Overview
In Brelly, an Organization is your team workspace. It groups team members together so they can collaborate on claims. You can belong to multiple organizations and switch between them.
Location: Settings > Organizations
Organization Types
When creating an organization, you select a type that describes your team:
Policyholder — Homeowners or property owners managing their own claims
Public Adjuster — Licensed adjusters representing policyholders
Attorney — Licensed attorneys representing policyholders
Contractor — Repair contractors working on insured properties
Creating an Organization
Go to Settings > Organizations
Click Create Organization
Fill in:
Name (required) — Your organization's name
Type (required) — Select Policyholder, Public Adjuster, or Contractor
Logo (optional) — Upload an image for your organization
Click Create
You automatically become the Owner of any organization you create.
Inviting Team Members
Only the organization Owner can invite new members.
How to Invite
Go to Settings > Organizations
Select your organization
Click Invite Members
Enter email addresses (multiple addresses can be entered, separated by commas)
Click Send Invites
What Happens Next
Each person receives an invitation email with a link to join
The invite link is valid for 7 days
If someone doesn't respond, you can resend the invite — this generates a fresh link
You can cancel a pending invite before it's accepted
Accepting an Invite
Click the link in the invitation email — or log into Brelly and you'll see the invite popup
Review the organization name and who invited you
Click Accept to join or Reject to decline
Important: You must be logged in with the same email address the invite was sent to. If the emails don't match, you'll see an error — ask the Owner to resend the invite to your correct email address.
Team Roles
Role | What They Can Do |
Owner | Everything — invite members, remove members, manage integrations |
Member | Access all claims and files within the organization. Cannot invite or remove other members |
The person who creates the organization is the Owner. There is currently no way to transfer ownership.
Managing Members
Viewing Members
Go to Settings > Organizations and select your org. The right panel shows all current members with their names, emails, and profile photos.
Removing a Member (Owner Only)
Find the member in the list
Click the remove button next to their name
Confirm the removal
Removed members immediately lose access to the organization's claims and files.
Switching Between Organizations
If you belong to multiple organizations:
Go to Settings > Organizations
Click the organization card you want to switch to
Your workspace updates to show that organization's claims and data.
Deleting an Organization
Deleting an organization cannot be done directly from the app. Please reach out to Brelly support for assistance — we'll take care of it on our end.
Common Questions
Q: Can I be in multiple organizations? Yes — you can create or join multiple organizations and switch between them at any time.
Q: Someone says they didn't receive the invite email. What should they do? First, have them check their spam or junk folder. If it's not there, verify with the admin that the invite was sent to the correct email address. If the email was correct and it's still missing, have the Owner go to Settings > Organizations, find the pending invite, and click Resend to generate a fresh link.
Q: I clicked an invite link but got an error about email mismatch. You need to be logged into Brelly with the same email address the invite was sent to. Ask the Owner to send a new invite to your correct email address.
Q: Can I change my organization's name or type? Yes — the Owner can update the organization name and type at any time from the Organizations page in Settings.
Q: I accidentally removed a member. Can I undo it? No — but you can send them a new invite to rejoin the organization.