Organizations

This feature enables seamless collaboration across different teams and projects while maintaining control over access and policies.

Creating a New Organization

If you need to create a new organization:

Accessing Organizations

Managing Organizations

1. Click the name of the current organization on the top-left panel to open the context menu.

2. At the bottom of the dropdown, you will see:

   • Organization Settings – to manage settings and policies.

   • Switch Organization – to move between different organizations.

Organization Settings

The Organization Settings page provides an overview of your organization and various management options:

• Organization Details – Update your organization's name and website

• Organization Icon - Change the icon for your organization that is displayed throughout Token Studio

• Users & Groups – View active users, manage invitations, and organize users into groups.

• Legal Documents - Manage your organization legal documents and consent agreements

• Compliance Log – View your organization activity log for compliance purposes

Managing Users

The Users tab provides a list of active users and pending invitations.

• To invite a new user:

  1. Click Invite Users.

  2. Enter the user's email.

  3. Select the appropriate group for the user.

  4. Click Send Invite.

• You can also see pending invitations and resend them if needed.

Managing Groups

Groups allow you to assign policies to multiple users efficiently.

• To create a new group:

  1. Click Create Group.

  2. Enter a group name.

  3. Select an associated policy.

  4. Click Create.

Switching Between Organizations

To switch between organizations:

1. Open the organization dropdown at the top of the left panel.

2. Click Switch Organization.

3. A list of all the organizations you are part of will appear.

4. Click on an organization to switch to it.