Your workspace
What an organisation is
Your company's space: what it holds and what never leaves it.
An organisation is your company's space: inside it are your documents, contacts, processes, team and balance. Outside it there is nothing of yours, and nothing inside crosses into another organisation.
What it holds
| What | Shared within the organisation |
|---|---|
| Documents and cases | According to each person's permissions |
| Contacts | Yes |
| Templates and processes | Yes |
| Credit balance | Yes, one for everyone |
| Settings and branding | Yes |
Important
Separation between organisations is hard, not a setting: there is no permission that lets someone in another organisation see yours. It is what allows one firm to serve two competing clients.
When you need more than one
Almost never at the start. If you have several legal entities but the same team works across all of them, one organisation with separate teams is easier and loses nothing. Several organisations are for when the people must not see each other.
Worth knowing
Splitting later is easier than merging. Start with one: moving documents between organisations is manual work, and splitting a history is what makes nothing add up afterwards.
›How do I know which one I am in?
It shows at the top. If something is missing, check that before permissions.
›Can I be in two?
Yes, and switch between them.
›Is the balance shared between organisations?
No. Each has its own.
A real case
The situation
A firm worries that two competing clients' documents will end up mixed.
What you do
- Confirms each client is a team within their organisation
- Scopes permissions per team
What you get
Each account manager sees only their clients, and no client sees anything of another's.
The situation
An organisation is created for every project.
What you do
- Uses projects inside one organisation
What you get
The structure does not multiply.
The situation
Two group companies share an organisation.
What you do
- Separates each into its own
What you get
Each one holds its own.
The situation
Nobody knows which organisation a file sits in.
What you do
- Checks which organisation created it
What you get
You reach it without searching them all.
The situation
A user cannot see what they expect.
What you do
- Checks which organisation they are working in
What you get
The confusion clears in a minute.
The situation
Something is shared from the wrong organisation.
What you do
- Shares from the file's owning organisation
What you get
The trail points at the right party.
This article answers
- what is an organisation on the platform
- is my data mixed with other companies
- switch organisation
- what my account contains