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Organizations and Teams

Create organizations, invite members, and manage roles.

Overview

Organizations are workspaces that group documents, members, and settings. Every user gets a personal workspace on signup, but you can create additional organizations for teams, departments, or clients.

Creating an Organization

  1. Open the organization switcher in the header
  2. Click Create Organization
  3. Enter a name
  4. You're automatically set as the owner

Inviting Members

  1. Go to Settings for your organization
  2. Enter the email address of the person you want to invite
  3. Choose a role (member or custom role)
  4. They'll receive an invitation they can accept from their account

Invitation Status

Invitations appear in the recipient's Invitations page. They can accept or ignore them. You can cancel pending invitations from the Settings page.

Roles and Permissions

Built-in Roles

  • Owner -- full access to everything, cannot be removed
  • Administrator -- manage members, roles, and organization settings
  • Member -- default role, can upload and view documents

Custom Roles

Create custom roles to fine-tune permissions:

  1. Go to Settings > Roles
  2. Click Create Role
  3. Set a name, color, and permission level
  4. Assign the role to members

Available permissions include:

  • View documents
  • Upload documents
  • Delete documents
  • Share documents (cross-org)
  • Run compliance checks
  • Manage members
  • Manage roles

Assigning Roles

A member can have multiple custom roles. Permissions are additive -- if any assigned role grants a permission, the member has it.

Switching Organizations

Use the organization switcher dropdown in the header. All views (dashboard, documents, analytics) update to reflect the selected organization.

Organization Settings

From the Settings page you can:

  • Rename the organization
  • View and manage members
  • Create and manage custom roles
  • View the audit log (all actions taken by members)
  • Manage invitations

Audit Log

Every action in an organization is logged:

  • Document uploads, deletions, and shares
  • Compliance checks run
  • Member additions and role changes
  • Settings changes

Filter the audit log by action type, actor, or date range.

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