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Organisations

Create organisations for the divisions of your company, switch between them, and set each one's name, approved email domains and outside access.

Updated 19 October 2026

Who this is for: company administrators.

An organisation is a division of your company, such as a region or a business unit. Projects and people belong to an organisation. Most companies start with one; you can add more when divisions need to keep their work apart.

Create an organisation

  1. In Admin, on the Overview tab, choose Organisations.
  2. Choose New organisation.
  3. Type the Name. The Identifier is filled in from it; change it if you like, using lower-case letters, digits and hyphens.
  4. Under Additional administrator (optional), choose someone else to administer it, or leave Nobody else. You are made an administrator of it either way.
  5. Choose Create organisation.
The New organisation window open over the Organisations page, with a name typed and its identifier filled in.
Fictional demonstration project. All names and details are invented and do not represent any real organisation, including any that shares a name with it.

Switch to another organisation

  1. Choose the organisation's name in the top bar. It only appears when you belong to more than one.
  2. Choose the organisation you want. The app reloads on its Dashboard.
  3. Or, in Admin, choose Organisations and Switch to on its row.

Set an organisation's details

  1. Switch to the organisation, then in Admin choose Organisation Settings.
  2. Change the Organisation name if you need to.
  3. Under Approved email domains, type a domain such as example.com and choose Add.
  4. Choose who from outside can open projects under External project access.
  5. Choose Save changes. You see "Settings saved."

Outside access

External project access decides whether guests and third parties can open projects at all:

  • No external access — they cannot open any project, even if assigned to one.
  • Approved domains only — an assigned outside user must also sign in from one of the domains you list.
  • Project-managed — being assigned to a project is enough.

A project can narrow this, never widen it. Internal staff are not affected.

Guest self-registration lets people with an approved email domain register as guests themselves. Third-party access turns third-party users on for the organisation.

Data export

Data export sets the default for every project: Anyone with a project role, or Only users with the Data export permission. A project can change it either way. Under either setting, a person needs a role on the project itself.

Good to know

  • The Organisations list shows Current, Member or No access for each one. You can switch only into those where you have a role.
  • Organisations cannot be renamed from the list; rename the current one in Organisation Settings.
  • Branding belongs to the whole company, not to one organisation. See Your company’s sign-in page.

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