---
title: "Organizations, Members & Roles"
description: "Create organizations, invite coaches with the right permission level, and manage classifications, the logo and other settings."
category: "Perform"
published: "2026-10-16 15:31:13"
updated: "2026-10-16 15:31:13"
url: "https://www.hockeyshare.com/support/kb/perform/organizations-members-roles"
---

# Organizations, Members & Roles

Everything in Perform belongs to an organization: athletes, metrics, results, classifications and leaderboards. Most coaches need one organization per program. Some create separate ones for different teams or clients.

Adding other coaches as members is a Premium feature. On the Free plan you can own one organization.

## Step 1 — Create or switch organizations

Your first organization is created when you open Perform for the first time. To add another, go to **My Organizations** and click **Create Organization**. Enter an **Organization Name** and an optional **Description**. You become the owner.

To change organizations, use the **Current Organization** box at the top of any Perform page and pick **Switch Organization**. Every Perform page then shows that organization's data.

![Organization switcher open with three organizations and Create New Organization](https://img.hockeyshare.com/01a12bd6-2407-7c2e-a004-f822c39eaf83/-/format/webp/)

## Step 2 — Understand roles

Each member has one permission level:

- **Owner** – full control, and the only role that can delete the organization.
- **Admin** – can manage members, invites, classifications and organization settings.
- **Editor** – can add and edit athletes, metrics and results, and create or revoke share links.
- **Viewer** – read-only access to athletes, results and reports.

## Step 3 — Invite coaches

Go to **My Organizations** and click **Settings** on the organization. Settings are for owners and admins.

1. Open the **Members** tab.
2. Under **Invite New Member**, choose a **Permission Level**.
3. Click **Generate Invite Link**, then **Copy Link** and send it to the coach.

When the coach opens the link, they click **Accept Invitation**. If they aren't logged in, they log in or sign up first. The link stays listed under **Active Invites** until you click **Revoke**, and it can be used by more than one coach, so share it carefully.

Under **Current Members** you can change someone's permission or click **Remove**. The owner can't be changed or removed.

![Members tab with current members and the Invite New Member permission level and Generate Invite Link](https://img.hockeyshare.com/01a12bd6-2db1-7918-95bb-027be4ee3919/-/format/webp/)

## Step 4 — Set up classifications

Classifications are groups such as Varsity and JV, U14 and U16, or Forward, Defense and Goalie. You use them to filter leaderboards and reports and to target Check-Ins.

On the **Classifications** tab, click **Add Classification**. Give it a name, pick text and background colors, and leave **Include in Comparison Data** on if it should appear in athlete radar charts and comparison tables. Use the people icon (**Manage athletes**) to add or remove athletes from a group.

![Classifications tab listing Goalies, U14 AAA and U16 AAA with athlete counts](https://img.hockeyshare.com/01a12bd6-39c2-7ebd-b11b-1f7728470268/-/format/webp/)

## Step 5 — General settings

The **General Settings** tab has:

- **Athlete Account Claiming** – whether parents and athletes can claim profiles by default. Each athlete's own setting can still override it.
- **Organization Logo** – click **Choose Logo** or **Upload New**. The logo appears in the Perform header, on public share pages, on printed reports and in emails.
- **Cache Management** – **Clear Organization Cache** refreshes stale numbers. It doesn't delete any data.

![General Settings with the Athlete Account Claiming default and Organization Logo](https://img.hockeyshare.com/01a12bd6-4217-7484-9de9-c7f8eb5fb7ab/-/format/webp/)

## Deleting an Organization

Only the owner can delete an organization. It's under **General Settings → Danger Zone → Delete Organization**, and you type the organization name to confirm.

This can't be undone. It permanently deletes every athlete and all of their test results and notes, along with metrics, classifications, saved leaderboards, AI summaries, Check-Ins and all member access and invites. Export any reports you need first.

## Good to Know

- Organization names can't be changed after they're created.
- Members can't remove themselves. Ask an owner or admin to remove you.
- Ownership can't be transferred to another member.

## Tips

- Give most assistant coaches **Editor**. Keep **Admin** for the people who manage the staff list.
- Use **Viewer** for directors or parents' committee members who should see results but never change them.
- Revoke an invite link once everyone has joined so it can't be passed on.
- Set up classifications before your first testing day so filters and reports work right away.