Organization Management

An organization is a private workspace where teams collaborate across one or more projects in Software Factory. Organizations define membership, permissions, usage limits, and shared resources such as templates.

Creating an Organization

When a user signs up for Software Factory they may choose to create an organization or join an existing organization (given an invitation). The user who completes the initial signup becomes the organization administrator.

Accessing the Organization Console

The Organization Console is the central place to manage your organization.

To access it:

1. Click your user icon in the top-right

2. Select Organization Console

From here, administrators can manage members, projects, templates, usage, and billing.

Seat Management

Organizations have a fixed number of seats:

- Seats are managed by organization administrators

- The system prevents adding members beyond the seat limit

- When the limit is reached, no additional members can be added

Administrators can increase or decrease the number of seats by selecting the Manage Billing button of the Members page.

Members and Roles

The Organization Console displays a list of all members in the organization along with their assigned roles.

The Member role is the default role for organization users. Members can:

- Access and collaborate on projects within the organization

- Contribute to requirements, blueprints, and work orders

- Use shared templates and artifacts

The Administrator role provides control over the organization. Administrators can:

- Add or remove members

- Assign and change member roles

- Manage organization settings

- Manage shared templates

- View usage and manage billing

- Manage organization-wide projects and archives

Administrator access should be granted only to users responsible for managing the organization.

Managing Projects Across the Organization

The Organization Console provides a consolidated view of all projects in the organization.

From this view, administrators can:

- View all projects across teams

- Edit project names

- Archive projects

This makes it easier to keep projects organized as the organization grows.

Shared Templates

Templates created within individual projects—such as those for blueprints and work orders—can be promoted for organization-wide use. This allows teams to standardize workflows and reuse proven patterns across projects.

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Usage & Billing