Skip to main content

Manage Organizations

Creating an Organization​

Step 1: Open the org switcher​

Click the organization name in the sidebar to open the org switcher dropdown.

Org switcher

Step 2: Click New organization​

Enter a name for the organization and click Create.

New org

Step 3: Switch to the new organization​

The sidebar switches to the newly created organization. You are redirected to its dashboard.

Updating Organization Details​

Step 1: Navigate to organization details​

From the org switcher, select Organization settings (or navigate to /organizations/:id/details).

Org details

Step 2: Update fields​

You can update:

  • Name — The organization display name.
  • Address — The organization address.
  • Logo — Upload or replace the organization logo.

Click Save to apply changes.

Switching Organizations​

Use the sidebar org switcher to move between organizations. Dossier remembers your last selected organization in a cookie and opens it on your next visit.

Org dash 2

Deleting an Organization​

Step 1: Go to organization details​

Navigate to the organization settings page.

Step 2: Click Delete​

A confirmation dialog appears warning that all clients, projects, and templates within the organization will be permanently deleted.

Org delete

Step 3: Confirm deletion​

Click Yes to permanently delete the organization and all its data.

danger

Deleting an organization is permanent and cascades to all clients, projects, findings, assets, templates, and reports within it. This action cannot be undone.