Organizations

Overview

An organization is your top-level workspace on the platform. Your team, projects, data and settings are always tied to an organization. A user can belong to several organizations and switches between them from the organization picker in the top right. Each organization has its own members, roles, projects and module settings, fully isolated from every other organization.

The first time you sign in you either join an existing organization through an invitation or create your own. Whoever creates an organization automatically becomes its Owner.

Who uses it

• Owner: The person who created the organization. Has every permission — can delete the organization, transfer ownership and change any setting.
• Admins: Members granted the right to invite people, open projects and edit settings.
• Members: Team members who work on the projects and tasks assigned to them.

Small teams run on a single organization. Teams that serve multiple clients — an agency or a consultancy — create a separate organization per client to keep each client’s data apart.

Step-by-step process

1. Create an organization. From the organization picker in the top right choose “New Organization”, enter a name and create it. You automatically become the Owner.
2. Invite your team. Under Organization Settings → Users, invite members by email address. Each invitee receives a link and becomes a member once they accept.
3. Assign roles. Give each member their authority within the organization (Owner, Admin, Member). Use roles and permissions for finer control.
4. Open your first project. The organization is a container; the actual work happens inside projects. Create a new project from the Projects section.
5. Configure settings. Enable or disable modules to match your needs, enter email (SMTP) settings and update organization details.

You can switch between organizations at any time using the picker in the top right. The organization you select determines all the projects, members and data you see.

Process flow

flowchart TD
    A[Sign in] --> B{Member of an<br/>organization?}
    B -- No --> C[Create a new organization]
    B -- Yes --> D[Switch via the picker]
    C --> E[You become the Owner]
    E --> F[Invite members]
    D --> F
    F --> G[Assign roles and permissions]
    G --> H[Open the first project]
    H --> I[Configure modules and settings]

Frequently asked questions

Can a user belong to more than one organization? Yes. The same account can belong to several organizations and switches between them from the picker in the top right. Each organization’s data is isolated from the others.

Who can delete an organization? Only the Owner. Deletion cannot be undone; the projects and data belonging to the organization are removed as well.

Can I transfer ownership to someone else? Ownership transfer is a planned feature. For now you can grant broad authority by making a member an Admin; when an action truly requires ownership, reach out to support.

What is the difference between an organization and a project? An organization is the top-level container that holds the team, members and settings. A project is the working unit where the real work happens — tasks, workflows and data. An organization can contain multiple projects.

What happens to an inactive organization? Inactive organizations are marked with a badge in the list and never disappear. The Owner can reactivate them; while inactive, actions inside them are restricted.

Does removing a member delete their data? No. Removing a member only revokes their access; the tasks and records they created remain in the organization.