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Organization

Manage your organization's profile and team members.

Overview​

Organizations in Supaflow let you collaborate with your team. Each organization has its own workspaces, pipelines, and billing. You can belong to multiple organizations and switch between them as needed.

Key capabilities:

  • Create and manage organizations
  • Invite team members
  • Assign roles and permissions
  • Update organization profile
  • Leave organizations

To access: Navigate to Settings → Organization in the sidebar.

Understanding Organizations​

What is an Organization?​

An organization is a team workspace where multiple users collaborate on data pipelines. When you first sign up for Supaflow, you start with a personal organization. You can create additional organizations for different teams or companies.

Active Organization​

The active organization is the one you're currently working in. This determines:

  • Which workspaces and pipelines you see
  • Your role and permissions
  • Which billing account is used

You can switch between organizations using the organization switcher in the top navigation.

Organization Roles​

Organizations have two roles:

RoleWhat They Can Do
AdminFull control - manage settings, invite members, change roles, billing, delete organization
MemberView organization, create and manage workspaces and pipelines

Managing Your Organization (General Tab)​

Viewing Organization Profile​

Your organization profile shows:

  • Organization name
  • Organization icon/avatar
  • When the organization was created

Updating Organization Profile​

Who can do this: Organization admins

To update:

  1. Go to Settings → Organization
  2. Make sure you're on the General tab
  3. Click Update profile
  4. Change the organization name or upload a new icon
  5. Save your changes

Leaving an Organization​

To leave:

  1. Go to Settings → Organization
  2. Click Leave organization (red link at bottom)
  3. Confirm you want to leave

Important:

  • You cannot leave if you're the only admin (make someone else admin first)
  • If you're the only member, leaving will delete the organization
  • You'll lose access to all workspaces and pipelines in this organization

Managing Team Members (Members Tab)​

Viewing Team Members​

To see your team:

  1. Go to Settings → Organization
  2. Click the Members tab
  3. View the list of all members with their roles

All organization members can view the team member list.

Inviting New Members​

Who can do this: Organization admins

To invite someone:

  1. Go to the Members tab
  2. Click Invite button
  3. Enter the person's email address
  4. Select their role (Admin or Member)
  5. Click Send invitation

The person will receive an email invitation to join your organization. They'll need to accept the invitation to become a member.

Managing Pending Invitations​

Invitations that haven't been accepted yet appear in the pending section.

To cancel an invitation:

  1. Find the invitation in the pending list
  2. Click the three-dot menu
  3. Select Revoke

Changing Member Roles​

Who can do this: Organization admins

To change someone's role:

  1. Find the member in the list
  2. Click the three-dot menu next to their name
  3. Select Change role
  4. Choose the new role (Admin or Member)
  5. Confirm the change

Removing Members​

Who can do this: Organization admins

To remove someone:

  1. Find the member in the list
  2. Click the three-dot menu next to their name
  3. Select Remove from organization
  4. Confirm the removal

Note: The person will immediately lose access to all workspaces and pipelines in the organization.

Creating Your First Organization​

When you first sign up, you have a personal organization. To create an additional organization for your team:

  1. Use the organization switcher in the top navigation
  2. Click Create organization
  3. Enter your organization name
  4. Click Create

You'll automatically become the admin of the new organization and can start inviting team members.

Common Scenarios​

Moving from Personal to Team Organization​

When you're ready to add teammates:

  1. Create a new organization (or rename your personal one)
  2. Invite team members via the Members tab
  3. Assign appropriate roles (admin for managers, member for contributors)
  4. Team members can now collaborate on your workspaces

Managing Multiple Teams​

If you work with multiple companies or teams:

  • Create a separate organization for each team
  • Use the organization switcher to move between them
  • Each organization has independent billing and workspaces
  • Your user account works across all organizations

Transitioning Organization Ownership​

To hand off admin responsibilities:

  1. Make the new admin a member first (invite them)
  2. Change their role to Admin
  3. Verify they have full access
  4. You can then either:
    • Remain as an admin (multiple admins allowed)
    • Change your own role to Member
    • Leave the organization entirely

Consolidating Organizations​

If you have multiple organizations and want to consolidate:

  1. Choose which organization to keep
  2. Manually recreate pipelines in the target organization
  3. Invite all members to the target organization
  4. Once migration is complete, leave or delete the old organization

Note: There's no automatic merge - you'll need to manually recreate resources.

Best Practices​

Organization Naming​

Choose clear, recognizable names:

  • ✅ Good: "Acme Corp", "Data Team - Q4", "Production Environment"
  • ❌ Poor: "Org 1", "Test", "asdfg"

Why: You and your team will see this name frequently when switching organizations.

Role Assignment​

Start with least privilege:

  • New members: Start as Member role
  • Promote to Admin only when needed
  • Have at least 2 admins for redundancy
  • Review roles quarterly

Invitation Management​

Keep invitations tidy:

  • Revoke pending invitations that are more than 7 days old
  • Re-send invitations if needed
  • Confirm with the person before inviting them
  • Double-check email addresses (typos = failed invitations)

Member Offboarding​

When someone leaves the team:

  1. Remove them from the organization immediately
  2. Review what they had access to
  3. Update any shared credentials they knew about
  4. Transfer ownership of their workspaces if needed

Troubleshooting​

Can't Leave Organization​

Problem: "Leave organization" button is disabled or shows an error.

Why: You're the only admin, or the only member.

How to resolve:

  • If only admin: Make someone else an admin first
  • If only member: Leaving will delete the organization (confirm this is what you want)

Invitation Not Received​

Problem: Team member didn't get the invitation email.

How to resolve:

  1. Check they gave you the correct email address
  2. Ask them to check spam/junk folders
  3. Revoke the old invitation and send a new one
  4. Try a different email address if available
  5. Contact support if the issue persists

Can't Change Someone's Role​

Problem: Role dropdown is disabled or doesn't appear.

Why: You need to be an admin to change roles.

How to resolve:

  • Ask an existing admin to change the role
  • Or ask an admin to promote you to admin first

Wrong Active Organization​

Problem: You're seeing the wrong organization's data.

How to resolve:

  1. Check the organization switcher in the top navigation
  2. Click it and select the correct organization
  3. The page will refresh with the right organization's data
  • Settings - Settings overview
  • Billing - Organization billing and subscription (applies to entire organization)

Support​

Need help with organizations? Contact us at support@supa-flow.io

Last updated on by pungaa
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