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Organizations (also called workspaces) are the top-level container for your team’s documents, signing packages, locations, and billing in Safeclose. Every action you take — registering chattel, creating signing packages, running RCM campaigns — is scoped to the organization you currently have active. This guide covers creating an organization, configuring it, and managing your subscription.

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Create an organization

1

Navigate to the new organization page

Click your account menu in the top navigation and select New organization, or go directly to /orgs/new.
2

Fill in the details

  • Name — A display name for your organization, such as your company name. Up to 120 characters.
  • Slug — A short URL-safe identifier used in organization URLs. Up to 48 characters. Example: acme-financial.
3

Create

Click Create organization. Safeclose creates the organization and sets it as your active workspace.
Safeclose supports one active organization at a time per user session. To switch to a different workspace, go to Settings → Active workspace and select the organization you want to work in.

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Organization settings overview

Once your organization is created, open its settings by clicking its name in the navigation or going to /orgs/:id. The overview page shows summary cards for Locations, Members, Roles, and Billing. Each card links to the dedicated settings page for that area. The sections below explain what each settings page does.

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Members

The Members page (/orgs/:id/members) lets you invite people to your organization and manage their roles.
1

Invite by email

Enter a colleague’s email address and select a role slug (for example, owner or a custom role you have created). Click Send invite to create a pending member record. The invitation can be claimed when that person signs up or signs in.
2

Manage existing members

The member table shows every current and pending member, their assigned role, and their status. You can:
  • Change a member’s role — Select a new role from the dropdown and click Save
  • Remove a member — Click Remove next to the member’s row
Pending invites appear in the member table with a Pending invite badge until the recipient claims them.

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Roles

The Roles page (/orgs/:id/roles) lets you define what each type of member can do in your organization. Each role has a name, a slug (used when assigning members), and a set of permission toggles:
PermissionWhat it controls
Workspace settingsEdit the organization’s name and slug
BrandCustomize organization branding
LocationsAdd, edit, and delete locations
RolesCreate, edit, and delete roles
MembersInvite and remove members; change member roles
BillingView and manage the subscription plan
The built-in owner role always has full access and its permissions cannot be changed. Custom roles can be created, edited, and deleted at any time.
1

Create a custom role

Scroll to the Create role form at the bottom of the Roles page. Enter a name and optional slug, check the permissions you want to grant, and click Create role.
2

Edit a role's permissions

Find the role in the list, check or uncheck the permission toggles, and click Save role.
3

Delete a role

Click Delete role next to any custom role. Built-in roles cannot be deleted.

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Locations

The Locations page (/orgs/:id/locations) manages the physical or logical locations used when creating signing packages. A location might be a branch office, a dealership, or any grouping that makes sense for your operations.
1

Add a location

Fill in the Add location form at the top of the page. Only Name is required; address fields (street, city, region, postal code, country code, and phone) are all optional but help your team identify the right location when creating signing packages.
2

Edit a location

Click into any existing location’s fields, update them, and click Save location.
3

Delete a location

Click Delete next to the location. Deleting a location does not remove existing signing packages assigned to it, but the location will no longer be available when creating new packages.

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Brand

The Brand page (/orgs/:id/brand) lets you customize the visual identity of your organization within Safeclose — for example, setting a logo or color theme used in documents and communications.

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Billing

The Billing page (/orgs/:id/billing) is where you choose and manage your subscription plan. Safeclose offers three paid plans processed through Stripe:
PlanDescription
StarterFor small teams getting started with chattel management
ProFor growing organizations with higher document and signing volume
EnterpriseFor large organizations with custom requirements
1

Open billing settings

From the organization overview, click Open billing in the Billing card. You can also navigate directly to /orgs/:id/billing.
Only members with the Billing permission can access this page.
2

Choose a plan

Select the plan that fits your organization and click the corresponding Subscribe button. Safeclose opens a Stripe Checkout session where you can enter payment details. After checkout completes, your plan tier updates automatically via Stripe webhooks.
3

Manage payment methods and invoices

Click Manage billing to open the Stripe Customer Portal. From there you can update payment methods, download invoices, and view your billing history — all handled securely by Stripe.
After completing a Stripe Checkout session, allow a few moments for the subscription status to sync. Safeclose updates your plan tier when the Stripe webhook is received and processed.
If you delete your organization, all locations, roles, members, and billing records for that organization are permanently removed. Subscription cancellation through Stripe is handled separately in the Customer Portal.
For details on how Stripe integrates with Safeclose — including webhook events and subscription lifecycle — see the Stripe integration guide.