An organization is your shared workspace in Orbis. Contacts, companies, boards, campaigns, and most data belong to the organization — meaning everyone on the team sees the same CRM.
Creating an organization
When you first sign up, Orbis prompts you to create an organization. You can also create additional organizations later.
Open the organization switcher
Click your organization name in the top-left corner of the sidebar.
Click Create Organization
Enter a name for your organization (e.g., “Acme Corp”).
Add a logo (optional)
Provide a URL for your organization’s logo. Recommended size: 128x128 pixels.
Create
Click Create Organization. You’re automatically added as an Admin and switched to the new workspace.
Inviting team members
Admins can invite new members by email.
Go to Settings
Navigate to Settings → Organization and click the Members tab.
Click Invite
Click the Invite button in the top right.
Enter email and role
Enter the person’s email address and choose a role:
- Editor — full access to contacts, features, and data
- Admin — everything an Editor can do, plus manage members and organization settings
Send
Click Send Invitation. The invitee receives an email with a link to accept.
Roles
| Role | Permissions |
|---|
| Editor | Full access to contacts, companies, notes, tasks, boards, campaigns, agents, and all features |
| Admin | Everything an Editor can do, plus: manage members (invite, promote, remove), update organization settings, configure domain restrictions |
You cannot remove the last admin from an organization. Contact support if you need to transfer ownership.
Organization settings
Admins can manage organization settings from Settings → Organization → General:
- Organization name — displayed throughout the app
- Logo URL — shown in the sidebar and shared views
- Organization ID — copy this when contacting support
Email domain restrictions
Admins can restrict who can join the organization based on their email domain.
When enabled, only users with email addresses from the allowed domains can accept invitations. This is useful for ensuring only company employees can join your workspace.
Enable domain restrictions
Toggle Restrict who can join in the organization settings. Your email domain is automatically added as the first allowed domain.
Add domains
Add additional allowed domains (e.g., acme.com, subsidiary.co).
Save
Click Save Changes. Future invitations will be validated against the domain list.
Switching organizations
If you belong to multiple organizations, click the organization name in the top-left corner of the sidebar to switch between them. Each organization has its own contacts, data, and settings.
Removing members
Admins can remove members from Settings → Organization → Members. Click the … menu on any member and select Remove from organization. The member immediately loses access to all organization data.
Removing a member is immediate. They will lose access to all contacts, notes, tasks, and other organization data. You can always re-invite them later.
