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Documentation Index

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An organization in RFI Manager is the top-level container that groups your team and their projects together. Think of it as your company, business unit, or client account — a single place where members collaborate across multiple construction jobs. You can belong to more than one organization, and each organization can contain as many projects as you need.

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Creating an organization

You create your first organization during onboarding, immediately after you sign in for the first time.
1

Sign in and reach onboarding

After creating your account and signing in, RFI Manager automatically takes you to the onboarding flow if you do not yet belong to any organization.
2

Name your organization

Enter a name for your organization — for example, “Acme Construction” — and click Create Organization. This name appears throughout the platform and in any invitation emails you send.
3

Invite your team (optional)

On the next step, enter the email addresses of coworkers you want to invite, separated by commas, and click Send Invites. You can skip this step and invite people later from Organization Settings.
4

Enter the platform

Once your organization is created, you land in the main application. Your organization is active and ready for projects.
You can create additional organizations at any time from the Organizations page. Click New Organization in the top right to add one without going through onboarding again.

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Switching between organizations

If you belong to multiple organizations, you can switch between them from the Organizations page.
1

Open Organizations

Click Organizations in the sidebar. All organizations you belong to are listed, with their projects nested below.
2

Enter a different organization

Find the organization you want to switch to and click Enter Organization on the right side of its header. The platform updates to show that organization’s projects and data.
The currently active organization is highlighted with an Active badge on the Organizations page.

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Role-based access

Every organization member has a role that controls what they can do. RFI Manager uses a simple two-level model:

Editor (owner/admin)

Editors can create and delete projects, upload files, manage RFIs, run analyses, update organization settings, and invite or remove members.

Viewer

Viewers can read projects, browse RFIs, and view analysis results. They cannot create or delete content, or change organization settings.
The organization creator is automatically assigned the admin role. Admins can update the organization name, description, and member roles from Organization Settings → General and Organization Settings → Team.

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How invitations work

When you invite someone to your organization, RFI Manager sends them an email with a unique invitation link.
1

Send the invitation

Go to Organization Settings → Team and enter the invitee’s email address. Click Send Invite. You can also send invites to multiple addresses at once by separating them with commas.
2

Invitee receives an email

The invitee gets an email with a link to join your organization. The link is single-use and expires after a set period.
3

Invitee accepts

When the invitee clicks the link, they are prompted to sign in or create an account. Once authenticated, they are added to your organization automatically and redirected to the platform.
Invitation links are single-use. If an invitee’s link expires before they accept, you will need to send a new invitation from the Team settings tab.

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Organization settings

Admins can manage their organization from Organization Settings, which has three tabs:
Update the organization name and description. This tab also contains the Danger Zone where admins can permanently delete the organization and all its data.
View current members, their roles, and pending invitations. Send new invites and remove existing members.
Connect third-party services such as Gmail and Autodesk to enable additional workflows across your organization’s projects.
Deleting an organization is permanent and removes all projects, files in the vault, RFI data, and team member associations. This action cannot be undone.