Organization Management
Create and configure organizations, manage members, and control access.
What is an organization
An organization is a shared workspace in PaperAI. All documents, Flows, credits, and settings belong to an organization. Team members are invited to an organization and share its resources.
Every user can create an organization and be a member of multiple organizations.
Creating an organization
After signing up, you are guided through creating your first organization. You can also create additional organizations from the dashboard. Each organization has:
- A name (can be changed later)
- An optional logo (uploaded and cropped in the settings)
Organization settings
Access settings from Organization → Settings. The settings page has five tabs:
General
- Organization name — Rename your organization.
- Organization logo — Upload or change the logo image.
- Delete organization — Permanently delete the organization and all its data. Requires typing the organization name to confirm. Only available to owners and admins.
Members
Manage who has access to the organization.
Inviting members:
- Enter an email address and select a role (Owner, Admin, or Member).
- An invitation email is sent. The invitee can accept or decline.
- Pending invitations can be revoked by admins.
The number of team members is limited by your plan. Starter allows 1 member, Pro allows 3, Business allows 10, and Scale allows unlimited members.
Managing members:
- View all active members with their roles.
- Admins can change member roles or remove members.
- Members can leave the organization themselves.
Pending invitations:
- View all sent invitations with their status (Pending, Accepted, Rejected, Canceled).
- Revoke pending invitations if needed.
Subscription
Manage your billing plan (available when billing is enabled):
- View current plan and billing cycle.
- Upgrade, downgrade, or switch billing frequency.
Credits
Monitor and manage credit usage:
- View current credit balance.
- See credit transaction history.
- Purchase top-up packages.
Processing
Configure organization-wide conversion defaults. See Processing Settings for details.
Role system
Organizations use three roles with escalating permissions:
| Permission | Member | Admin | Owner |
|---|---|---|---|
| View and process documents | Yes | Yes | Yes |
| Create and use Flows | Yes | Yes | Yes |
| Export and download | Yes | Yes | Yes |
| Invite members | — | Yes | Yes |
| Change member roles | — | Yes | Yes |
| Remove members | — | Yes | Yes |
| Access Processing settings | — | Yes | Yes |
| Manage subscription | — | Yes | Yes |
| Delete organization | — | Yes | Yes |
- Member — Can use all document processing features but cannot manage the team or settings.
- Admin — Full management access including invitations, roles, settings, and billing.
- Owner — Same as Admin. The organization creator is the initial Owner.
Switching organizations
If you belong to multiple organizations, switch between them from the organization selector in the sidebar. Each organization has its own documents, Flows, credits, and settings.