Organizations & Teams

Modified on Mon, 03 Apr 2023 at 12:06 PM

inMultifamily Organizations are the basic container into which all scenarios, users, and data belong.

Organizations usually represent a company that is a inMultifamily customer or partner. Each organization has a separate pricing plan and is billed separately. This means that you can also monitor your operations and data consumption for each organization separately.

Creating inMultifamily organizations

Any user can create their own organization, even if they already are a member of another organization.

  1. Click your user name in the left menu, and then click Profile.


Adding users to organizations

To add users to an organization, you must be the owner or an admin of the organization. For more details about roles, refer to Organization roles.

  1. Go to the Organization tab and select your organization.

  2. Click on Users.

  3. Click Invite a new user.

  4. In the dialog that opens, fill in the details of the user:

    • Email - the invited user's email address .

    • Name - the name of the user. The user can change their name after they accept the invitation.

    • Role in the organization

    • Team      

    • Note - your custom message appears in the invitation email.

  5. Click Save.

The user receives an invitation email where they can accept the invitation by clicking Accept invitation button.

Adding_Users_to_organizations.png

When the user accepts the invitation, the system adds them to the organization. The system also adds the user to the selected team with the team member role. 


Note:
The invitation expires in 7 days. If the invited user does not accept the invitation, use the following steps:

1. Remove the invited user from your organization. See the section below.
2. Use the above procedure to send a new invitation.


Removing Users

To eliminate users from an organization, you must hold the role of owner or administrator.

Navigate to the Organization tab and choose your organization.

Select Users.

In the Role column, use the dropdown menu to set the role to None.

The user will be removed from the list, and a brief confirmation message will be displayed.

Organization Roles InMultifamily offers a dual-tiered permission structure. All users belong to a minimum of one organization and one team. The permissions granted to users are based on their assigned organization and team roles.

The table below outlines the actions that can be performed by members with different organizational roles.

For details regarding team roles, consult the article on teams.




Changing Organizations 

For members who belong to several organizations, the active organization can be altered via the left-hand menu. All menu items correspond to those associated with the currently chosen organization.





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