What are Organizations?
An Organization in the portal represents a business, team, project, or other entity under which people can collaborate
and manage shared resources. When you register, you can create an organization for personal use, such as managing your
own freelance business, or as a (formal) company or team. This distinction is managed by the “is entity” setting, which
determines whether the organization is treated as a personal or business account and influences available features, such
as the ability to add other members or provide detailed invoicing information.
You can belong to one or more organizations, and each organization can have multiple members. Membership is managed
through a system that supports roles (such as owner, admin, or member) and tracks when people join or leave. You can set
a default organization, which is used as the primary context for most actions and for login redirects, making it easy to
switch between different organizations if you are involved in multiple teams or businesses.
Organizations are responsible for managing their own contacts, such as billing, shipping, or technical contacts, and
serve as the main entity for all invoices and quotes. All legal and billing information, including VAT numbers,
registration numbers, and invoice email addresses, is stored at the organization level. This ensures that all financial
documents and communications are properly attributed and compliant with business requirements.
Subscriptions and feature access are scoped to organizations, allowing each organization to subscribe to multiple
products. This means that companies, teams, or individuals can manage their own resources independently within the same
platform. All activities and changes within an organization are logged for auditing and security purposes, and
permissions are enforced so that only members of an organization can view or edit its information.
Throughout the interface, organizations are visible in dashboards, settings, and when creating or managing invoices,
quotes, or contacts. The organization context ensures that all actions, documents, and communications are properly
grouped and managed, providing a clear and secure structure for collaboration and business operations.
