Manage your people, access, and organization settings.

Use this area for organizations, teammates, roles, invitations, and account-level access. Build workflows in PocketClean and create normal production automation from Automate. PocketBI stores identity, access, and workflow metadata here—not your raw business files.

PocketBI ID Checking your account… Loading organization access.

Use your PocketBI ID to open Business settings.

If you arrived through an organization invitation, keep this page open or return to the same invite link after signing in.

Organizations

Creating an organization requires PocketBI Business. Your existing PocketBI tools remain available individually.

Organization

Choose an organization

People, invitations, and access settings appear here.

Create or select an organization to manage Business access.

Organization settings

Rename this organization without changing its workspaces, workflows, integrations, or run history.

Delete organization

This removes the organization from active use, revokes its API keys and integrations, cancels queued work, and removes team access. Historical runs and verification lineage are retained for audit integrity.

Team

Members & roles

Owners and admins can manage who can operate shared PocketBI workflows.

Invitations

Add teammates

Create an expiring, email-bound invite link. Share it through your normal company communication channel.

Copy this invite link now

PocketBI stores only the invite token hash. The link cannot be recovered after you leave this result.

Advanced access

Organization API keys

Issue least-privilege server credentials for direct workflow API access. pocketclean.clean runs clean-first workflows; pocketbi.workflow.execute runs API-qualified partial workflows such as filter, calculate, or group without requiring cleaning first. For normal production automation, use Automate → Integration Setup.

Open Automate

Copy this API key now

Store this value in your server's secret manager. PocketBI stores only a SHA-256 hash and a short display prefix.

PocketBI Business control plane · support@pocketbi.app