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January 20, 2024

How to create an organization?

An organization is a structure in which you can create teams inside. You can create unlimited teams within your organization. And you can categorize the users you add to your organization in these teams.

Let's say you've 3 Teams in your organization: Sales, Marketing, Customer Success

  • You can create separate teams for these in your organization.
  • First, you should invite your teammates to your "Retable Organization" directly from the "Organization" tab on your Account Settings.
  • When they accept your invitation request, that we sent them via email, you can add them to your teams.
  • A user can be more than one team. For example, I can be a member of both the Marketing and Customer Success teams.

So when you want to share a project or workspace, you can share it with teams instead of with people one by one.

Workspaces: Workspaces are like folders and contain projects. You can easily organize your teams' projects by creating a workspace for each team. For example; Sales workspace, Marketing Workspace, Customer Success workspace.Let's say you have created a workspace for your marketing team. If you share this workspace directly with the @Marketing team, anyone you added to the Marketing team can view all the projects under this workspace.  If you give them edit or owner access they can also edit all projects under this workspaces.Of course, you've another option. Maybe you don't want the entire marketing team to see all the projects under the Marketing workspace. Then you can share specific projects anyone in your organization instead of sharing the entire workspace.

You can follow the steps below to create organization;

How to Create an Organization
How to Create an Organization
  • Click on the 3 dots on the top right of your Retable Dashboard page.
  • Select "Account Details" from the opened field.
  • Click on the “Organization” tab.
  • Click on “Add organization” button.
  • Type the “Organization Name” and click on “Save” button.

Here's the quick guide to create and customize your organization and how to invite your teammates to your organization!

That's all! Now you created your organization on Retable.