Organizations
Organizations in TemplateDocs allow teams to collaborate on templates and workflows, share resources, and manage access with role-based permissions. This feature enables multiple users to work together within a single organization while maintaining proper security and access control.
Key Benefits
- Team Collaboration: Share resources across your organization
- Role-Based Access: Control what each team member can do with granular permissions
- Centralized Billing: Single billing account for the entire organization
- Organization Statistics: Track usage and performance with detailed analytics
Organization Boundaries
Each organization is a separate entity with its own set of workflows, templates, team members, settings, and API keys. When you switch organizations, the following will change:
- Workflows: You'll see only the workflows belonging to the selected organization
- Templates: You'll see only the templates belonging to the selected organization
- Team Members: The team members list will show people from the current organization
- Settings: Organization-specific settings and configurations
- API Keys: Any API keys you create will be scoped to the current organization
Roles & Permissions
TemplateDocs supports four distinct roles within an organization:
| Role | Description | Key Permissions |
|---|---|---|
| Owner | Full control of the organization | All permissions + billing management |
| Admin | Organization management | Member management + API keys + statistics + workflow and template management |
| Editor | Workflow and template management | Create, edit, delete workflows and templates, generate documents and run workflows |
| Member | Basic usage | View workflows and templates, generate documents and run workflows |
For detailed information about what each role can do, see the Roles & Permissions documentation.
Billing
Organization billing is managed through the organization owner's personal account, ensuring a single payment method and billing cycle for the entire organization. The owner can view and configure usage quotas and payment details through the settings page, while all team members benefit from the organization's subscription limits.
If the owner has multiple organizations, they all share the same subscription quota and billing, meaning usage across all organizations counts toward the owner's single subscription plan.
Organization Limits
Per-User Limits
- Membership: No limit on organizations you can be a member of
- Ownership: 10 organizations per user account
Per-Organization Limits
- Workflows & Templates: No limit on workflows and templates per organization*
- Workflow Runs & Document Generation: Limited by your subscription plan
- Members: Limited by your subscription plan
- API Keys: 10 API keys per organization
If you need higher limits, contact support for an increase.
Next Steps
- Explore member management
- Learn more about roles and permissions
- Set up API keys for programmatic access
