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What are Organizations?

Organizations in Documenso are collaborative workspaces that allow teams to work together on document signing workflows. They provide centralized management, billing, and settings for your entire team.

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Organization Structure

Documenso uses a hierarchical structure: 
Organization
  ├── Teams
  │   ├── Team Members
  │   ├── Documents
  │   └── Templates
  ├── Organization Members
  ├── Groups
  └── Settings

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Organizations

The top-level entity:
  • Contains multiple teams
  • Manages billing and subscriptions
  • Sets organization-wide policies
  • Controls member access

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Teams

Work units within an organization:
  • Department teams (Sales, HR, Legal)
  • Project teams
  • Regional teams
  • Each team has its own documents and templates

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Members

People who belong to the organization:
  • Can be part of multiple teams
  • Have organization-level roles
  • Assigned to groups for access control

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Organization Types

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Personal Organization

Every user automatically gets a personal organization:
  • Individual workspace
  • Single-user setup
  • Personal billing
  • Can upgrade to full organization

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Organization

Full organization for teams:
  • Multiple teams
  • Multiple members
  • Organization-wide settings
  • Advanced features and controls

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Benefits of Organizations

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Centralized Management

  • Single Dashboard: Manage all teams and members from one place
  • Unified Settings: Apply policies across all teams
  • Consolidated Billing: One subscription for the entire organization
  • User Management: Add/remove members centrally

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Collaboration

  • Team Workspaces: Separate spaces for different departments
  • Shared Templates: Organization-wide template libraries
  • Document Visibility: Control who can see what documents
  • Member Groups: Organize members by role or department

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Security and Compliance

  • Single Sign-On (SSO): Centralized authentication
  • Access Controls: Role-based permissions
  • Audit Trails: Track all organization activities
  • Data Retention: Organization-wide policies

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Branding

  • Custom Branding: Apply your brand to documents and emails
  • Custom Domains: Use your email domain for sending
  • Brand Consistency: Uniform appearance across all documents

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Creating an Organization

1

Navigate to Settings

Go to your settings page and click on Organizations.
2

Create Organization

Click Create Organization button.
3

Enter Details

Provide:
  • Organization name
  • Organization URL (subdomain)
  • Organization type
4

Configure Settings

Set up initial settings for your organization.

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Organization URL

Your organization gets a unique URL:
  • Format: /o/your-org-name
  • Used for team and member access
  • Must be unique across Documenso
  • Can include letters, numbers, and hyphens
Choose your organization URL carefully. It cannot be changed after creation.

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Organization Roles

Members can have different roles with varying permissions:

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Admin

Full organization control:
  • ✅ Manage all organization settings
  • ✅ Create and manage teams
  • ✅ Add/remove members
  • ✅ Configure billing and subscription
  • ✅ Set up SSO and security
  • ✅ Access all documents and templates
  • ✅ Manage integrations and API tokens

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Manager

Mid-level management:
  • ✅ Create and manage their teams
  • ✅ Add members to their teams
  • ✅ Access team documents and templates
  • ✅ Configure team settings
  • ❌ Cannot modify organization-wide settings
  • ❌ Cannot manage billing

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Member

Standard user access:
  • ✅ Access assigned teams
  • ✅ Create and send documents
  • ✅ Use templates
  • ✅ View documents based on visibility settings
  • ❌ Cannot create teams
  • ❌ Cannot modify organization settings
  • ❌ Limited administrative functions

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Organization vs. Team Settings

Settings can be configured at two levels:

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Organization-Level Settings

Apply to all teams by default:
  • Document visibility defaults
  • Email branding and settings
  • Security policies
  • Signature method availability
  • Expiration periods
  • Language and timezone

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Team-Level Settings

Can override organization settings:
  • Team-specific branding
  • Custom email addresses
  • Team visibility preferences
  • Team-specific defaults
Team settings that are not explicitly set inherit from organization settings.

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Organization Features

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Member Management

Add and manage organization members:
  • Invite members via email
  • Assign organization roles
  • Add members to teams
  • Create member groups
  • Remove or suspend members

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Team Management

Create and organize teams:
  • Multiple teams per organization
  • Team-specific workspaces
  • Team member assignments
  • Team settings and preferences

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Groups

Organize members using groups:
  • Department groups (HR, Sales, Legal)
  • Role-based groups
  • Project groups
  • Assign groups to teams with specific roles

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Single Sign-On (SSO)

Centralized authentication:
  • OIDC provider integration
  • Automatic user provisioning
  • Domain-based auto-join
  • Enhanced security

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Custom Email Domains

Use your domain for sending:
  • Professional email appearance
  • Custom sender addresses
  • DKIM authentication
  • Domain verification

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Branding

Customize appearance:
  • Company logo
  • Brand colors
  • Custom company details
  • Branded email templates

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Subscription Management

Centralized billing:
  • One subscription for organization
  • Member and team limits
  • Feature access control
  • Usage tracking

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Getting Started with Organizations

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For Organization Admins

1

Create Organization

Set up your organization with name and URL.
2

Configure Settings

Set organization-wide defaults and policies.
3

Add Members

Invite team members to join your organization.
4

Create Teams

Set up teams for different departments or projects.
5

Assign Members

Add members to appropriate teams with correct roles.
6

Set Up SSO (Optional)

Configure Single Sign-On for enhanced security.

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For Members

Joining an organization:
  1. Receive Invite: Get invitation email from admin
  2. Accept Invite: Click link in email to join
  3. Set Up Account: Create account or sign in
  4. Access Teams: Navigate to your team workspaces
  5. Start Working: Create and manage documents

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Organization Best Practices

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Structure

  • Align with company structure: Mirror your organizational chart
  • Clear team purposes: Each team should have a defined purpose
  • Appropriate sizing: Don’t create too many small teams
  • Regular reviews: Audit team structure periodically

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Member Management

  • Principle of least privilege: Give members minimum necessary access
  • Regular audits: Review member access quarterly
  • Prompt removal: Remove members when they leave
  • Clear role assignments: Ensure everyone has appropriate roles

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Security

  • Enable SSO: Use SSO for centralized authentication
  • Require 2FA: Encourage or require two-factor authentication
  • Audit logs: Review security audit logs regularly
  • Access reviews: Periodically review who has access to what

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Settings

  • Consistent policies: Use organization-wide settings where possible
  • Document policies: Write down your organization’s document policies
  • Communication: Ensure all members understand policies
  • Regular updates: Review and update settings as needed

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Switching Between Organizations

If you’re a member of multiple organizations:
  1. Click your profile or organization name
  2. Select Switch Organization
  3. Choose the organization to switch to
  4. You’ll see that organization’s teams and documents

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Organization Limits

Limits based on your subscription:
  • Team Count: Maximum number of teams
  • Member Count: Maximum number of members
  • Document Count: Documents per month/year
  • Storage: Total storage for documents
Check your organization’s subscription page for specific limits and usage.

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Next Steps

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