Organizations

An organization is an entity that contains workspaces and members, and usually corresponds with your company. It is recommended that you name your organization in a way that directly relates to your business’ name to prevent confusion. Keep in mind that you can add as many members to your organization as you’d like.

Helpful articles to get you started:

• Create a new organization
• Edit an organization name
• Transfer ownership of an organization
• Add and remove members from an organization

Workspaces

Workspaces are created within an organization and can correspond to departments, project teams, or other groupings of individuals within your company. When you create and run workflow templates, you will do so within the context of a workspace. You can add workspace administrators who can have admin functions available on their dashboard. “Generate Task Link”, “Resend Email”, and “ReAssign Link” are three standard admin functions and custom admin functions can be created in addition to the standard ones.

Integrations to Zapier or other 3rd party applications can be made at the workspace level. This security aspect should be taken into consideration when defining workspaces.

You can add an unlimited number of members to workspaces, and members may be part of multiple workspaces. A member must be part of the organization before they can be added to workspaces.

• Add and remove workspaces from an organization
• Add and remove members from a workspace

Members

Members are individuals who can log into the Docubee dashboard and perform tasks based on their privileges and group membership. People who participate in your workflows are not required to be members; however, only members will be able to access the dashboard.

Member Privileges

There are several privilege levels in Docubee, allowing members to perform certain tasks.

Organization Owner

An organization owner is typically the member who originally created the organization. Organization owners have the ability to:

• Edit, delete, or transfer ownership of the organization
• Create, edit, and delete workspaces
• Invite, remove, promote, and demote members in organizations and workspaces

Organization Admin

An organization admin is similar to the organization owner, however, they cannot take action on the organization. Organization admins have the ability to:

• Create, edit, and delete workspaces
• Invite, remove, promote, and demote members in organization and workspaces

 Workspace Admin

A workspace admin is a member who can manage the workspaces for which they are an admin. Workspace admins have the ability to:

• Edit the workspace
• Invite, remove, promote, and demote members to the workspace