Beginner5 min
Organizations Overview
Organizations let you collaborate with your team. Share workflows, manage permissions, and work together.
What is an Organization?
An organization is your team's workspace:
- Shared workflows and forms
- Team member management
- Unified billing
- Usage tracking
Creating an Organization
First-Time Setup
When you sign up:
- Enter organization name
- Choose your plan
- Invite team members (optional)
- Start building
Creating Additional Organizations
Need separate workspaces:
- Go to account menu
- Click New Organization
- Enter details
- Select plan
Organization Settings
General
- Name: Display name
- Slug: URL identifier
- Logo: Brand image
- Timezone: Default timezone
Members
- View all members
- Invite new members
- Change roles
- Remove members
Billing
- Current plan
- Usage statistics
- Payment method
- Invoices
Security
- Session settings
- Two-factor requirements
- Audit logs
Switching Organizations
If you belong to multiple:
- Click organization name in sidebar
- Select from dropdown
- Context switches immediately
Or use keyboard shortcut: Cmd/Ctrl + K then type org name.
Organization Roles
Owner
Full control:
- All permissions
- Cannot be removed
- Manages billing
Admin
Nearly full control:
- Manage members
- Manage settings
- Cannot delete org
Member
Standard access:
- Create workflows
- Use integrations
- Limited settings
Viewer
Read-only:
- View workflows
- Cannot edit
- Cannot create
Usage & Limits
Per-Organization Limits
Based on your plan:
| Resource | Free | Pro | Enterprise | |----------|------|-----|------------| | Members | 2 | 10 | Unlimited | | Workflows | 5 | 50 | Unlimited | | Executions/mo | 100 | 10,000 | Custom |
Monitoring Usage
- Go to Settings > Usage
- View current period stats
- See breakdown by resource
- Set up alerts
Personal vs Organization
Personal Account
- Individual use
- Private by default
- Cannot add members
Organization Account
- Team collaboration
- Shared resources
- Member management
You can have both and switch between them.
Best Practices
Organization Structure
- One org per company/team
- Separate orgs for clients (agencies)
- Use folders within for projects
Member Management
- Invite with appropriate role
- Review access periodically
- Remove departed members promptly
Security
- Enable 2FA for org
- Use SSO if available (Enterprise)
- Audit access logs
Next Steps
- Inviting Members - Add team
- Roles and Permissions - Access control
- Plan Tiers - Compare plans
Tags
teamsorganizationsadmin