Organizations

An organization is a shared workspace for a healthcare entity. It owns servers, agreements, channel grants, connections, and billing on behalf of a group of people — so the work outlives any one account and your teammates see the same servers and partners you do.

You don’t have to use organizations. Every account also has a Personal context, which is just you. Most people start in Personal and create or join an organization later.

Personal vs. acting as an organization

At any moment you are working in exactly one context:

• Personal — servers, contacts, and grants you create belong to you.
• An organization — those same things belong to the organization, and every member acting in that context can see and manage them.

The two are kept separate. A server you registered in Personal is not visible to your organization until it’s transferred, and vice versa.

The context switcher

A picker in the top-right of the Contact System header shows which context you’re in (“Personal” or an organization name). Use it to switch at any time. It lists Personal plus every organization you belong to, and lets you create a new one (within your tier’s organization limit — see below).

Caution

Switching context re-scopes the entire Contact System. Your servers, contact requests and agreements, published channels and grants, connections, and billing all change to show only what belongs to the selected context. When you’re acting as an organization, a banner reminds you so you never create a resource in the wrong place.

Your selection is remembered per account between visits. Links can also carry the context, so a shared or bookmarked link opens in the right workspace.

Tip

Before you register a server or send a contact request, glance at the switcher. The quickest way to “lose” a resource is to create it in the wrong context.

How you join one

There are three ways into an organization:

• Create it yourself from the context switcher — you become its owner.
• Be invited. Organization admins invite people from among their existing connections on the platform — there are no email invitations to forward. If you’re invited, a banner appears in the app the next time you sign in; Accept joins you on the spot, at the role you were invited with.
• Verified domain. If an organization has verified your email domain and enabled join suggestions, the app prompts you to join with one click.

See Managing your organization for the admin’s side of inviting.

Roles and tiers

Within an organization, members have a role — owner, admin, or member — that controls what they can change. An organization also has its own subscription tier, separate from your personal one, which sets that workspace’s limits. See Subscription tiers.

Your own tier limits how many organizations you can be part of. On the Free tier you can create or join at most one organization; paid tiers have no limit.

Next steps

• Manage your organization — create one, verify a domain, invite members, and handle billing.
• Core concepts — how servers, agreements, grants, and connections fit together.