Organizations

Members

Introduction

Organizations consist of members and members can be part of multiple organizations. The number of members your organization can have depends on the tier of your organization. All members in your organization can access the resources within the organization. If you are the manager of a Trading Firm or Institution organization, you can grant additional permissions to your team members.

View All Seats

You need a team seat for each member in your organization.

To see the number of team seats you have in your organization, open the Billing page and then scroll down to the Products section.

Add Seats

You need billing permissions within an organization to add team seats.

Follow these steps to add team seats to your organization:

  1. Open the organization homepage.
  2. Click Edit Plan.
  3. In the organizationTier Seats section, click the plus icon.
  4. Click Update Subscriptions.

View All Members

The Team Management page displays all of the members in your organization. To view the page, log in to the Algorithm Lab and then, in the left navigation bar, click Organization > Members.

To toggle the format of the page, click the buttons in the top-right.

Membership Quotas

The number of members your organization can have depends on the organization's tier. In general, higher organization tiers can have more members within the organization to share resources. This design enables you to upgrade your organization as your trading business grows over time. The following table shows the number of members each organization tier can have:

TierMembership Quota
Free1
Quant Researcher1
Team10
Trading FirmUnlimited
InstitutionUnlimited

Add Members

You need vacant team seats and team add permissions within an organization to add team members.

Follow these steps to add team members to your organization:

  1. Open the Team Management page.
  2. Click Add Member.
  3. Enter the email address of the new team member and then click Add Member.
  4. The email you enter should be the email the new member uses to log in to their QuantConnect account.

  5. If you have team edit permissions, select the permissions for the new member and then click Save Changes. Otherwise, click Cancel.
  6. The Team Management page displays and the new member is included.

Remove Members

You need team removal permission to remove members from your organization. Before removing members, stop all nodes they are using. Removing members is not reversible and the members will lose access to the organization's projects. On the Team tier, projects that the members created in the organization will remain with the members. On the Trading Firm and Institution tiers, projects that the members created in the organization will be transferred to the organization manager.

Follow these steps to remove members from your organization:

  1. Open the Team Management page.
  2. If the Team Management page is in tile view, follow these steps:
    1. Click the three dots icon in the top-right corner of the member you want to remove and then click Remove.
    2. Click Remove.
  3. If the Team Management page is in table view, follow these steps:
    1. Click Remove next to the member you want to remove from the organization.
    2. Click Remove.

Permissions

Each member of your organization has access to the resources within the organization. If you are the manager of a Trading Firm or Institution organization, you can grant additional permissions to your team members. There are several categories of permissions.

Billing Permissions

The following table shows the supported billing permissions:

PermissionDescription
Update Permission to change the organization's subscriptions and billing details.

Stop Node Permissions

The following table shows the supported node permissions:

PermissionDescription
Backtest Permission to stop backtesting nodes
Research Permission to stop research nodes
Live Permission to stop live trading nodes

To stop active nodes, see Stop Nodes.

Team Permissions

The following table shows the supported team permissions:

PermissionDescription
Add Permission to add new members
Remove Permission to remove existing members
Edit Permission to change the permissions of other members

Storage Permissions

The following table shows the supported team permissions:

PermissionDescription
Create Permission to write to the Object Store
Delete Permission to delete data in the Object Store
Billing Permission to subscribe to more space in the Object Store

Edit Permissions

You need team edit permission to edit the permissions of team members.

Follow these steps to edit team permissions:

  1. Open the Team Management page.
  2. If the Team Management page is in tile view, follow these steps:
    1. On the Team Management page, click the three dots in the top-right corner of the member you want to edit and then click Edit Permissions.
    2. Select and deselect permissions as desired and then click Save Changes.
  3. If the Team Management page is in table view, follow these steps:
    1. On the Team Management page, click Edit Permissions next to the member whose permissions you want to edit.
    2. Select and deselect permissions as desired and then click Save Changes.

You can also see our Videos. You can also get in touch with us via Discord.

Did you find this page helpful?

Contribute to the documentation: