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What is Multi-Organization?

Multi-Organization is a feature that allows users to belong to multiple organizations using the same email address. This enables seamless switching between organizations without requiring separate login credentials. Key Benefits:
  • Single email address across multiple organizations
  • Seamless switching between organizations from your profile
  • Create new organizations without logging out
  • Password synchronization across all organizations

How It Works

  1. Login - User logs in normally with their email and password
  2. Auto-Selection - System automatically logs user into their most recently accessed organization
  3. View Organizations - User can view all their organizations from the profile menu
  4. Switch - User can switch to any organization they belong to
  5. Create New - User can create additional organizations (if permitted)
When you switch organizations, your current session token is revoked and a new token is issued for the target organization. Make sure to update your stored token after switching.

API Endpoints

Copy Data Feature

When creating a new organization, you can optionally copy data from your first organization where you have the owner role (either as the original creator or as an invited owner).

What Gets Copied

DataCopiedNotes
Organization SettingsLanguage, currency, configuration
HubsAll hubs you have access to
Custom RolesOnly with system permissions
FlowsAll custom and default flows
Default RolesAlways created from standard templates
Custom Module PermissionsOrganization-specific, not transferable

Important Notes

  • Default roles (Owner, Admin, Planner, Field User) are always created from standard templates with their default permissions
  • Custom roles are copied but only retain system permissions - any custom module permissions are excluded
  • Invited owners can also use the copy feature - you don’t need to be the original organization creator

Password Behavior

When a user belongs to multiple organizations:
  • Password Sync: Password changes are synchronized across all organizations automatically
  • Password Reset: Admin can only reset passwords for users who originally registered in their organization (not for invited users)
Password Reset Restriction: If a user was invited to your organization from another organization, you cannot reset their password. Only the organization where the user originally registered can perform password resets.

Permissions

PermissionDescription
create/organizationRequired to create new organizations