Body
Audience: Owners/Admins
Outcomes: One or more orgs created; admins and members assigned correctly
Organizations (tenancy)
Data is scoped to an org; users see only their org unless a partner link exists.
Roles
Owner — policies, billing, full admin.
Admin — users, partners, KYC, disputes, contracts.
Member — create drafts, manage orders & deliverables.
Best practices
Keep 2+ admins.
Use separate orgs for sandbox vs. production data if needed.
Enforce allowed domains to control who can join.
Create an org (Owner)
After signup, choose Create organization.
Set name, display/logo (used on invoices/exports).
Invite initial admins.