Documenso

Overview

Organisations are the top-level entity in Documenso, containing teams, members, and shared settings.

What are Organisations?

Organisations are the top-level entity in Documenso's hierarchy. Each organisation can contain multiple teams, and each team can have multiple members.

Organisations diagram

This structure provides:

BenefitDescription
Centralized ManagementControl multiple teams from a single organisational dashboard.
Unified BillingManage billing and subscriptions at the organisation level.
Access ControlDefine roles and groups across the entire organisation.
Group ManagementCreate custom groups to organise members and control team access.
Global SettingsApply consistent settings across all teams in your organisation.

Create a New Organisation

You can create multiple organisations, but each organisation is billed separately.

Open organisation creation

Navigate to the organisation section and click Create Organisation.

Create organisation in Documenso dashboard

Select your plan

Choose a plan for your new organisation. If you want to upgrade an existing organisation, go to your organisation's billing settings.

Name your organisation

Enter an Organisation Name as the display name for your organisation.

Once created, you can create teams to organise your work. Each team operates independently but inherits organisation-level settings and branding.

Organisation vs Team Settings

Teams inherit settings from their parent organisation by default. You can override these at the team level:

SettingOrganisation LevelTeam Level
BrandingSets default for all teamsCan override or inherit
Document PreferencesSets default for all teamsCan override or inherit
Email PreferencesSets default for all teamsCan override or inherit
Document VisibilitySets default for all teamsCan override or inherit
BillingManaged centrallyNot applicable
SSOConfigured centrallyNot applicable
MembersManaged at org levelAssigned per team

Best Practices


See Also

  • Create a Team - Set up a team within your organisation
  • Team Members - Manage member roles at the organisation and team level
  • Groups - Organise members into groups for bulk team access
  • Billing - Manage organisation billing and subscriptions
  • Document Preferences - Configure default document settings

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