Managing an Organization

FAQs and How-Tos Team management
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Learn how to manage existing organizations and workspaces within.

The navigation bar on the left lets you manage Organizations. Clicking on the Organization button (towards the bottom of the bar) opens the Organization Admin page, where you can view and manage workspaces, team members, user groups, and the Organization ownership.

There are five tabs under the Organization page. They are:

Workspaces

Managing Workspaces on the Organization page

On the Workspaces tab at the top, you will see the Workspace under the currently selected Organization. You can also leave the Organization from this page by clicking the Leave Organization button.

Note: Users on our enterprise pricing (contact Sales) will be able to add multiple workspaces under one Organization.

Creating additional workspaces within the same Organization:

Enterprise users can click on +New Workspace to create a new workspace within the selected Organization and choose additional admins for this workspace as shown in the screenshot below:

The Activity view for a workspace

Review Team Activity on the Activity tab. Read more about this here.

Workspace settings

You can manage Workspace Settings from this tab. Read more about Workspace Settings here.

Options for managing workspaces on the Organization Members tab:

Clicking on an existing workspace’s name in the list opens the Workspace tab. Here you can:

  • View a list of users and user groups

  • Manage workspace and organization users

  • Define billable rates, labor cost, and user roles for workspace members

  • View user activity

  • Manage settings for the selected workspace