Organizations (workspaces) and switching between them

An organization is your company’s space in ERP•AI. Everything belongs to an organization: apps, members, roles, departments, API keys, credits, and audit logs. You can be a member of several organizations, for example your company’s production workspace and a separate testing workspace.

ERP•AI guide 1 min read Article 6 of 7 in Getting started

Switch organizations

  1. Click the organization name at the top of the left sidebar.
  2. The menu shows your profile, a Search organizations… box, and the list of organizations you belong to.
  3. Click an organization to switch to it.

Create a new organization

  1. Open the organization menu (top left).
  2. Click + New organization and follow the prompts.

Other options in the organization menu

OptionWhat it does
UpgradeOpens billing so you can add credits
Organization SettingsOpens organization and personal settings
Report an issueSends a problem report to the ERP•AI team
Sign OutSigns you out of ERP•AI
  1. Go to Settings → Organization Details.
  2. Change the Organization name, or click Upload logo.

The name and logo appear throughout ERP•AI.

The organization menu with the organization switcher
The organization menu with the organization switcher

Get help from the team.

In ERP•AI, open the organization or app menu and choose Report an issue. For deployment, billing or contract questions, write to the team.

Contact the team Open ERP•AI