Create or switch organizations
Add a second business to your account, switch between organizations, and understand organization and workspace names.
An organization is one business in Agiled. It has its own clients, projects, invoices, team, settings, and billing. Most people need only one.
Add another organization when you run a second business that should be kept completely separate, such as a different company or brand with its own clients, team, and bank account.
Organization or workspace?
You will see both words in Agiled:
- Organization is the business itself. Menus and settings use this word, for example Add organization and Manage organizations.
- Workspace refers to your organization's web address, such as
fernwood-studio.agiled.ai. You choose it during setup, and it is called the Workspace address or Workspace subdomain.
So "your workspace" and "your organization" mean the same business. The workspace is just where it lives on the web.
Do you need another organization?
Keep everything in one organization when the same team works for the same clients. Use CRM accounts, projects, pipelines, and roles to organize work inside it.
Create another organization only when the business needs its own:
- clients and records that the first business should not see;
- team members and roles;
- plan and billing;
- branding, domain, mailboxes, and payment account.
Open the organization menu
Select your organization's name at the top of the sidebar. The menu lists the organizations you belong to and marks the one you are in as Current.
From here you can:
- select another organization to switch to it;
- open Organization Settings for the current organization;
- open Manage organizations to see them all on one page;
- choose Add organization to set up another business.
Add an organization
- Open the organization menu and choose Add organization.
- Enter the Organization name.
- Check the Workspace subdomain. This becomes the organization's web address and cannot be changed later.
- Optionally choose an Industry and Team size, and add contact details under Additional details.
- Select Create organization.
Your new organization starts with its own free 14-day Business trial and opens in guided setup, just like a new signup. Answer the questions for the new business, and Agiled builds its pipeline, drafts, and booking page.
The trial and billing for each organization are separate. Starting a trial in a new organization does not change the plan of your first one.
If your previous organization is still being set up, Agiled asks you to wait a moment before creating the next one.
Switch organizations
- Open the organization menu at the top of the sidebar.
- Select the organization you want.
Agiled opens that organization's dashboard. You can also choose Manage organizations and switch from the list.
You're done when the name at the top of the sidebar is the business you want to work in.
After you switch, check the organization name at the top of the sidebar before you add clients, send invoices, or invite people. Records always belong to the organization you are in.
If you have the app open in another tab, refresh that tab after switching.
Switch from the billing screen
If an organization's trial or subscription has ended, it opens on Settings › Billing until someone chooses a plan. Your other organizations are not affected. Use Switch organization on that screen to go to one of them.
If an organization is missing
- Check that you are signed in with the email address you were invited with.
- Ask the organization's owner to invite you, or to resend an expired invitation.
- Open Manage organizations to see every organization your account can open.