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An organization in Safeclose is your primary workspace. It brings together the people, locations, and settings needed to manage compliance signing and chattel documents at scale. Everything from brand customization to billing runs through your organization. You can belong to more than one organization — for example, if you work across multiple business entities. Only one organization is active at a time; you switch between them from the account menu. All organization settings live under the Orgs section of your dashboard.

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Organization structure

Organizations follow a clear hierarchy: 
Organization
└── Locations (physical or logical offices/branches)
    └── Roles (permission sets assigned to members)
        └── Members (people with access to the org)
  • Organization — The top-level entity. Owns all settings, billing, and brand configuration.
  • Locations — Sub-units within the organization, such as individual branches, dealerships, or offices. Signing packages are tied to a location.
  • Roles — Named permission sets you create to control what members can do. A role is assigned to one or more members.
  • Members — Users who have been added to the organization. Each member is assigned a role that determines their access level.
The person who creates an organization automatically becomes its owner and receives all permissions. Ownership cannot be transferred through the UI — contact support if you need to change the owner.

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Organization permissions

Each role in your organization carries a set of permissions that control which parts of the org dashboard members can access. The org owner always has all permissions enabled. For other members, you assign permissions when you create or edit a role.
PermissionWhat it controls
Org settingsView and edit the organization’s name and core configuration.
BrandUpload logos, set colors, and customize how the organization appears in signing packages and communications.
LocationsCreate, edit, and deactivate locations within the organization.
RolesCreate and manage org roles and the permissions assigned to them.
MembersInvite new members, remove members, and change a member’s assigned role.
BillingView the current plan, manage the subscription, and access billing history and invoices.
The Roles permission lets a member modify any role in the organization, including their own. Grant it only to trusted administrators.

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Managing your organization

The org dashboard is divided into sections that map directly to the permissions above:
Update the organization’s display name and other core details. Requires the Org settings permission.
Upload your logo, choose brand colors, and preview how signers will see your organization during a signing session. Requires the Brand permission.
Add or manage the physical or logical locations used when creating signing packages. Requires the Locations permission.
Define named roles and choose which org permissions each role includes. Requires the Roles permission.
Invite users by email, assign them a role, and remove access when needed. Requires the Members permission.
Review your active plan and manage your subscription. Requires the Billing permission.
When inviting a new member, assign them the most restrictive role that still lets them do their job. You can always update their role later from the Members section.

Organizations and billing guide

Step-by-step instructions for setting up your organization, managing members, and handling billing.