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Managing Your Organisation Settings - Customer Support Guide

Your organisation settings are the heart of your Kaha Create learning hub. Here, you can shape your hub's identity, invite your team, and create the perfect learning environment that reflects your kaupapa and values.

Overview

Your organisation settings are the heart of your Kaha Create learning hub. Here, you can shape your hub's identity, invite your team, and create the perfect learning environment that reflects your kaupapa and values.

We've designed these settings to be intuitive and powerful, giving you complete control over how your organisation operates on our platform. Whether you're setting up your first hub or fine-tuning an established one, these tools help you create meaningful learning experiences for your community.


How to Use This Feature

🔧 Accessing Your Organisation Settings

  1. Click your profile icon in the top-right corner of any page

  2. Select "Settings" from the dropdown menu

  3. Choose "Organisation Settings" from the left sidebar

You'll find all your organisational management tools organised into clear sections that make sense for how you work.

🏢 Setting Up Your Hub Identity

Hub Name & Descriptions

  • Hub Name: This is how your learning space appears to members and visitors

  • Hub Short Description: A brief overview that appears in search results and previews (150 characters max)

  • Hub Long Description: Tell your full story here - what you do, who you serve, and what learners can expect

💡 Pro Tip: Use our "Get help with AI" feature for the short description. It analyses your content and suggests compelling descriptions that capture your hub's essence.

Visual Branding

  • Upload your logo to make your hub instantly recognisable

  • Set your custom URL to create a memorable web address for your hub

  • Choose privacy settings - keep your hub private for internal teams or make it public to reach wider audiences

👥 Managing Your Team

Individual Invitations

  1. Go to Settings > Members

  2. Click "Invite Member"

  3. Enter their email address

  4. Choose their role: Viewer (learning access), Creator (can create content), or Admin (full management access)

  5. Click "Send Invitation"

Bulk Invitations

Perfect for adding multiple team members at once:

  1. Click "Bulk Invites"

  2. Download the sample CSV file to see the correct format

  3. Create your CSV with email addresses in the first column and roles in the second

  4. Upload your file and we'll process all invitations automatically

💳 Setting Up Payments

If you're planning to monetise your content:

  1. Go to Settings > Receive Payments

  2. Connect your Stripe account to receive payments directly

  3. Complete the verification process to start earning from your expertise

🎟 Creating Promotional Coupons

Boost engagement with special offers:

  1. Navigate to Settings > Coupons

  2. Click "Create Coupon"

  3. Set your discount (percentage or fixed amount)

  4. Add restrictions like expiry dates or usage limits

  5. Activate your coupon and share the code with your audience


Best Practices

✍ Writing Compelling Descriptions

  • Be authentic - let your passion for your kaupapa shine through

  • Focus on outcomes - what will learners achieve or gain?

  • Use inclusive language that welcomes diverse learners

  • Keep it conversational - write as if you're talking to a friend

👥 Team Role Management

  • Start with Viewer roles for new team members, then upgrade as needed

  • Use Creator roles for subject matter experts who'll develop content

  • Reserve Admin roles for trusted team members who need full access

  • Remember: You can always change roles later as your team evolves

💰 Pricing Strategy

  • Research similar content to understand market expectations

  • Start with introductory pricing to build your audience

  • Use coupons strategically for launches, special events, or loyal customers

  • Consider your community - pricing should reflect the value you provide while remaining accessible


Troubleshooting

🚨 Common Issues

"I can't see the Organisation Settings option"

What's happening: Only hub Owners and Admins can access these settings

Solution: If you're a Creator or Viewer, contact your hub administrator to request access or role changes.

"My bulk invitation CSV isn't working"

What's happening: CSV format issues

Common fixes:

  • ✅ Ensure your CSV has exactly two columns with no headers

  • ✅ Check that roles are spelled correctly: "admin", "creator", or "viewer" (lowercase)

  • ✅ Remove any extra spaces or special characters

  • ✅ Download our sample file to see the exact format needed

"The AI description doesn't match my organisation"

What's happening: AI provides a general starting point

Solution: The AI provides a starting point based on available information. Simply edit the generated text to better reflect your specific focus, values, and community. You have complete control over the final description.

"I can't upload my logo"

What's happening: File format or size issues

Check these requirements:

  • ✅ File size should be under 5MB

  • ✅ Supported formats: JPG, PNG, GIF

  • ✅ Square images work best for consistent display

  • ✅ If problems persist, try a different browser or clear your cache

"Payment setup isn't working"

What's happening: Stripe verification issues

Steps to resolve:

  • ✅ Ensure you're using a supported country for Stripe

  • ✅ Have your business details ready (tax number, bank account information)

  • ✅ Check that your browser allows pop-ups from our site

  • ✅ Contact our support team if verification issues persist


Frequently Asked Questions

Q: Can I change my hub's URL after setting it up?

A: Yes, you can update your custom URL anytime in Organisation Settings. Keep in mind that changing it will affect any existing links you've shared.

Q: What happens when I invite someone who doesn't have a Kaha Create account?

A: They'll receive an email invitation with instructions to create their account and join your hub. The process is straightforward and they'll be guided through each step.

Q: Can I have multiple people with Owner permissions?

A: Each hub has one Owner, but you can transfer ownership to another team member if needed. This ensures clear accountability while allowing flexibility as your organisation grows.

Q: How do I remove someone from my organisation?

A: In Settings > Members, click the three dots next to their name and select "Remove from organisation". They'll lose access immediately, but any content they created remains in your hub.

Q: What's the difference between making my hub public vs private?

A: Private hubs are only accessible to invited members, perfect for internal training or exclusive communities. Public hubs can be discovered by anyone, ideal for reaching broader audiences and growing your community.

Q: Can I customise the invitation email that gets sent?

A: Currently, we send a standard invitation email, but you can add a personal message when inviting individual members. For bulk invitations, consider following up with a personal welcome message.

Q: How do I know if my payment setup is working correctly?

A: Once connected, you'll see your Stripe account status in Settings > Receive Payments. You can also create a test course and make a small purchase to verify the complete payment flow.

Q: Can I offer free courses alongside paid ones?

A: Absolutely! You have complete control over pricing for each piece of content. Mix free and paid offerings to build your audience and provide value while generating sustainable income.

Q: Can team members see each other's contact details?

A: Team members can see names and roles of other members, but email addresses and personal details remain private unless explicitly shared.

Q: What happens to my content if I leave the organisation?

A: Content you've created remains in the organisation hub for continuity. However, you'll lose access to edit or manage it once removed from the organisation.


Quick Reference

👥 Role Permissions Summary

  • 👑 Owner: Full control over all settings, content, and members

  • 🔧 Admin: Manage members, settings, and all content

  • ✏ Creator: Create and edit content, view member list

  • 👀 Viewer: Access learning content only

💳 Payment Setup Checklist

  • ✅ Valid business registration details

  • ✅ Bank account information

  • ✅ Tax identification number

  • ✅ Stripe-supported country/region

  • ✅ Browser allows pop-ups

📊 CSV Upload Format

[email protected],viewer
[email protected],creator
[email protected],admin

Guide updated: 18 August 2025
For more support, visit our help centre or contact support directly

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