Working with multiple organizations — Settings

Your Flowtly account can belong to multiple organisations. This is useful for managing separate companies, client accounts, or distinct business units from a single login. Each organisation maintains its own data, members, and settings, completely separate from others.

Switching between organisations

The organisation you are currently working in is displayed in the account menu. To switch organisations, open the account menu, then select the desired organisation from the list of organisations your account belongs to. Flowtly will reload, displaying only the projects, finances, and people associated with the selected organisation. Data, settings, and access do not carry over between organisations.

Working in an organisation needs an employee profile there as well as a membership. If you select an organisation where you have no employee profile, Flowtly says so and does not open it: it moves you to your other organisation, or asks you to choose another one, and when it is your only organisation it asks you to contact that organisation's administrator. Once the administrator has added your profile, you can select the organisation again.

A link in an invoice approval email names the organisation the invoice belongs to. If you open it while working in another organisation, Flowtly switches you to the named one and opens the linked page there, so the invoice and its notification are where you expect them. It switches only to an organisation you belong to and can work in. Otherwise you stay where you are.

Finding an organisation in a long list

The full list of your organisations opens on the organisation selection page. When some of your organisations belong to the same holding, the list groups them under the holding's name, sorted alphabetically, and places the rest under Other organizations. Each group shows how many organisations it holds. Holdings are set up by Flowtly on request; a holding only groups the list and grants no access of its own.

Each organisation shows its tax identification number (NIP), when one is on file, next to your role, which tells apart companies whose names differ only in a suffix. Once the list is long enough to show a search box, you can search by name or by NIP, with or without dashes and spaces.

The organisation panel on desktop

On a wide screen, Change organization in the account menu opens a panel beside it; selecting the entry again closes the panel. The panel is a fixed width and scrolls inside itself, so a long list does not stretch the menu. Closing the panel leaves the account menu open behind it.

Each row shows the organisation's avatar and name, and under the name a secondary line giving its tax identification number, your role there, and, for an organisation on a trial, how many days of the trial remain. Parts with nothing to show are left out, so an organisation with no NIP on file shows the role alone. A long name wraps onto a second line rather than being cut short, because what tells two related companies apart is usually the end of the name. The organisation you are working in carries a check mark, and an Admin badge marks the organisations where you hold that role.

The panel lists organisations alphabetically and groups them by holding on the same rules as the full list. When none of your organisations belong to a holding, the panel is one flat list with no headings.

With more than six organisations to switch between, the panel also offers a search box and a short legend naming the check mark, the holding icon and the role badge; a shorter list needs neither and gets neither. Search matches the name or the NIP, with or without dashes and spaces, and when nothing matches the panel says so rather than showing an empty list.

Add organization at the foot of the panel starts a new one. It is not offered in a demo session.

Using the panel from the keyboard

The panel opens with the search box focused when there is one, and on the organisation you are working in when there is not.

Down and Up move between organisations, and Up from the first organisation returns to the search box.
Home and End jump to the first and last organisation.
Enter switches to the focused organisation.
Escape clears the search text when there is any, and closes the panel when there is none.

Group headings are labels rather than stops, so moving through the list passes over them.

Joining or creating another organisation

You can join or create organisations:

Joining an existing organization: Accept an invitation to your account from an existing organisation: open Choose organization, where invitations wait under Pending invitations, and click Accept. Upon joining, you will be assigned a role within that organisation.
Creating a new organization: Create a new organisation from the organisations menu to set up a new, separate workspace. As when signing up, a temporary or disposable email address cannot be used to create an organisation; Flowtly asks for a permanent address instead.

Roles and access are set per organisation

Your role and associated permissions are defined separately for each organisation your account belongs to. For example, you might have the Admin role in one organisation and the Member role in another. Your access and capabilities within Flowtly will change accordingly when you switch between organisations.

Example use cases

A consultant keeps a separate organisation for each client and switches between them as the working day moves from one engagement to the next.
An owner runs two companies from a single login, switching organisations to invoice and report on each independently.
A new team member is invited into an existing organisation and switches to it once their onboarding elsewhere is complete.