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

Roles & Permissions

TemplateDocs supports four distinct roles within an organization:

RoleDescriptionKey Permissions
OwnerFull control of the organizationAll permissions + billing management
AdminOrganization managementMember management + API keys + statistics + workflow and template management
EditorWorkflow and template managementCreate, edit, delete workflows and templates, generate documents and run workflows
MemberBasic usageView workflows and templates, generate documents and run workflows

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
* Subject to fair-use limits. See our terms of service for details.

Next Steps