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Working with guilds

A guild is your group's workspace — one separate space for one group of people. This guide covers moving between guilds, inviting people, and (if you're an administrator) looking after one.

If you haven't joined or created a guild yet, start with Your first guild.

Switching between guilds

You can belong to many guilds at once. The guild rail runs down the far-left edge of the screen — a vertical strip of icons, one per guild. The highlighted icon is the guild you're in now, and the Initiative logo above the guilds takes you to your personal space.

  • Click any guild's icon to switch to it.
  • Switching changes everything else — the sidebar, initiatives, projects, and the dashboard — over to that guild.
  • Each guild is independent. Work, people, and settings never cross between them.

Opening a guild lands you on its dashboard — an at-a-glance overview of that guild: upcoming tasks, how projects are progressing, and recent activity.

A guild dashboard

Show: the dashboard you see right after opening a guild — upcoming tasks, project health, and the summary numbers.

Save as en/images/guilds/guild-dashboard.png, then use: ![A guild's dashboard](../images/guilds/guild-dashboard.png)

Two guilds at once

Open Initiative in two browser tabs and you can have each tab in a different guild — handy if you're juggling, say, a work team and a side project.

Inviting people (administrators)

Guild administrators bring new people in with invite links.

  1. Go to Guild settings → Users.
  2. Create an invite link.
  3. Optionally set limits:
    • Max uses — how many people may join with this one link.
    • Expires in (days) — when the link stops working.
  4. Copy the link and share it however you like (email, chat, etc.).

Anyone who opens the link can join the guild after signing in or creating an account.

Guild settings — Users and invites

Show: the Guild settings "Users" tab, with the member list and the invite-link controls (Max uses, Expires in).

Save as en/images/guilds/guild-users.png, then use: ![Managing members and invites in Guild settings](../images/guilds/guild-users.png)

Member roles

Inside a guild there are two roles:

Role What they can do
Member Take part in the initiatives and projects they're added to.
Admin Everything a member can do, plus manage the guild: members, invites, initiatives, settings, and more. A guild admin can see and manage everything in their guild.

Administrators can promote a member to admin, or step a member back down, from Guild settings → Users.

Guild admin is not the same as the app's owner

Being an admin of your guild gives you full control of that guild — but not of the whole server or other people's guilds. Server-wide roles are a separate thing, covered in Platform roles.

Guild settings (administrators)

Open Guild settings from the sidebar (or the guild rail). You'll find tabs for:

  • Guild — the name, description, and icon. (Icons should be a square image, up to 512 KB.)
  • Users — members, their roles, and invite links.
  • Initiatives — create and manage the guild's initiatives.
  • AI — optional AI settings for the guild (see AI features).
  • Trash — recently deleted items, which you can restore.
  • Danger zone — sensitive actions, including deleting the guild.

Trash and retention

When something is deleted, it isn't gone immediately — it goes to the guild's Trash, where an admin can restore it. You can set how long items stay before they're cleared for good (a number of days, or never auto-purge to keep them indefinitely). This is your safety net for accidental deletions.

The danger zone

The Danger zone holds actions that are hard or impossible to undo — most importantly, deleting the guild. Deleting a guild permanently removes everything in it: initiatives, projects, tasks, documents, and members. To prevent accidents, you'll be asked to confirm carefully (including re-entering details). Only do this if you're certain.

For the technically minded — what guild deletion does

Deleting a guild removes its isolated database area and the database roles tied to it, and cleans up the shared records that connect people to it (memberships, invites, single-sign-on mappings, access grants). It's thorough and final. If you only want to step back from a guild without destroying it, leave it instead (from the guild rail) — that just removes you.

Leaving a guild

Don't want to be in a guild anymore? On the guild rail, open the guild's menu and choose Leave guild. This removes you only — the guild and everyone else carry on. If you're the last administrator, you'll need to promote someone else to admin first, so the guild isn't left without anyone in charge.