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Create and Switch Organizations

Use the Organization page when you need a new team workspace or want to move between existing organizations.

Before you start

Section titled “Before you start”
  • you need to be signed in
  • a personal organization already exists for your account
  • team collaboration requires a team organization, not a personal one

Create a new organization

Section titled “Create a new organization”
  1. Open Organization from the main sidebar.
  2. Click Create Organization or Create New from the organization switcher.
  3. Enter the organization name.
  4. Optionally add a short description.
  5. Click Create Organization.

After creation, the new organization becomes available in the switcher.

Switch organizations

Section titled “Switch organizations”
  1. Open Organization.
  2. Click the Switch dropdown near the page title.
  3. Select the workspace you want to open.

AnalytAI immediately reloads the organization context. Your projects, dashboards, and reports update to match the selected workspace.

When to create a team organization

Section titled “When to create a team organization”

Create a team organization when:

  • you want to invite teammates
  • you need shared access to projects and dashboards
  • you want a separate workspace for a client, department, or business unit
Section titled “Related tasks”