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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.

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Creating an organization

When you first sign up, Orbis prompts you to create an organization. You can also create additional organizations later.
1

Open the organization switcher

Click your organization name in the top-left corner of the sidebar.
2

Click Create Organization

Enter a name for your organization (e.g., “Acme Corp”).
3

Add a logo (optional)

Provide a URL for your organization’s logo. Recommended size: 128x128 pixels.
4

Create

Click Create Organization. You’re automatically added as an Admin and switched to the new workspace.

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Inviting team members

Admins can invite new members by email.
1

Go to Settings

Navigate to Settings → Organization and click the Members tab.
2

Click Invite

Click the Invite button in the top right.
3

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
4

Send

Click Send Invitation. The invitee receives an email with a link to accept.
Pending invitations appear in the Members tab with an expiration date. Admins can cancel pending invitations at any time.

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Roles

You cannot remove the last admin from an organization. Contact support if you need to transfer ownership.

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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

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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.
1

Enable domain restrictions

Toggle Restrict who can join in the organization settings. Your email domain is automatically added as the first allowed domain.
2

Add domains

Add additional allowed domains (e.g., acme.com, subsidiary.co).
3

Save

Click Save Changes. Future invitations will be validated against the domain list.

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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.

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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.