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.
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.
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:
Note: Users on our enterprise pricing (contact Sales) will be able to add multiple workspaces under one Organization.
Enteprise users can click on +New Workspace to create a new workspace and choose additional admins for this 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.
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.
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.
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.
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.
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.
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.
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.
The Subscription tab allows you to manage the Subscription for your Organization/Workspace.
The Subscription area allows you to manage your subscription and review payments.
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.
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 firstname.lastname@example.org.