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Transferring / Merging organizations

Who can join your organization by invitation (single-user, free-plan organizations only), what moves with them, and what to do when you see "We weren't able to invite this person."

Written by Mark Frantz

Sometimes two people from the same company each sign up for their own Common Paper account and later want to work in a single organization. Whether you can do that yourself by invitation depends on the organization the person is joining from.

Who can join by invitation

An Admin can invite someone who already has a Common Paper account, and that person can join directly, only when their current organization meets both of these conditions:

  • The person being invited is the only user in their organization.

  • Their organization is on the free plan.

If their organization has any other users, or is on a paid plan, the invitation doesn't go through. You see We weren't able to invite this person with a prompt to contact support. This is expected, not an error. Joining can move every agreement and template from their organization into yours, so our team handles these moves for you instead.

Inviting someone to join your organization

From the Team page, click Invite team member and enter the person's email address and role. Only Admins can invite team members. For more on inviting and roles, see Common Paper users and roles.

Accepting an invitation

The invited person receives an email and can either decline or join your organization.

To bring their work along, they check Bring templates and agreements with you before joining. This moves every agreement and template from their old organization into yours. Agreements and templates are the only things that move. Nothing else from the old organization comes with them.

If they leave the box unchecked, their agreements and templates stay in their old organization, and they no longer have access to them after joining yours.

If the invitation is blocked

If you see We weren't able to invite this person, contact support through the chat and include:

  • The email address of the person you want to add

  • Whether they should bring their agreements and templates with them

Our team reviews the request and moves them into your organization.

NOTE: If you see This person already has a pending invite instead, they have an invitation from another organization waiting. They need to accept or decline it before you can invite them.

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