Admin Reference
Organization Route Reference
Understand workspace profile, invitations, seat and billing flows, service policies, and feature-access controls.
Before you start
- You need to manage the shared workspace rather than one operational record.
Expected outcome
You can use the organization desk to control who can work, what they can see, and how the workspace is branded and billed.
What this route is for
Organization is the workspace-administration desk for team membership, invitations, seat checkout, AI credit checkout, service-policy templates, feature access, and shared organization settings.
Visibility and capability notes
| Item | Details |
|---|---|
| Route id | organization |
| Visibility | Customer-facing route when organization-admin access is available. |
| Capability notes | This route is tightly tied to owner or admin permissions and is not intended as a general operational desk. |
| Direct inbound | Shell nav, CRM service-policy redirect, finance billing links, and team-admin workflows. |
Main sections, dialogs, and controls
| Surface | What it does |
|---|---|
details | Organization profile and workspace basics. |
team-billing | Seat purchases, checkout, and billing controls. |
channels | Shared notification or channel-style workspace controls. |
service-policies | SLA and service-policy templates used elsewhere. |
feature-access | Enables or constrains workspace feature visibility. |
| Dialog layer | Invite member, seat checkout, AI credit checkout, remove member, and revoke invitation flows. |
Key actions
- Update organization profile details.
- Invite, revoke, or remove members.
- Change member roles.
- Enable or disable scheduler or field-work participation for members.
- Purchase seats or AI credits.
- Maintain service policies and feature access.
- Open billing context from the workspace view.
Filters and URL state
| Param | What it controls |
|---|---|
section | Active workspace section |
invite | Invite flow state |
seats | Seat purchase state |
seatCheckout | Seat checkout dialog state |
aiCredits | AI credit checkout dialog state |
- This route is section-driven rather than search-driven.
- The same route hosts both settings and commercial administration context.
Outputs and side effects
- Changes workspace membership, permissions, and feature visibility.
- Alters which users can appear in scheduling and field-work flows.
- Updates policy templates that CRM, Quotes, and customer service context rely on later.
- Launches checkout and billing side effects for seats and credits.
Inbound links
- Shell
Organizationnavigation. #/crm?tab=settingsredirect.- Finance billing-oriented entry points.
Outbound links
- Finance workspace billing context
- External billing or checkout flows when seats or credits are purchased
Indirect handoffs
- Role, scheduler, and field-work choices here directly shape who appears in operational routes.
- Service policies maintained here are later surfaced in CRM and commercial flows.
- Feature-access choices here can hide or reveal desks such as Quotes, Finance, Insights, or AI Assistant.
Troubleshooting
| Symptom | What to check |
|---|---|
| A user cannot appear in scheduler assignment | Confirm field work and relevant role settings here before debugging Scheduling. |
CRM Settings does not stay in Customers | That is expected. It redirects to service-policies in Organization. |
| A desk is missing from the shell | Check feature-access before assuming a route registration problem. |
| Seat or credit prompts keep reopening | Check the current section and checkout-related hash params. |