Working with Organizations

Organizations in SAMS are like workspaces where teams collaborate and share application subscriptions. This guide explains how they work and what you can do based on your role.

Understanding Organizations

Think of an organization as your team's shared workspace where:

• Everyone shares subscriptions: All members can use applications the organization subscribes to
• Admins manage everything: Organization admins handle subscriptions, billing, and member management
• You can belong to multiple: You might be part of several organizations for different projects or companies

Your Role in Organizations

Organization Member

As a member, you can:

• Use Applications: Access all applications your organization has subscribed to
• View Team: See who else is in your organization
• Check Subscriptions: View which applications are available (but can't change them)
• Update Profile: Manage your personal account settings

Organization Admin

As an admin, you have all member permissions plus:

• Manage Subscriptions: Subscribe to new applications or cancel existing ones
• Invite People: Add new team members and assign their roles
• Handle Billing: Set up payment methods and monitor costs
• Organization Settings: Update organization name, description, and other details

Switching Between Organizations

If you belong to multiple organizations:

1. Find the Organization Switcher: Look for a dropdown in the top navigation showing your current organization
2. Select Different Organization: Click to see all organizations you belong to
3. Switch Context: Choose another organization to view its applications and settings

Each organization is completely separate - they have their own subscriptions, members, and billing.

Managing Team Members (Admins Only)

Inviting New Members

1. Go to Organization Settings: Navigate to Settings > Members
2. Send Invitation: Enter the person's email address
3. Choose Role: Decide if they should be an Admin or Member
4. Send: They'll receive an email invitation to join

Managing Existing Members

• Change Roles: Promote members to admin or demote admins to members
• Remove Members: Remove people who no longer need access
• Monitor Activity: See when members last signed in

Organization Settings (Admins Only)

General Information

• Update your organization's name and description
• Add a logo or profile picture
• Change contact information

Billing & Subscriptions

• View current subscription plan and costs
• Add or update payment methods
• Download invoices and billing history
• Monitor usage against plan limits

Member Management

• See all current members and their roles
• View pending invitations
• Remove members or change their permissions

Working with Shared Applications

Accessing Applications

All organization members can access subscribed applications:

• Find them on your dashboard after signing in
• Click any application to start using it
• Applications may have their own login or may use single sign-on

Understanding Limits

Most applications have usage limits based on your organization's subscription:

• User limits: How many people can use the application
• Feature limits: Which features are available on your plan
• Usage quotas: Monthly limits on API calls, storage, etc.

These limits are shared across your entire organization.

Common Questions

Can I create my own organization?

This depends on your account settings. Some organizations allow any user to create new organizations, while others restrict this to admins. If you need to create an organization and can't find the option, contact support.

What happens if I leave an organization?

• You lose access to that organization's applications
• Your personal account remains active
• You can still access other organizations you belong to
• Organization admins can see that you've left

Can I see billing information?

Only organization admins can view billing details, payment methods, and costs. Members can see which applications are subscribed but not the financial details.

What if my organization admin leaves?

Organizations need at least one admin. If the only admin leaves or becomes inactive, contact support to help transfer admin rights to another member.

Getting Help

• Ask Your Admin: For questions about subscriptions, billing, or organization access
• Check Documentation: Browse these guides for detailed information
• Contact Support: For technical issues or account problems
• Use AI Assistant: Quick help available in the application