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Documentation Index

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Your organization is the top-level container for your team and projects in RFI Manager. Every project you create lives inside an organization, and every team member you invite joins at the organization level. You can belong to multiple organizations at the same time — for example, one for your firm and one for a joint-venture project — and switch between them without logging out.

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Viewing your organization name and ID

Navigate to Organization Settings by opening the sidebar, selecting your current organization, and clicking Settings in the left navigation. The General tab shows your organization name and its unique ID. The ID is read-only and cannot be changed — use it when contacting support or when working with the API.

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Renaming your organization

1

Open Organization Settings

From the sidebar, go to Settings and select the General tab.
2

Edit the name field

Click into the Name field and type your new organization name.
3

Save your changes

Click Save Changes. The new name appears immediately across the app for all members.
Only admins can rename an organization. If the Name field is read-only, you do not have admin access. Ask an admin to rename the organization or promote your role.

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Switching between organizations

If you belong to more than one organization, you can switch between them from the Organizations page (/organizations). Each organization appears as a collapsible section. Click Enter Organization next to the one you want to make active. The app reloads with that organization’s projects and data.
The active organization is marked with an Active badge in the Organizations list. Switching organizations does not log you out or affect your other sessions.

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Creating a new organization

You can create additional organizations at any time — useful for separating clients, business units, or joint-venture teams.
1

Open the Organizations page

Navigate to /organizations from the sidebar or logo menu.
2

Click New Organization

Click New Organization in the top-right corner of the page.
3

Enter a name and confirm

Type a name for the new organization, then click Create. You become the admin of the new organization.

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Organization roles

RFI Manager uses three roles to control what members can do inside an organization.
Admins have full control over the organization. They can rename the organization, invite and remove members, change member roles, manage integrations, and delete the organization. The person who creates an organization is automatically its admin. An organization can have multiple admins.
Editors can create, edit, and delete projects. They can view and work with all RFIs, drawings, files, and other project data. Editors cannot invite or remove members, change roles, or manage organization-level settings. New invitees join as editors by default.
Viewers have read-only access to the organization. They can open projects, view RFIs, drawings, and documents, but cannot create, edit, or delete any content. Use the viewer role for stakeholders, clients, or reviewers who need visibility without the ability to make changes.
Admins can change any member’s role at any time from the Team tab in Organization Settings. You cannot change your own role.

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Leaving an organization

If you no longer need access to an organization, you can leave it. Leaving removes your access immediately — you will not be able to view the organization’s projects or data unless you are re-invited.
If you are the only admin of an organization that has other members, you cannot leave or delete your account until you promote another member to admin. Go to Settings → Team, change another member’s role to Admin, then return to leave.
To leave an organization, contact an admin and ask them to remove you from the Team tab, or delete your account from Account Settings if you want to leave all organizations at once.

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Deleting an organization

Deleting an organization is permanent. All projects, files, RFIs, cost data, and team member associations are deleted immediately and cannot be recovered.
Only admins can delete an organization.
1

Open Organization Settings

Navigate to Settings → General.
2

Scroll to Danger Zone

At the bottom of the General tab, locate the Danger Zone section.
3

Click Delete Organization

Click Delete Organization and confirm in the dialog that appears. The organization and all its data are permanently deleted.