Organizations and Teams
Set up your organization and manage team members.
Last updated March 20, 2026
Organizations and Teams
Creating an Organization
- Go to Settings > Organization
- Click Create Organization
- Enter your organization name
- Your current workspace becomes the organization's workspace
Inviting Team Members
- In Settings > Organization, click Invite Member
- Enter their email address
- Select their role:
- Admin - full access to all settings and data
- Member - can create and manage forms and scheduling
- Viewer - read-only access
- They will receive an email invitation to join
Workspace Switching
If you belong to multiple organizations, use the workspace switcher in the top-left of the dashboard to switch between them.
Roles and Permissions
- Owner - the organization creator, has full control
- Admin - can manage members, billing, and all features
- Member - can create and manage their own forms and event types
- Viewer - can view forms, responses, and bookings but not modify them