Things for Work | Support with Organizations

Support with Organizations


Creating a New Organization

To create a new Organization, click the Organization list dropdown in the top navigation bar (will say the name of your currently selected Organization) and then click "Create Organization":

Inviting a New Member to an Organization

  1. From the Organization dashboard, click the "Members" tab
  2. Click the "Invite Organization" button
  3. Enter the new Member's email address in the box and click "Send Invite"

Here's a short video showing each step:

The email sent to the new Member will look something like the below. All they have to do is click the link to create their own account (or log in with their existing account) and then join the Organization:

						
Subject: Invitation to join: Demo Company

You have been invited to Demo Company

Click here to accept the invitiation https://thingsforwork.com/organization/accept/64/6c9fc8d236b43352adb9e28005e4df13
						
					

Changing the Name of an Organization

From the Organization dashboard, click the "Settings" tab, edit the text in the box at the top, and then click "Save Changes":

Changing a Member's Access Rights

By default, an Organization Member will have access to all the Projects that the Organization has access to. In order to change that, follow the instructions below:

  1. From the Organization dashboard, click the "Members" tab
  2. Click the email address of the Member
  3. Uncheck the box next to "Has access to all the organization's projects"
  4. Check/uncheck the boxes below next to the name of each Project to set access rights
  5. Click "Save Changes"

Deleting an Organization Member

  1. From the Organization dashboard, click the "Members" tab
  2. Click the email address of the Member
  3. Click the "Remove member" button

Deleting an Organization

Frm the Organization dashboard, click the "Settings" tab, and then click "Remove Organization":

How to Switch Organizations

If you happen to be a member of more than one Organization, there will come a time that you wish to switch from one Organization Dashboard to another. In order to do that, simply click the dropdown box next on the top navigation bar and then click the name of the Organization you wish to view: