> ## Documentation Index
> Fetch the complete documentation index at: https://help.trytuuli.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Organizations: Team Containers Across Multiple Projects

> An organization in RFI Manager is a shared workspace for your team. It holds multiple projects and controls who can view or edit your work.

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.

## Creating an organization

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

<Steps>
  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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**.
  </Step>

  <Step title="Enter the platform">
    Once your organization is created, you land in the main application. Your organization is active and ready for projects.
  </Step>
</Steps>

<Tip>
  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.
</Tip>

## Switching between organizations

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

<Steps>
  <Step title="Open Organizations">
    Click **Organizations** in the sidebar. All organizations you belong to are listed, with their projects nested below.
  </Step>

  <Step title="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.
  </Step>
</Steps>

The currently active organization is highlighted with an **Active** badge on the Organizations page.

## Role-based access

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

<CardGroup cols={2}>
  <Card title="Editor (owner/admin)" icon="pen-to-square">
    Editors can create and delete projects, upload files, manage RFIs, run analyses, update organization settings, and invite or remove members.
  </Card>

  <Card title="Viewer" icon="eye">
    Viewers can read projects, browse RFIs, and view analysis results. They cannot create or delete content, or change organization settings.
  </Card>
</CardGroup>

<Note>
  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**.
</Note>

## How invitations work

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

<Steps>
  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>
</Steps>

<Warning>
  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.
</Warning>

## Organization settings

Admins can manage their organization from **Organization Settings**, which has three tabs:

<AccordionGroup>
  <Accordion title="General">
    Update the organization name and description. This tab also contains the **Danger Zone** where admins can permanently delete the organization and all its data.
  </Accordion>

  <Accordion title="Team">
    View current members, their roles, and pending invitations. Send new invites and remove existing members.
  </Accordion>

  <Accordion title="Integrations">
    Connect third-party services such as Gmail and Autodesk to enable additional workflows across your organization's projects.
  </Accordion>
</AccordionGroup>

<Warning>
  Deleting an organization is permanent and removes all projects, files in the vault, RFI data, and team member associations. This action cannot be undone.
</Warning>