Organizations

Organizations are the central grouping unit in Formstamper. They bring together users, templates, subscriptions, and workflows under a shared workspace.

What Organizations Provide

• Shared templates — All organization members can access shared templates.
• Centralized billing — Subscriptions are tied to organizations, not individual users.
• Role-based access — Members have different permission levels.
• Team management — Invite, manage, and remove team members.
• Usage tracking — Monitor action consumption across the organization.

Organization Profile

Each organization has a profile containing:

Field	Description
Name	Internal identifier (used in URLs and API calls)
Display Name	Human-readable name shown in the UI
Description	Brief description of the organization
Email	Primary contact email
Billing Email	Email for invoices and billing notifications
Phone Number	Contact phone number
Website	Organization website URL
Address	Street address, unit, city, province, postal code, country
Admin Contact	Name and email of the primary administrator

Creating an Organization

Admins can create organizations from the admin panel:

1. Navigate to Admin → Organizations.
2. Click Create Organization.
3. Fill in the organization details.
4. Optionally assign initial members.

Organization Structure

Members are linked to organizations with specific roles that determine their permissions. See Roles & Permissions for details.