permission system with complete separation between levels:

Admin: Manage org settings, users, and permissions. View all plans/committees for permission management.
Member: View organization information, browse the directory, and see personal access.

Organization permissions do not grant access to plan or committee content.

Key Principles

Access is explicit — No one has access unless specifically granted
Levels are independent — Organization admin does NOT equal plan owner
Plan ≠ Committee — Each resource has its own separate permissions

Best Practices

For Administrators

Regular audits — Review the Permissions tab periodically to ensure access is current
Least privilege — Grant only the access level each user actually needs
Consistent tags — Maintain a manageable, well-organized tag system
Onboard properly — When adding new users, grant plan and committee access after inviting them

Onboarding New Users

Invite to the organization

Use Platform Access to send an email invitation.
Grant plan access

Add them to relevant plans with appropriate roles (Owner, Contributor, or Reader).
Grant committee access

Add them to relevant committees.
Share this guide

Point them to the Getting Started page.

Troubleshooting Access

If a user can’t see something:

Check organization membership — Are they in the organization?
Check plan permissions — Do they have access to the specific plan?
Check committee permissions — Do they have access to the specific committee?

Remember: Each level requires explicit access. Being an organization admin does not automatically give access to plan or committee content.

Next Steps

Getting Started — Help new users get started
Plans Overview — Understanding strategic plans
Committees Overview — Understanding committees
My Account — Personal profile and settings