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Organization Management

Once you've created your organization, you'll need to manage it effectively. This section covers all aspects of organization management, from basic settings to team member collaboration.

What You'll Learn​

In this section, you'll find comprehensive guides for:

  • Organization Settings - Configure your organization's information, preferences, and operational details
  • Switching Between Organizations - Manage multiple organizations from a single account
  • Member Management - Invite team members, assign roles, and manage access
  • Roles & Permissions - Understand the different roles and what each can do

Quick Navigation​

  1. Organization Settings - View and edit organization information
  2. Switching Between Organizations - Manage multiple organizations
  3. Inviting Team Members - Send invitations and assign roles
  4. Managing Members - Change roles and remove members
  5. Roles & Permissions - Understand access levels

Key Concepts​

Organization Structure

  • Organizations are top-level entities representing your business
  • Each organization has completely separate data
  • You can be a member of multiple organizations
  • Different roles in different organizations

Role-Based Access

  • Four roles: Owner, Admin, Manager, Viewer
  • Each role has specific permissions
  • Roles are hierarchical (higher roles include lower permissions)
  • Your role determines what you can do

Next: Organization Settings