> ## Documentation Index
> Fetch the complete documentation index at: https://docs.safeclose.co/llms.txt
> Use this file to discover all available pages before exploring further.
# Organizations and workspaces in Safeclose
> Understand how organizations work as your top-level workspace in Safeclose, including membership, locations, roles, and what each permission controls.
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.
## 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.
## 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.
| Permission | What it controls |
| ---------------- | ------------------------------------------------------------------------------------------------------------ |
| **Org settings** | View and edit the organization's name and core configuration. |
| **Brand** | Upload logos, set colors, and customize how the organization appears in signing packages and communications. |
| **Locations** | Create, edit, and deactivate locations within the organization. |
| **Roles** | Create and manage org roles and the permissions assigned to them. |
| **Members** | Invite new members, remove members, and change a member's assigned role. |
| **Billing** | View 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.
## 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.
Step-by-step instructions for setting up your organization, managing members, and handling billing.