Organization is a new and powerful way to manage your Workspace users and billing.

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.

Create New Organization

Since organizations provide 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.

Managing an Organization

The Admin panel in the left menu bar lets you manage Organizations. Clicking on the Organization button 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 Workspaces tab, you will see the Workspace under the currently active Organization.

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

Workspace List

Enteprise users can click on +New Workspace to create a new workspace and choose additional admins for this workspace.

Create New Workspace

Clicking on an existing workspace's name in the list opens the Workspace tab. Here you can manage the users and groups in the workspace, as well as manage settings.

  • Members

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 right-panel indicates the workspace Admins as well as total users and user groups in the workspace.

Workspace Members

You can also use the 3-dot control to delete Groups, or users from the Workspace.

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.

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 Team page.

Add Workspace Members
  • Activity

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

  • Settings

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

Organization Members

The Team tab allows you to add all the Users you will need in your workspace, and then manage their access.

You can also see each user, their email address, and the workspaces (Enterprise pricing only) and 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

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.

Invite Users to Organization

The Filters bar allows you to:

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

  • Filter based on their access-level; All or Admin,

  • 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.

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.

To read more about Managing Workspace Members, click here.

Organization User Groups

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 here.

Organization Settings

5. Subscription

The Subscription tab allows you to manage the Subscription for your Organization/Workspace.

Subscription Page

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, active user count and any discounts available. You can also add payment details and billing information here.

  • Invoices and Payments

    The Invoices and Payments tab has all your subscription invoices and Purchase Orders for download. You can also create a new PO here.

  • All Plans

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

Important Note: 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.

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 support@track.toggl.com.

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