Beginner5 min

Organizations Overview

Organizations let you collaborate with your team. Share workflows, manage permissions, and work together.

What is an Organization?

An organization is your team's workspace:

  • Shared workflows and forms
  • Team member management
  • Unified billing
  • Usage tracking

Creating an Organization

First-Time Setup

When you sign up:

  1. Enter organization name
  2. Choose your plan
  3. Invite team members (optional)
  4. Start building

Creating Additional Organizations

Need separate workspaces:

  1. Go to account menu
  2. Click New Organization
  3. Enter details
  4. Select plan

Organization Settings

General

  • Name: Display name
  • Slug: URL identifier
  • Logo: Brand image
  • Timezone: Default timezone

Members

  • View all members
  • Invite new members
  • Change roles
  • Remove members

Billing

  • Current plan
  • Usage statistics
  • Payment method
  • Invoices

Security

  • Session settings
  • Two-factor requirements
  • Audit logs

Switching Organizations

If you belong to multiple:

  1. Click organization name in sidebar
  2. Select from dropdown
  3. Context switches immediately

Or use keyboard shortcut: Cmd/Ctrl + K then type org name.

Organization Roles

Owner

Full control:

  • All permissions
  • Cannot be removed
  • Manages billing

Admin

Nearly full control:

  • Manage members
  • Manage settings
  • Cannot delete org

Member

Standard access:

  • Create workflows
  • Use integrations
  • Limited settings

Viewer

Read-only:

  • View workflows
  • Cannot edit
  • Cannot create

Usage & Limits

Per-Organization Limits

Based on your plan:

| Resource | Free | Pro | Enterprise | |----------|------|-----|------------| | Members | 2 | 10 | Unlimited | | Workflows | 5 | 50 | Unlimited | | Executions/mo | 100 | 10,000 | Custom |

Monitoring Usage

  1. Go to Settings > Usage
  2. View current period stats
  3. See breakdown by resource
  4. Set up alerts

Personal vs Organization

Personal Account

  • Individual use
  • Private by default
  • Cannot add members

Organization Account

  • Team collaboration
  • Shared resources
  • Member management

You can have both and switch between them.

Best Practices

Organization Structure

  • One org per company/team
  • Separate orgs for clients (agencies)
  • Use folders within for projects

Member Management

  • Invite with appropriate role
  • Review access periodically
  • Remove departed members promptly

Security

  • Enable 2FA for org
  • Use SSO if available (Enterprise)
  • Audit access logs

Next Steps

Tags

teamsorganizationsadmin