Organizations

Organizations group people, projects, and billing under a shared workspace.

Organization basics

• Every user belongs to at least one organization.
• Projects live inside an organization.
• Organization defaults and reference tables can apply across multiple projects.

Roles and permissions

• Owners manage billing and organization settings.
• Admins can manage members and most organization settings.
• Members can view or edit projects based on their project roles.

Inviting teammates

1. Open Settings > Organization.
2. Add the teammate's email address.
3. Assign the appropriate role.
4. Send the invite.

Related topics

• Organization settings - Configure organization-level settings
• Project members and permissions - Manage access to individual projects
• Understanding defaults - How organization defaults fit into the defaults hierarchy