Tokens Studio (Legacy Docs)

Appearance

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:

Step 1

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

Step 2

Click Switch Organization to navigate to the Create a New Organization form.

Step 3

Click on Create Organization to open the create form.

You'll be asked to provide a name for the organization, and a website which is optional.

Step 4

After creating the organization, you will be directed to set up your first project within it.

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.

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.