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Organizations

Organizations allow you to group forms, workflows, and data. They support multi-tenant isolation and team collaboration.

What are Organizations?​

Organizations provide:

  • Data Isolation: Separate data per organization
  • Team Collaboration: Share resources with team members
  • Access Control: Manage permissions
  • Billing: Track usage and billing per organization

Creating an Organization​

  1. From Dashboard:

    • Click "New Organization"
    • Enter organization name
    • Set organization settings

  2. Auto-Creation:

    • First organization created automatically
    • On first sign-up
    • Can create additional organizations

Organization Settings​

General Settings​

  • Name: Organization name
  • Description: Organization description
  • Logo: Organization logo
  • Domain: Custom domain (if configured)

Database Settings​

  • Database Name: Auto-generated as org_{orgId}
  • Connection: MongoDB connection settings
  • Collections: Manage collections

Limits & Quotas​

  • Forms: Max number of forms
  • Workflows: Max number of workflows
  • Submissions: Max submissions per month
  • Storage: Max storage space

Team Members​

Inviting Members​

  1. Go to Members:

    • Organization settings
    • Click "Members" tab
    • Click "Invite Member"

  2. Enter Email:

    • Enter member email
    • Select role
    • Send invitation

  3. Member Accepts:

    • Receives email invitation
    • Clicks link to accept
    • Added to organization

Roles​

Owner:

  • Full control
  • Can delete organization
  • Manage billing
  • All permissions

Admin:

  • Manage members
  • Configure settings
  • Create/edit resources
  • Cannot delete organization

Member:

  • Create forms/workflows
  • Edit own resources
  • View organization data
  • Limited settings access

Viewer:

  • Read-only access
  • View resources
  • View data
  • Cannot make changes

Managing Members​

  • Change Role: Update member role
  • Remove Member: Remove from organization
  • Resend Invitation: Resend invite email

Organization Resources​

Forms​

  • Organization Forms: All forms in organization
  • Shared Access: Team members can access
  • Permissions: Based on role

Workflows​

  • Organization Workflows: All workflows
  • Shared Execution: Team can execute
  • Monitoring: All members can monitor

Data​

  • Organization Database: Isolated database
  • Collections: Organization collections
  • Access Control: Role-based access

Switching Organizations​

  1. Organization Switcher:

    • Click organization name
    • See all organizations
    • Select organization

  2. Context Switch:

    • All resources switch
    • Forms, workflows, data
    • Maintains session

Best Practices​

  1. Organize by Team: One organization per team
  2. Use Roles: Assign appropriate roles
  3. Manage Access: Regularly review members
  4. Set Limits: Configure quotas appropriately