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What is an organization?

In the Tray platform, being a member of an organization opens up the power of collaboration.

Sharing workflows and authentications

The key to making organizations collaborative is that both workflows and authentications can be shared in a way that makes them accessible and usable to other members in an organization.

When workflows are shared within an organization they can be searched, found and edited by members as easily as if they were their own workflows, while the identity of the creator remains clear:

filter-workflows

The fact that authentications can also be shared is key to real collaboration.

This means that you can work with 'company' authentications. Once an authentication for a particular service has been shared, it is available for contributors in your organization to use any time they add a connector step for that service:

company-asana-auth

Private versus shared

It is important to note that both workflows and authentications are private by default. This is particularly important with authentications.

This means that they will only be visible to the creator in the workflow and authentications sections of the dashboard, unless and until they are shared.

Organization Owners and Admins can 're-privatize' workflows and authentications back to their creator.

Owners can also change other users' workflows from private to shared.

Billing and settings

A key aspect of an Organization is that it is recognized as an entity which has a subscription and billing setup.

The Owner of an Organization is the only person who can make these settings.

Roles

There are 4 roles in an Organization - the Owner and Admin have 'superuser' permissions, and a Contributor can view, edit and use all shared workflows and authenications. The only thing a Viewer can do is view workflows and their logs.

Click here to learn more about Roles.

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