Organizations
Create workspaces, invite members, and manage credit allocation across your team.
Overview
Organizations let you create shared workspaces where team members collaborate on envelopes. Each organization has its own credit wallet, member list, and envelope access.
Creating an Organization
- Click the organization switcher in the top navigation
- Select Create Workspace
- Enter your organization name
- You become the Owner of the new organization
Inviting Members
- Go to Settings > Organization
- Click Invite Member
- Enter the team member's email address
- They receive an email invitation to join
Invited members join with the Member role by default.
Roles
| Role | Envelopes | Organization Settings | Credit Allocation |
|---|---|---|---|
| Owner | Full access | Full access | Can allocate credits to members |
| Member | Create and sign | No access | Uses allocated credits |
Each organization has exactly one owner.
Credit Allocation
Organizations have their own credit wallet, separate from personal credits.
- The Owner can allocate credits from the organization wallet to individual members
- Members see their allocated credits and spending
- The Owner can see the total organization credit balance and member usage
Switching Organizations
Use the organization switcher in the top navigation to switch between workspaces. The switcher lists all organizations you belong to, plus a Personal option to return to your personal workspace. Envelopes, credits, and settings are scoped to the active workspace.
Switching workspaces affects which envelopes you see, which credit balance is displayed, and the context of any API keys you create.
Accepting Invitations
When you receive an organization invitation:
- Click the link in the invitation email
- Review the organization details
- Accept or decline the invitation