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.
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:
Managing Workspaces on the Organization page
Note: Users on our enterprise pricing (contact Sales) will be able to add multiple workspaces under one Organization.
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:
The Activity view for a workspace
Review Team Activity on the Activity tab. Read more about this here.
You can manage Workspace Settings from this tab. Read more about Workspace Settings here.
Options for managing workspaces on the Organization Members tab:
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 and organization users
Define billable rates, labor cost, and user roles for workspace members
View user activity
Manage settings for the selected workspace
The Organization Members tab shows all user groups and users in the chosen Organization, plus their Billable Rate (paid plans only), Labor Cost (Premium plan only), Access-level at the Workspace level when viewing a single Workspace.
A summary in the panel on the right shows an overview of the different levels of access rights, you can click each tier of access on this list to read a brief description of their capabilities.
Adding members to a workspace within an Organization
If Organization Admin privileges are not granted when editing a user, you will be able to select which Workspaces to add them to, as well as their corresponding user Role on each workspace.
Inviting members into an Organization from the Organization Member tab:
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:
Filtering the list of members on the Organization Members 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 use the 3-dot control to Edit, Deactivate and Remove users from an Organization, the Edit button allows for additional options to manage the access right of users on both the Workspace and the Organization level.
This is the Edit member details window, where you can grant the different access levels, granting the Organization Admin level on a user will automatically add the user to all Workspaces under said organization with Organization admin privileges.
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.
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:
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:
Invoices and payments (legacy)
The following screenshot shows an example of how the Subscription overview looks like on a Monthly Premium plan:
Managing your subscription
The Subscription area allows you to manage your subscription and review payments.
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
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.
If you still have questions about managing Organizations, please contact our Support team by clicking on the purple chat icon in the bottom right corner of this page to start a chat.