Multi-Organization Management

Plotwise supports users belonging to multiple organizations, perfect for permit expediters, consultants, and professionals managing permits across different clients or business units.

Understanding Organizations

What is an Organization?

An organization in Plotwise represents:

• A separate workspace with its own data
• Independent billing and subscription
• Isolated permits, contacts, and settings
• Separate team members and permissions

Who Needs Multiple Organizations?

Permit Expediters: Manage client portfolios separately

• Each client = one organization
• Client-specific teams and access
• Separate billing per client

Property Managers: Organize by portfolio

• Different property portfolios
• Regional divisions
• Management company vs. owned properties

General Contractors: Separate business units

• Commercial vs. residential divisions
• Different jurisdictions
• Joint venture projects

Switching Organizations

Organization Switcher

Access different organizations:

1. Click organization name (top left)
2. Dropdown shows all your organizations
3. Click to switch
4. Context changes immediately

Quick Switch Indicators

Visual cues for current organization:

• Organization name in navigation
• Organization logo (if set)
• Color accent (customizable)

Creating Organizations

Create New Organization

1. Open organization switcher
2. Click "Create organization"
3. Enter organization name
4. Choose subscription plan
5. Complete setup

Organization Setup Checklist

After creating:

• Add organization logo
• Set timezone and preferences
• Invite team members
• Configure notification settings
• Set up Portfolio/Radar conditions

Managing Multiple Organizations

Independent Settings

Each organization has its own:

• Permit watchlist
• Portfolio conditions
• Radar conditions
• Contact directory
• Team members
• Notification preferences
• Billing and subscription

Shared Elements

Across all organizations, you share:

• Your user account
• Your login credentials
• Your personal profile
• Password and security settings

Data Isolation

Organizations are completely separate:

• Permits don't transfer between orgs
• Contacts are per-organization
• Notes and tags are isolated
• Team members must be invited separately

Role Differences by Organization

Different Roles Possible

You can have different roles in each organization:

• Owner of your own company's org
• Admin at a client's org
• Member at a partner's org

Permission Implications

Your access varies by organization:

Billing Considerations

Separate Subscriptions

Each organization has independent billing:

• Own subscription plan
• Own payment method
• Own invoices
• Own usage limits

Cost Management

For multiple organizations:

• Evaluate needs per organization
• Use appropriate plan tier
• Consider annual billing for savings
• Consolidate if organizations can share

Best Practices

Naming Conventions

Use clear, consistent naming:

• "ABC Construction" (client name)
• "Smith Properties - East" (portfolio + region)
• "Personal" (your own projects)

Organization Structure

Decide organization boundaries:

• By client: Each client gets own org
• By project type: Commercial vs. residential
• By team: Different teams need separation
• By billing: Who pays for tracking

When to Create vs. Use One

Create separate organizations when:

• Different billing responsibility
• Need isolated team access
• Client requires data separation
• Different business entities

Use single organization when:

• Same team manages all permits
• Consolidated billing preferred
• No access isolation needed
• Simpler is better

Transferring Between Organizations

Moving Permits

Permits cannot be directly transferred. To track in new org:

1. Note permit number from old org
2. Switch to new organization
3. Add permit to watchlist
4. Notes/tags must be recreated

Moving Team Members

Team members need separate invitations:

1. Invite to new organization
2. They accept invitation
3. They now have access to both
4. Remove from old org if needed

Troubleshooting

Related Documentation

• Organization Settings
• Team Management
• Billing & Subscription