Organizations

What is this for?

An organization is the top-level workspace on the platform. Your team, projects and settings always belong to an organization. Think of it as a separate filing cabinet for each company: each cabinet holds its own contents, and they stay apart.

One person can belong to several organizations. Use the organization picker in the top right to switch between them. 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.

Example scenario

At an agency, project manager Mert needs a separate workspace for each of two clients. He first creates an organization for each client with “New Organization” and becomes the owner of both. Then he invites two colleagues by email and gives them Admin or Member roles. Client A’s data and Client B’s data stay separate. Mert uses the picker in the top right to switch to whichever client he is working on.

Who uses it

• Owner: Creates the organization. Can change any setting and delete the organization.
• Admin: Invites members, opens projects and edits settings.
• Member: Works on the projects and tasks assigned to them.

Small teams work in a single organization. Teams that serve several clients create one organization per client.

Step by step

1. Create an organization. From the organization picker in the top right, choose “New Organization”, enter a name and create it. You become the Owner.
2. Invite your team. Go to Organization Settings → Users and send an invitation by email. The invitee becomes a member once they accept the link.
3. Assign roles. Give each member the role of Owner, Admin or Member. For example, a colleague who runs project work can be an Admin. For finer control, use the roles and permissions section.
4. Open your first project. The organization is a container; the real work happens in projects. Create a new one from the Projects section.
5. Adjust settings. Turn modules on or off as needed, enter your email sending settings and update the organization details.

You can switch organizations at any time with the picker. The organization you select determines the projects, members and data you see.

Process flow

flowchart TD
    A[Sign in] --> B{Are you a member of an organization}
    B -- No --> C[Create a new organization]
    B -- Yes --> D[Pick an organization from the picker]
    C --> E[You are assigned as Owner]
    E --> F[Invite your team]
    D --> F
    F --> G[Assign roles]
    G --> H[Open your first project]

Frequently asked questions

Can one person belong to more than one organization? Yes. The same account can belong to several organizations. Switch between them with the picker in the top right.

Who can delete an organization? Only the Owner. Deletion cannot be undone, and the projects linked to the organization are deleted too.

Can I transfer ownership to someone else? Ownership transfer is a planned feature and is not available yet. For now, you can give broad authority by making a member an Admin. If an action requires ownership, contact the support team.

What is the difference between an organization and a project? An organization holds your team, members and settings. A project is where the work happens: tasks, workflows and data. One organization can contain several projects.

What happens to an inactive organization? An inactive organization is marked with a badge in the list and does not disappear. The Owner can make it active again. While it is inactive, actions inside it are restricted.

Does removing a member delete their data? No. Removing a member only removes their access. The tasks and records they created stay in the organization.