> ## 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.

# Set up your Safeclose organization and manage billing

> Create a Safeclose organization, invite your team, configure locations and roles, and manage your subscription through the Stripe billing portal.

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.

## Create an organization

<Steps>
  <Step title="Navigate to the new organization page">
    Click your account menu in the top navigation and select **New organization**, or go directly to `/orgs/new`.
  </Step>

  <Step title="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`.
  </Step>

  <Step title="Create">
    Click **Create organization**. Safeclose creates the organization and sets it as your active workspace.
  </Step>
</Steps>

<Note>
  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.
</Note>

## 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.

## Members

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

<Steps>
  <Step title="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.
  </Step>

  <Step title="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
  </Step>
</Steps>

<Note>
  Pending invites appear in the member table with a **Pending invite** badge until the recipient claims them.
</Note>

## 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:

| Permission             | What it controls                               |
| ---------------------- | ---------------------------------------------- |
| **Workspace settings** | Edit the organization's name and slug          |
| **Brand**              | Customize organization branding                |
| **Locations**          | Add, edit, and delete locations                |
| **Roles**              | Create, edit, and delete roles                 |
| **Members**            | Invite and remove members; change member roles |
| **Billing**            | View 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.

<Steps>
  <Step title="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**.
  </Step>

  <Step title="Edit a role's permissions">
    Find the role in the list, check or uncheck the permission toggles, and click **Save role**.
  </Step>

  <Step title="Delete a role">
    Click **Delete role** next to any custom role. Built-in roles cannot be deleted.
  </Step>
</Steps>

## 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.

<Steps>
  <Step title="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.
  </Step>

  <Step title="Edit a location">
    Click into any existing location's fields, update them, and click **Save location**.
  </Step>

  <Step title="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.
  </Step>
</Steps>

## 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.

## Billing

The **Billing** page (`/orgs/:id/billing`) is where you choose and manage your subscription plan. Safeclose offers three paid plans processed through Stripe:

| Plan           | Description                                                       |
| -------------- | ----------------------------------------------------------------- |
| **Starter**    | For small teams getting started with chattel management           |
| **Pro**        | For growing organizations with higher document and signing volume |
| **Enterprise** | For large organizations with custom requirements                  |

<Steps>
  <Step title="Open billing settings">
    From the organization overview, click **Open billing** in the Billing card. You can also navigate directly to `/orgs/:id/billing`.

    <Note>
      Only members with the **Billing** permission can access this page.
    </Note>
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>
</Steps>

<Note>
  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.
</Note>

<Warning>
  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.
</Warning>

For details on how Stripe integrates with Safeclose — including webhook events and subscription lifecycle — see the [Stripe integration guide](/integrations/stripe).