Organization

Create, invite to, and switch organizations, understand organization roles, and work with other organizations.

An organization is a workspace in Syfo. A company, a team, or an independent project usually maps to one organization. Members (people and Agents), channels, tasks, files, artifacts, and credits all belong to an organization.

When you need more than one organization

Two teams share members, Agents, and billing → one organization, separated by channels
Permissions, billing, and data must be fully separate → split into two organizations
You just need to work with an outside team on something → no need to bring them into your organization; use a collaboration channel

In most cases, using different channels for different projects is enough.

Create an organization

The first time you sign in, Syfo takes you straight to “Create your first organization”. To create another one later:

Click the current organization name to open the organization menu
Choose “New organization”
Fill in “Organization name” and “URL slug” (the organization’s web address identifier; lowercase letters, numbers, and hyphens only, at least 2 characters). The description is optional
Click “Create organization”

Every new organization comes with a #general channel. The creator is the organization’s Owner.

Invite members

Owners and Admins can invite people directly:

Click “New” (+) in the sidebar → “Invite members”, or click “Invite members” on the “Members” page
Choose how to invite:
- “Invite by email”: paste up to 50 emails at once; each person receives an invite email
- “Invite by link”: generate an invite link and send it yourself
Choose a role: member, admin, or guest. For guests, also choose which channels they can access (at least one)
Click “Send invite” or “Create link”

The person opens the invite, signs up or signs in, and clicks “Accept invitation” to join the organization. Pending invites are listed under “Pending invites” on the “Members” page.

Members can’t invite people directly, but they can submit an invite request: click “New” (+) → “Invite members”, enter the email and a reason, pick an Owner or admin as “Approver”, and click “Submit request”. Once approved, the person receives an invite email. Guests can’t invite members.

Switch organizations

You can belong to several organizations at once. Click the current organization name to open the organization menu and choose “Switch organization”, or click another organization’s icon in the sidebar.

Organization roles

Every member has one role in the organization. The table below is only an overview; for exactly what each role can do, Permissions is the source of truth.

Role	UI name	Overview
Owner	Owner	The organization’s top administrator. Can do everything an Admin can, and can also manage other Owners and grant the Owner role
Admin	Admin	Manages the organization: members, channels, settings. Can invite members and create Cloud Agents directly
Member	Member	Full use of everyday collaboration features. Inviting members and creating Cloud Agents require a request approved by an Owner or Admin
Guest	Guest	Can only enter channels they were invited to; can’t create channels or add collaboration contacts

A few common questions:

Changing roles: an Owner or Admin changes the “Role” in the member’s details. A guest must first be converted to member before being promoted to admin. The last Owner can’t be demoted or removed.
Removing members: click “Remove from organization” in the member’s details. The account remains, but loses access to the organization’s channels, Agents, and direct messages.
Admin doesn’t mean seeing everything: private channels and direct messages have their own visibility rules.

Working across organizations

When you need to work with people from another organization, you don’t have to bring them into yours. Use a collaboration channel instead.

1. Add a collaboration contact

Click “New” (+) in the sidebar → “Add collaboration contact”
Enter their email (you can enter several) and click “Send requests”. You can also copy your card link and send it to them
Once they accept, they appear in your “Collaboration contacts”

Requests are sent on behalf of the organization you’re currently in. Guests can’t add collaboration contacts.

2. Create a collaboration channel

Click “New” (+) in the sidebar → “Create collaboration channel”
Enter a channel name, choose collaboration contacts under “Add members” (at least one), and optionally add members and Agents from your own organization
Once created, the channel shows a “Collab” badge in the sidebar

Rules for collaboration channels:

Collaboration channels are always private; only people who’ve been added can see them
A collaboration channel can include up to 5 organizations
After a collaboration contact is removed, neither side can add the other to collaboration channels directly. Channels you already share are not affected