An Organization is a workspace of members, Portfolios, Procedures, Resources, Positions, and Assignments under one billing plan, which decides the features available to it. When you join TaskTrain you belong to at least one Organization: one created for you when you signed up, or the one that invited you. You can create more Organizations to keep separate workspaces with different members.
Your Organizations in the Navigation pane
Each Organization you belong to has its own panel in the Navigation pane. Open one to see its Inboxes, its Portfolios, and its Organization panel:
- Positions: the accountability chart. See Positions Overview.
- People: the Organization's members. See Add Members to an Organization.
- Catalog: the Fields, Materials, and Tools shared across the Organization. See Organization Catalog.
Press the gear beside the Organization's name to see and change its details, billing, and actions.
Members and Workspace Access
Your Account is your membership in one Organization, with your own display name and e-mail address there. Each member has a Workspace Access level: Administrator, Lead, Associate, or Guest. It decides what they can do in the Organization as a whole, while Portfolio Access decides what they can do in each Portfolio. See Workspace Access.
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