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Organization Management

Create and manage organizations to organize your teams, projects, and billing.

What Is an Organization?

An organization is the top-level container in Document Stack. Every project, template, team member, and API key belongs to an organization. Think of it as your company or team's workspace.

  • Each user can create or belong to multiple organizations
  • Billing is managed at the organization level
  • Projects and templates are scoped to a single organization
  • Team members are invited per organization

Creating an Organization

You create your first organization during onboarding. To add more:

  1. Click the organization switcher in the sidebar
  2. Click Create Organization
  3. Enter a name (e.g., "Acme Corp" or "Client — BigCo")
  4. An organization slug is auto-generated from the name
  5. Click Create

Use Case

Freelancers and agencies often create separate organizations for each client to keep projects, billing, and team access isolated.

Switching Organizations

If you belong to multiple organizations, use the organization switcher in the sidebar to change your active organization. The dashboard, projects, and settings will update to reflect the selected organization.

Your active organization is stored in your session, so it persists across page refreshes and browser tabs.

Organization Settings

To manage your organization:

  1. Navigate to Settings in the sidebar
  2. You'll see the following sections:
  • General — Update the organization name, slug, and logo
  • Team — Invite members, assign roles, remove access
  • Billing — Manage subscription, view invoices, update payment

Roles & Permissions

Each member of an organization has a role that determines what they can do:

RolePermissions
OwnerFull access — billing, team management, all projects, danger zone
AdminManage team, create/delete projects, manage API keys, edit templates
MemberAccess projects, edit templates, generate PDFs — cannot manage team or billing
Every organization must have at least one Owner. Ownership can be transferred to another Admin from the organization settings.

Inviting Team Members

To invite someone to your organization:

  1. Go to Settings → Team
  2. Click Invite Member
  3. Enter their email address and select a role
  4. Click Send Invite

They'll receive an email with an invitation link. Once they accept, they'll appear in your team list and can access all projects in the organization.

Deleting an Organization

Deleting an organization permanently removes all its projects, templates, API keys, and team associations. This action cannot be undone.

  1. Go to Settings → General
  2. Scroll to the Danger Zone
  3. Click Delete Organization
  4. Type the organization name to confirm

Irreversible

All data associated with the organization will be permanently deleted. Make sure to export any templates or data you want to keep before deleting.

Next Steps

Previous

Installation & Setup

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Team Members & Roles