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Manage your organization and administer team members from Settings > Team. Control who can access your organization’s cases and collaborate on the Purna platform.

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Team overview

The top of the Team section displays your organization name and current member count (e.g., “Purna Lifesciences Pvt Ltd - 2 members”).

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Team members table

A table lists all members of your organization:
ColumnDescription
MemberName and email address
RoleOwner (crown icon) or Member (person icon)
Joined dateWhen the member joined your organization
Each row includes a three-dot menu with additional options. The organization owner’s row does not have additional options. Team settings

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Roles

RolePermissions
OwnerFull control over the organization — manage members, billing, and all settings
MemberAccess to cases shared with them, ability to create and manage their own cases

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Inviting members

Click the Invite button to generate an invitation link. Share this link with new team members. When they open the link, they’ll be guided through the join flow.

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Joining a team

When someone receives an invitation link (/join?code=...):
  1. They open the link in their browser
  2. If they don’t have a Purna account, they create one
  3. They accept the invitation to join your organization
  4. They appear in your team members table

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Organization billing

At the bottom of the Team section, manage billing details for your team account. Click Edit to configure your billing address and update payment information.
Team plan features (unlimited queries, SSO, custom branding, unlimited members) are available on the Team tier. See Plans for details.