Whether you are setting up a brand new workspace or managing an existing team, your organization is the central hub for all your work. This guide will walk you through the complete lifecycle of an organization—from initial creation and onboarding to inviting team members and updating settings.

The Organization Lifecycle

Managing an organization typically follows a straightforward path. You start by creating the workspace, customizing it, inviting your team, and eventually maintaining its settings over time.

flowchart TD
    A[Create Organization] --> B[Complete Onboarding]
    B --> C["Upload Logo & Branding"]
    B --> D[Invite Team Members]
    D --> E["Manage Roles & Access"]
    C --> F{Active Organization}
    E --> F
    F --> G[Update Details]
    F --> H[Delete Organization]

Setting up your organization

Getting a new organization off the ground only takes a few steps.

1. 1

   Create the organization

   Start by creating a new organization workspace. This will serve as the top-level container for all your projects, settings, and team members.

2. 2

   Complete onboarding

   Once created, you will be prompted to complete the onboarding process. This ensures your organization has all the required profile information to function properly.

3. 3

   Customize your branding

   Upload your company logo to personalize the workspace. This logo will appear in your team's dashboard and on any shared external documents.

Managing your team

Once your organization is set up, you can bring your team on board. You have full control over who has access and what they can do.

Updating and deleting

As your company evolves, your organization settings might need to change. You can update your organization's details (like its name or billing email) at any time.

If you ever need to completely shut down a workspace, you can delete the organization.

For Developers: API Reference

If you are building custom internal tools or automating your administration, you can manage the entire organization lifecycle via our API.