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Introduction to Organization
Introduction to Organization

Organizations make it easier to manage larger teams and billing.

Nida avatar
Written by Nida
Updated over a week ago

What is an organization?

"Organization" is a new and powerful way to manage your Workspace users and billing. Free, Starter, and Premium users can have one workspace nested within each organization. Enterprise users can have multiple workspaces within a single organization.

The Organization page allows you to:

  • View multiple workspaces under one Organization (available for Enterprise pricing only) and manage Members, Activity, and Workspace Settings.

  • Leave the Organization

  • View your Team and User Groups

  • Manage Organization settings like its Name, Pricing, and Ownership.

  • Manage Subscriptions

Creating a new Organization

Use the workspace switcher to create a new organization. Once you create a new organization, you will be the Organization Owner.

Here's how you can create a new Organization:

  • Click on the name of the Organization shown in the top-left corner

  • On the list that appears, however over the name of the Organization you are currently on (this name is displayed at the top of the list, under the search box)

  • In the screenshot below the Organization's name is "Bella Agency", hovering over the name opens another list to the right - click on "+ New Organization"

NOTE: To switch to a different organization if you already have more than one, simply select it from that 2nd list on the right side.

Is data shared between Organizations?

Since organizations provide a clear separation of data, creating a second user account will never be necessary. To separate your personal and work hours just make sure the time is tracked in their respective organizations (and the workspaces within).

Managing an Organization

The navigation bar on the left lets you manage Organizations. Clicking on the Organization button (towards the bottom of the bar) opens the Organization Admin page, where you can view and manage workspaces, team members, user groups, and the Organization ownership.

There are five tabs under the Organization page. They are:

  • Workspaces

  • Teams

  • Groups

  • Settings

  • Subscription


Managing Workspaces on the Organization page

On the Workspaces tab at the top, you will see the Workspace under the currently selected Organization. You can also leave the Organization from this page by clicking the Leave Organization button.

Note: Users on our enterprise pricing (contact Sales) will be able to add multiple workspaces under one Organization.

Organization Workspaces

Creating additional workspaces within the same Organization:

Enterprise users can click on +New Workspace to create a new workspace within the selected Organization and choose additional admins for this workspace as shown in the screenshot below:

Create New Workspace

Options for managing workspaces on the Organization page:

Clicking on an existing workspace's name in the list opens the Workspace tab. Here you can:

  • View a list of users and user groups

  • Manage workspace users

  • Define billable rates, labor cost, and user roles for workspace members

  • View user activity

  • Manage settings for the selected workspace

Workspace members tab

The Members tab shows all user groups and users in the chosen workspace, plus their Billable Rate (paid plans only), Labor Cost (paid plans only), and Access-level. A summary in the panel on the right shows workspace Admins as well as the total number of users and user groups in the workspace as shown in the screenshot below:

Workspace Members

You can use the 3-dot control to remove users from a Workspace while there are additional options for managing users on the Organization level.

Enterprise plans: If a user is a part of your Organization, but no individual Workspaces in it, they will only show in the Organization > Team tab and can be deleted from the Organization from there.

Adding members to a workspace within an Organization

To add Users, click the +Add Members button and choose the User Groups and Users you wish to add to this workspace. This list includes all Users and User Groups at the Organization-level who are visible on the Team page for the selected Organization.

The screenshot below shows how adding users to a workspace works:

Add Workspace Members

The Activity view for a workspace:

Review Team Activity on the Activity tab. Read more about this here.

Workspace settings:

You can manage Workspace Settings from this tab. Read more about Workspace Settings here.

The 'Team' tab

The Team tab allows you to add and manage members of the currently selected Organization.

You can also see each user, their email address, the workspace(s), and the user groups they belong to on this page.

Note: This is also where you can permanently delete a user from your Organization, and any Workspaces they belong to in it.

View Organization Members

Inviting members into an Organization from the Team view:

Click the Invite Members button to invite users to one or more Workspaces under this Organization. While inviting someone, you can also choose whether they will be a regular user or Admin on the chosen workspaces as shown in the screenshot below:

Invite Users to Organization

Filtering the list of members on the Team view:

The Filters bar allows you to:

  • View users based on their status; active, inactive, or invited,

  • Filter based on their access level

  • Filter based on User Groups they belong to,

  • Filter based on Workspaces they belong to, (Enterprise pricing only)

  • Search for users using their name or email.

Editing Organization members

You can also use the 3-dot control next to any active users to Edit, Deactivate or Delete them, as well as other actions depending on their status.

Note: Assigning a Team Member the Admin Status from this page makes them an Organization-level Admin user. Some areas of a workspace require Admin access on the workspace level as well.

To read more about Managing Workspace Members, click here.

The Groups tab

The Groups tab allows you to create and manage User Groups for the Organization, as well as Search through existing groups and filter the list based on the Workspaces they belong to.

To learn more about creating and managing User Groups, go here.

Organization Settings

This Settings tab allows you to manage Organization-level settings, such as the Organization name and ownership. You can also see the Pricing Plan your organization is currently on here, as shown in the screenshot below:

Organization Settings

The Subscription tab

The Subscription tab allows you to manage the Subscription for your Organization. On this page, you will see an Overview of your current subscription with three tabs at the top:

  • Overview

  • Invoices and payments (legacy)

  • All Plans

The following screenshot shows an example of how the Subscription overview looks like on a Monthly Premium plan:

Subscription page

Managing your subscription

The Subscription area allows you to manage your subscription and review payments.

  • Overview

    The Subscription Overview tab shows you the current plan you are on, your active user count, and any discounts available. You can also add or edit payment details and billing information from this page by clicking on "Manage billing"

  • Invoices and payments (legacy)

    The Invoices and Payments tab has all your subscription invoices from our legacy payment processor. To view more recent invoices click on "Manage billing" and scroll down on the next view

  • All Plans

    On the All Plans page you can change to a different subscription plan or switch between monthly and annual billing.

Important Subscription Notes:

Active user count:

Active user count is calculated based on the Organization Team active user count. If a user exists in the Organization without being a member of any Workspace, they will be included in the active user count unless they are deactivated or deleted from the Organization.

Multi-workspace setup (Enterprise plans only)

If you're on our Multi-workspace feature (Enterprise plans only), do remember that workspaces under the same organization are only accessible to users who are invited to each workspace. You can assign workspaces and roles while inviting users to an organization.

Need further help managing your Organization? Reach out to our Support Team via the chat button in the bottom-right corner, or email us at

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