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Organizations (teams)

1 min read13.10.202698 views

Organizations are team accounts: handy when several people work on services (an agency, a company, a project team).

What it gives:

  • A shared context for the team and collaborative work on services.
  • Members with access to the organization's relevant resources.

How to start:

  1. Open the “Organizations” section and create an organization.
  2. Add members.
  3. Work on services in a team context.

How it differs from “share access”:

  • “Share access” hands a specific service to an individual user (view/manage).
  • An organization is a team layer above individual services, convenient for ongoing collaboration.

Tips:

  • Give members exactly the access they need.
  • Review the team regularly and remove those no longer working on the project.
  • To hand a project to another owner there's a separate “Transfer to client” feature (changes owner and billing).

This keeps teamwork organized and controlled.

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