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Set Up Your Organization

After connecting your Git repo to Recce Cloud, you need to configure your organization so your team can collaborate on PR validation.

Goal: Configure your Cloud organization for team collaboration.

When you sign up for Cloud, you get one organization and one project. After connecting to Git, your organization and project names automatically map to your Git provider's names. You can rename them and invite team members.

Prerequisites

  • Cloud account with owner/admin access
  • Git repository connected to Cloud
  • Team members' email addresses

Steps

1. Access organization settings

Navigate to your organization configuration.

  1. Log in to Cloud
  2. Click Settings → Organization in the side panel

Expected result: Organization settings page displays your current organization.

Recce Cloud Organization Settings page showing organization name and members section

2. Rename your organization (optional)

Update the organization name to match your company or team.

  1. In Organization Settings, find the Organization Name field
  2. Enter your preferred name
  3. Click Save

Expected result: Organization name updates across all Cloud pages.

3. Set up additional projects (monorepo)

For monorepo users

If your repository contains multiple dbt projects, set up additional projects before inviting team members. Skip this step if you have a single dbt project.

  1. In Organization Settings, navigate to Projects
  2. Click Add Project
  3. Enter the project name and select the subdirectory path
  4. Click Create

Expected result: New project appears in the project list and sidebar.

4. Rename your project (optional)

Update the project name if needed.

  1. In Organization Settings, navigate to Projects
  2. Click on the project you want to rename
  3. Enter the new project name
  4. Click Save

Expected result: Project name updates in the sidebar and project list.

5. Invite team members

Add collaborators to your organization.

  1. In Organization Settings, find the Members section
  2. Click Invite Members
  3. Enter email addresses (use SSO email if members use SSO login)
  4. Select a role for each invitee
  5. Click Send Invitation
  6. Tell invitees: when they log in, a modal appears asking them to accept the invitation. See For Invited Users
Role Permissions
Owner The one who created this organization. Full organization management: update info, manage roles, remove members
Admin Same permissions as Owner
Member Upload metadata, launch Recce instances, view organization info

SSO login requires Team plan or above

SSO login is available on the Team plan and above. See Pricing for plan details.

Expected result: Invitees receive email invitations and see notifications when logged in.

Invite Members dialog with email input field and role selection

Verify Success

Confirm your setup by checking:

  1. Organization name displays correctly in the sidebar
  2. Invited members appear in the Members list (pending or active)
  3. All projects are listed under Settings → Projects

Troubleshooting

Issue Solution
Invitation not received Check spam folder; verify email address matches SSO provider
Member sees their own org, not company org They may have signed up with a different email than the one you invited; ask them to log in with the invited email
Cannot change organization name Confirm you have Admin role
Project not appearing Refresh the page; verify the subdirectory path is correct

For Invited Users

When you receive an invitation:

  1. Immediate response: A notification modal appears on login. Accept or decline directly
  2. Later: Navigate to Settings → Organization to view pending invitations

Recce Cloud home page showing pending invitation notification modal

Next Steps