Organizations

Organizations are the top-level workspace in the application where teams collaborate on projects, manage clients, and deliver work. Think of an organization as your company or team's dedicated space with its own clients, projects, and members.

What are Organizations?

Organizations help you:

• Collaborate with Your Team: Work together with colleagues in a shared workspace
• Manage Clients: Keep all your clients and their contacts organized
• Control Access: Determine who can see and edit different resources
• Maintain Separation: Keep your work separate from other organizations
• Switch Contexts: Easily move between different organizations if you belong to multiple

Organization Properties

Each organization has:

Basic Information

• Name: Your organization or company name
• Members: The users who belong to your organization
• Settings: Custom preferences and configurations for your organization

Your Role

When you join or create an organization, you have a role that determines what you can do:

• Admin: Full control over the organization, including managing members and settings
• Member: Can create and edit projects, clients, and statements of work

How Organizations Work

Organization Structure

What Belongs to Organizations?

Clients - Always belong to an organization

• All team members in the organization can see and work with clients
• Clients cannot be shared across organizations
• This ensures your client data stays private to your team

Projects - Can optionally belong to an organization

• When a project belongs to an organization, all members can access it
• Projects can also be personal (owned by just one user)
• Most teams assign projects to their organization for collaboration

Statements of Work - Can optionally belong to an organization

• Similar to projects, SOWs can be organizational or personal
• Organization SOWs are visible to all team members
• Use organization SOWs when multiple people need to work together

Access and Permissions

Organization-Level Access

When you're a member of an organization, you automatically get access to:

• View all clients, projects, and statements of work in the organization
• Create new clients, projects, and SOWs within the organization
• Edit existing organization resources
• Invite other users to collaborate on specific projects

Permission Levels

The application uses three levels of access:

Viewer (Read-Only):

• See resources and their contents
• View progress and status
• Cannot make changes

Editor (Modify):

• Everything a Viewer can do
• Create new items
• Update existing work
• Add acceptance criteria and tests

Admin (Full Control):

• Everything an Editor can do
• Manage who has access
• Delete resources
• Change organization settings

Resource-Specific Access

Beyond organization membership, you can grant specific access to individual resources:

• Direct Invitations: Invite someone to a specific project or SOW
• Inherited Access: Access to a project automatically includes its SOWs
• External Collaborators: Invite clients or partners with limited access
• Time-Limited Access: Set expiration dates for temporary access

Working with Organizations

Creating Your First Organization

When you first use the application:

1. You'll be prompted to create an organization
2. Enter your organization or company name
3. You automatically become an admin
4. You can start creating clients and projects

Organization Switcher

If you belong to multiple organizations, you can easily switch between them:

• View All Organizations: See every organization you're part of
• Switch Instantly: Click to change your active organization
• Context Updates: Everything refreshes to show the selected organization's data
• Current Indicator: Always see which organization you're working in

The organization switcher is available in the main navigation bar.

Multi-Organization Membership

You can belong to multiple organizations at the same time:

Common Scenarios:

• Working for multiple clients as a freelancer
• Being part of both your company and a client's organization
• Managing multiple business units or departments
• Collaborating with partner companies

How It Works:

• Switch between organizations anytime
• Your personal data stays separate
• Each organization has its own clients and projects
• You see only the active organization's data at a time

Managing Organization Resources

Clients

All clients must belong to an organization:

• Team Visibility: Everyone in the organization can see clients
• Contact Management: Store multiple contacts per client
• Project Association: Link projects to clients
• Data Privacy: Clients are never visible outside your organization

Projects

Projects optionally belong to an organization:

• Personal Projects: Create projects just for yourself
• Team Projects: Assign projects to your organization for collaboration
• Access Control: Organization members get automatic editor access
• Flexibility: Choose the right level of sharing for each project

Statements of Work

SOWs optionally belong to an organization:

• Collaborative Work: Organization SOWs are visible to all members
• Private SOWs: Keep some SOWs personal if needed
• Team Coordination: Multiple people can work on the same SOW
• Progress Tracking: Everyone can see project status

Organization Settings

Customization

Administrators can configure:

• Display Preferences: How information is shown to team members
• Default Values: Standard settings for new projects and SOWs
• Notification Settings: How the team receives updates
• Integration Options: Connections to other tools

Member Management

Admins can:

• Invite New Members: Add team members via email
• Assign Roles: Make members admins or regular members
• Remove Access: Remove members who leave the team
• View Activity: See who's working on what

Best Practices

Organization Setup

Do:

• Choose a clear, recognizable organization name
• Set up your organization before creating clients
• Invite team members early so they can collaborate
• Assign projects and SOWs to the organization for team visibility
• Use organization settings to establish team standards

Don't:

• Create multiple organizations for the same company
• Keep projects personal when your team needs access
• Wait to invite members until work is already in progress
• Change organization names frequently

Access Management

Do:

• Grant organization membership to regular team members
• Use resource-specific access for external collaborators
• Give clients or partners viewer access to relevant SOWs
• Review and update access regularly
• Remove access when team members leave

Don't:

• Make everyone an admin
• Share organization access with external parties
• Forget to revoke access when people change roles
• Grant more access than necessary

Collaboration

Do:

• Assign resources to your organization when multiple people need access
• Use the organization switcher to keep contexts separate
• Communicate with team members about who owns what
• Establish naming conventions for projects and SOWs
• Keep organization information up to date

Don't:

• Mix work from different organizations
• Create duplicate organizations for the same team
• Work in personal mode when collaboration is needed
• Assume everyone knows what's happening without communication

Common Workflows

Starting as a New User

1. Create Organization: Set up your workspace
2. Invite Team: Add colleagues who will collaborate
3. Add First Client: Create your first client record
4. Create Project: Start your first project for that client
5. Build SOWs: Define what you'll deliver

Joining an Existing Organization

1. Accept Invitation: Click the invite link from your admin
2. Explore: Browse existing clients and projects
3. Understand Structure: See how your team organizes work
4. Start Contributing: Begin working on assigned projects

Managing Multiple Organizations

1. Use Organization Switcher: Keep contexts separate
2. Check Active Organization: Always verify which organization you're in
3. Don't Mix Data: Keep each organization's work separate
4. Update One at a Time: Focus on one organization's work before switching

Troubleshooting

Can't See Expected Resources

Check:

• Are you in the correct organization? Use the switcher to verify
• Do you have access to the specific project or SOW?
• Has the resource been assigned to a different organization?
• Have you been granted the necessary permissions?

Access Issues

Verify:

• Your role in the organization (member vs admin)
• Whether the resource belongs to your organization
• If you have been granted specific access to the resource
• That your access hasn't expired (if it was time-limited)

Multiple Organizations Confusion

Tips:

• Always check the organization switcher before working
• Use distinct names for different organizations
• Develop a routine for which organization you use when
• Keep notes about which clients belong to which organization

Related Concepts