Getting Started with Organizations

Getting Started with Organizations

Organizations let you group team members under a single company account so everyone works on shared data together.

Create an Organization

1. Open Organizations from the app menu.
2. Click New Organization and enter your company name.
3. You are automatically added as the org Admin.

Invite Team Members

1. Open your organization → Members.
2. Enter the email address of the person you want to invite and choose their role.
3. Click Send Invite. The invitee receives a link to accept.

Roles

• Admin — full control: edit settings, add/remove members
• Manager — can create and edit resources
• Technician — operational access, cannot manage org settings
• Viewer — read-only access