Team Management

Organizations & members

Group your field reps under a single org so prospects book through one link and get routed to the right person.

What is an organization?

An organization is a shared workspace for your sales team. It has its own booking page, event types, and territories. Prospects book through the org page, and Cartoply automatically routes them to the correct rep based on their location.

You can be a member of multiple organizations, and each org has at least one admin who manages settings, members, and territories.

Creating an organization

1. In the left sidebar, click the + icon next to Organizations.
2. Enter your organization name and click Create.
3. You'll be taken to the org dashboard where you can invite members and configure settings.

The org's public booking page is automatically created at cartoply.com/book/[org-slug] once you add at least one event type.

Inviting members

Members are field reps who receive bookings routed to them. To invite someone:

1. Open your org dashboard and go to the Members tab.
2. Click Invite member and enter their email address.
3. They'll receive an email with a sign-up link that automatically adds them to your org.
4. Once they complete sign-up and set their availability, they're ready to receive bookings.

Invited members who haven't accepted yet appear as pending in the members list.

Roles

There are two roles within an organization:

• Admin — can manage members, territories, event types, and org settings. Admins can also invite new members and change existing member roles.
• Member — receives bookings routed to their territory. Members can manage their own availability and personal event types but cannot change org settings.

To change a member's role, go to the Members tab, find the member, and use the role dropdown.

Groups

A group is a reusable bundle of members — for example a "Plumbing crew" or a "North region" team. Create and manage them from the Groups tab. Instead of assigning territories or specialties to one person at a time, you point them at a group and every member inherits them. A member's effective access is always the union of their direct assignments and everything from the groups they belong to.

Once you have groups, you can:

• Assign territories to a group — from the Territory Map, assign a territory to a group and every member covers it (added to any they hold directly). The Groups tab itself only manages membership.
• Restrict an event type to group(s) — only those members can be booked, and round-robin rotates within the group. Set this under Eligible groups on the event type. Leave it empty and all members are eligible.
• Route a specialty to a group — in an event type's specializations, a matching answer can route to a group (it expands to that group's members) as well as to individual people.
• Filter bookings and reports by group — see a single team's volume on the Bookings and Reports pages.

Deleting a group never deletes members, territories, or event types — it only removes the grouping.

Managing a member's profile

Admins can curate the photo, display name, and bio that appear for each rep on the org booking page. From the Members tab, click Manage next to a member, then use the Member profile card to upload a photo or edit their name and bio. (These are the rep's public profile fields, so changes also show on that member's own booking page.)

Removing a member

To remove someone from your org, click the trash icon next to their name in the Members tab and confirm the action. Their territory assignments within the org are also removed.

Removing a member does not delete their Cartoply account — they simply lose access to the org.

What members can and can't do

• Members can set their own weekly availability and personal event types.
• Members can view their bookings from org routing in the Bookings section.
• Members cannot see other reps' availability or bookings.
• Members cannot edit org event types, territories, or invite new members.