Organization Management

Overview

Organizations allow you to collaborate with team members, share resources, and manage access. Each user can belong to multiple organizations and switch between them.

Creating and Switching Organizations

Create a New Organization

1. Click on the organization name in the top navigation bar.
2. Select Create Organization.
3. Enter a name for your organization.
4. Click Create.
5. The new organization becomes your active organization automatically.

Switching Between Organizations

1. Click on the organization name in the top navigation bar.
2. Select the organization you want to switch to from the dropdown list.
3. All resources, settings, and features are scoped to the active organization.

Inviting Members

1. Navigate to Members (under Organization in the sidebar).
2. Click Invite Member.
3. Enter the email address of the person you want to invite.
4. Select their role (see Roles section below).
5. Click Send Invitation.
6. The invited user receives an email with instructions to join.

Managing Invitations

• Pending invitations: View all pending invitations in the Members section.
• Resend invitation: Resend if the original email wasn’t received.
• Cancel invitation: Remove pending invitations if needed.

Roles and Permissions

Owner

Full control over the organization:

• Manage billing and subscriptions
• Invite, remove, and change member roles
• Delete the organization
• Access all resources and data
• Modify organization settings

Admin

Most administrative tasks except billing:

• Invite and manage members (but cannot change Owner role)
• Create and manage resources (glossaries, translations, etc.)
• Access organization data and history
• Modify most organization settings
• Cannot manage billing or delete the organization

Member

Standard user with creation capabilities:

• Create and use translations
• Create and manage glossaries
• Access organization resources
• View history
• Cannot invite members or modify organization settings

Viewer

Read-only access:

• View translations and glossaries
• View history
• Cannot create or modify resources
• Cannot invite members

Managing Members

Change a Member’s Role

1. Go to Members.
2. Find the member you want to modify.
3. Click on their current role.
4. Select the new role from the dropdown.
5. Confirm the change.

Remove a Member

1. Go to Members.
2. Find the member you want to remove.
3. Click the remove/delete action.
4. Confirm removal.

Note: Owners cannot be removed until ownership is transferred or the organization is deleted.

Organization Settings

Access organization settings via the organization menu or sidebar:

• View organization details
• Manage billing (Owner only)
• View usage and quotas
• Configure organization preferences

Best Practices

1. Use appropriate roles: Follow the principle of least privilege - only grant necessary permissions.
2. Separate personal and team work: Create separate organizations for personal projects vs. team collaboration.
3. Regular audits: Periodically review member list and roles to ensure access is current.
4. Clear naming: Use descriptive organization names to distinguish between different teams or projects.
5. Ownership planning: Ensure multiple Owners for critical organizations to avoid lockout scenarios.