Organization Management

An organization is the top-level account that represents your business in Earth Store. It's the shared workspace where your team members, locations, contracts, payment methods, and Earth Cash balance all live. Every order placed by anyone in your organization is tracked under this single umbrella, giving admins full visibility into spending, inventory, and activity across the business. Your organization is set up by your sales rep when you sign your contract, and you can manage it from the Organization section of your dashboard.

Earth Store has three roles that control what team members can see and do: - Org Admin — Full access to everything. Can manage members, locations, payment methods, contracts, Earth Cash, billing, and organization settings. Can view all orders placed across the organization. - Location Admin — Can manage their assigned location's payment methods and place orders for that location. Can view orders placed at their location but not other locations. - Member — Can browse products, place orders using approved payment methods, and view their own order history. Cannot manage organization settings, members, or billing. Only Org Admins can invite or remove team members and change roles. If you need your permissions updated, reach out to an admin in your organization.

To add someone to your organization: 1. Go to Organization → Members in your dashboard. 2. Click "Invite Member." 3. Enter their email address and select a role (Org Admin, Location Admin, or Member). 4. If assigning them as a Location Admin, select the location they'll manage. 5. Click "Send Invite." They'll receive an email invitation with a link to create their account and join your organization. Pending invitations can be viewed and revoked from the Members page. Only Org Admins can send invitations.

If your business has multiple locations (stores, branches, franchises), you can manage them all from a single organization: 1. Go to Organization → Locations in your dashboard. 2. Click "Add Location" and enter the location name, address, and any relevant details. 3. Assign a Location Admin to manage that location's orders and payment methods. Each location can have its own payment methods, shipping addresses, and team members assigned to it. Orders are tracked per location, so Org Admins can see spending and activity broken down by site. You can edit or remove locations at any time from this page.

If your organization is tax-exempt, you can upload your certificate directly in the portal: 1. Go to Organization → Tax Exempt in your dashboard. 2. Click "Upload Certificate" and select your file (PDF or image). 3. The certificate will be reviewed by our team and applied to your account. Once approved, applicable taxes will be removed from future orders. Make sure your certificate is current — if it expires, you'll need to upload an updated version. Only Org Admins can upload and manage tax exemption documents.

Org Admins can manage organization-level settings from Organization → Settings. From here you can: - Update your organization name and details. - Control visibility settings — choose what non-admin members can see (e.g., whether Members can view organization-wide order history or only their own). - Manage notification preferences for stock alerts and order updates. Changes to organization settings take effect immediately for all members. If you're not an Org Admin and need a setting changed, ask an admin in your organization to update it.