Managing Organizations

Create and manage organizations in Beach Depositories

This guide covers how to set up and manage organizations as an organization admin.

Viewing your organization

After onboarding, you can view your organization’s details from the dashboard. This includes:

• Organization name
• Current max insured value
• Risk score
• List of members
• List of FBO accounts

Updating organization details

As an organization admin, you can update the organization name from the dashboard.

Max insured value and risk score can only be modified by Beach Depositories staff. Contact your account representative to request changes.

Managing members

Inviting members

Organization admins can invite new members to the organization:

1. Navigate to the Members section
2. Click Invite Member
3. Enter the member’s email address
4. Select a role (Admin or Member)
5. The invitee receives an email with instructions to join

Member roles

Action	Admin	Member
View inventory	Yes	Yes
View shipments	Yes	Yes
Create FBO accounts	Yes	No
Manage FBO accounts	Yes	No
Initiate transfers	Yes	No
Invite members	Yes	No
Update org name	Yes	No

Removing members

Organization admins can remove members from the organization. Removing a member revokes their access but does not affect any FBO accounts or inventory they may have managed.

Organization history

All changes to your organization are recorded and viewable in the History tab. Each entry shows:

• What changed
• Who made the change
• When it was made

This audit trail cannot be modified or deleted.