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Billing & Account

Organization Settings

Organization roles

Every Unpack organization has a role-based access system that controls what each member can see and do at the organization level. There are three roles, each with increasing levels of permission. Understanding these roles is important for managing your organization effectively.

Owner

The owner is the person who created the organization. Each organization has exactly one owner at any time. The owner has full, unrestricted control over every aspect of the organization.

  • Manage billing and subscriptions for all teams
  • Add, remove, and change roles for all members, including admins
  • Create, configure, and delete teams
  • Configure organization-wide settings and integrations
  • Transfer ownership to another member
  • Delete the entire organization and all associated data

Admin

Admins have most of the same capabilities as the owner, with a few important restrictions. An organization can have multiple admins, making it practical to distribute administrative responsibilities across several people.

  • Manage billing and subscriptions for all teams
  • Add and remove regular members
  • Create and configure teams
  • Manage integrations and feature flags
  • Cannot remove other admins or the owner
  • Cannot transfer ownership or delete the organization

Member

Members are standard participants in the organization. They can participate fully in retrospectives and team activities but cannot manage organization-level settings.

  • Join teams they are invited to
  • Participate in retrospectives, standups, and other team ceremonies
  • View their own team dashboards and retrospective history
  • Manage their own profile and notification preferences
  • Cannot access billing, organization settings, or manage other members

Organization roles are separate from team-level roles. A member at the organization level can still be a facilitator within their team's retrospectives. Facilitation is a per-retro role, not an organizational permission.

Managing memberships

Owners and admins can manage organization membership from the Members tab in organization settings. This is where you invite new members, change roles, and remove people from the organization.

Inviting new members

  1. Go to Organization Settings and select the Members tab.
  2. Click Invite Members in the top right corner.
  3. Enter one or more email addresses, separated by commas or newlines.
  4. Select the role to assign to the new members (admin or member).
  5. Optionally, select which teams the new members should be added to immediately upon accepting the invitation.
  6. Click Send Invitations.

Invited users receive an email with a link to join the organization. If they do not already have an Unpack account, they will be prompted to create one during the acceptance flow. Pending invitations are visible in the Members tab and can be revoked at any time before they are accepted.

Changing a member's role

To change a member's role, find them in the Members list, click the role badge next to their name, and select the new role from the dropdown menu. Role changes take effect immediately and the member's interface updates on their next page load.

When promoting someone to admin, consider discussing the responsibilities with them first. Admins have access to billing information and can manage other members, so the role should be assigned intentionally.

Removing a member

To remove a member from the organization, click the options menu (three dots) next to their name and select Remove from Organization. This removes them from all teams within the organization immediately.

When a member is removed, their retrospective contributions (cards, votes, action items) are preserved but permanently anonymized. Their name is removed from all historical records, and their cards become indistinguishable from other anonymous contributions.

Removing a member is not reversible through the interface. If you need to re-add someone, you will need to send a new invitation. Their previous team memberships and role will not be automatically restored.

Integration settings

Organization-level integration settings control how Unpack connects with external tools and services. These settings are managed by owners and admins from the Integrations tab in organization settings.

Available integrations

  • Slack — Send retro summaries, action item reminders, and standup prompts to Slack channels. Can be configured per team or organization-wide.
  • Jira — Sync action items to Jira as issues. Map Unpack action item fields (title, description, assignee, due date) to Jira issue fields.
  • Linear — Sync action items to Linear. Automatically create Linear issues from retrospective outcomes with configurable project and label mappings.
  • SSO/SAML — Connect your identity provider for single sign-on authentication. Available on the Enterprise plan only. Supports Okta, Azure AD, Google Workspace, and other SAML 2.0 providers.

Configuring an integration

  1. Navigate to Organization Settings and select the Integrations tab.
  2. Find the integration you want to configure and click Connect.
  3. Complete the OAuth authorization flow or provide the required API credentials.
  4. Configure the integration's settings, including channel selection, field mappings, and sync preferences.
  5. Click Save to activate the integration.

Each integration can be enabled or disabled independently per team. This allows you to have Slack notifications for one team but not another, or sync action items to Jira for some teams and Linear for others. Per-team configuration is managed from each team's settings page.

For detailed setup instructions and troubleshooting for each integration, see the dedicated articles in the Integrations section of the help center.

Feature flags

Unpack uses feature flags to gradually roll out new functionality and allow organizations to opt in to or out of specific features. In some cases, organization admins can control these flags directly through the Features tab in organization settings.

Feature flag categories

  • Beta features — New features that are available for early testing before general availability. Enable these to try upcoming functionality and provide feedback to the Unpack team.
  • Experimental features — Features that are still in active development. These may change significantly or be removed entirely. Enable them only if you are comfortable with potential instability.
  • Stable features — Generally available features that can be toggled on or off per organization. Most stable features are enabled by default, but you may want to disable certain features for specific organizational needs.

Feature flags are powered by Flipper and can be toggled instantly without any downtime or service interruption. When you enable or disable a feature, the change takes effect for all members of the organization immediately.

Some features may be restricted to specific plans. For example, a beta AI feature might only be available to teams on the Pro or Enterprise plan, even when the feature flag is enabled at the organization level.

General organization settings

The General tab in organization settings lets you manage basic organizational information and configure defaults that apply across all teams.

  • Organization name — Update the display name for your organization. This name appears in the navigation, on invoices, and in member invitations.
  • Default timezone — Set the default timezone used for scheduling, timestamps, and deadline calculations across the organization. Individual members can override this in their profile settings.
  • Default retro settings — Configure default values for new retrospectives, including timer durations per phase, anonymous mode preferences, and default template selection.
  • Data retention — On the Enterprise plan, configure how long retrospective data is retained before automatic archival. This is useful for organizations with specific compliance or data governance requirements.