Organisations and team access
Use Account → Organisations when trading is done by a company, trust, adviser, internal finance team, or other shared account structure.
Create an organisation
- Open Organisations.
- Enter organisation name, legal name and NZBN if available.
- Choose a plan.
- Create the organisation.
The creator becomes the organisation owner.
Pending invitations
If an organisation has invited you by email, it appears under pending invitations. You can accept or decline the invitation.
Team roles
Organisation roles include owner, organisation admin, approver, finance, trader and viewer. Your role controls which organisation actions you can perform.
Organisation settings
Depending on your role, you may be able to:
- View organisation details.
- Update organisation information.
- Manage team members.
- Set or update approval policy.
- View billing.
- Change subscription plan.
- Update settlement instructions.
- Export finance records.
Approval policy
Organisation approval policies can define value thresholds and workflow steps, such as:
- Trade creator drafts the order.
- Approver reviews orders above threshold.
- Finance confirms funding and settlement instructions.
Billing and subscription plans
Organisation plans may create invoices or entitlements. Online payment automation may depend on the current platform billing configuration; support may invoice or collect payment manually for some services.