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What is an organization?

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

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 moved to the 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.

Workspaces

You can switch between 'Personal' and 'Organization' workflows by choosing the desired Workspace from the drop-down in the top left of your dashboard:

filter-workflows

The fact that it is possible to make organization authentications is key to real collaboration.

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

company-asana-auth

Personal versus Organization

It is important to note that both workflows and authentications are personal 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 moved to the Organization.

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

Owners can also move other users' workflows from personal to organization.

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 organization workflows and authentications. The only thing a Viewer can do is view workflows and their logs.

Click here to learn more about Roles.

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