Organization lifecycle

An organization moves through setup, operation, possible mode or owner changes and, when needed, member departure or permanent archival. These actions protect work continuity and history.

Availability: everyone manages their own departure; mode changes, ownership, and archival are owner actions. Level: Advanced.

Purpose

This guide explains how to choose Professional or Company, how its profile behaves inside an account with several environments, and what must be resolved before responsibilities change or the workspace closes.

Setup and membership

After email verification, a person without profiles can create an organization or accept an invitation. Setup asks for mode, name, language, time zone, and currency. They may later create more profiles or accept additional invitations; every organization keeps independent data, catalogs, trial, and subscription. The first profile is primary, while later profiles become selected after creation or acceptance without replacing that primary profile.

Professional: one owner-operator, without members, groups, map, or service lines.
Company: members, roles, groups, chains, related companies, and organization-to-organization collaboration.

Change mode

The owner can move from Professional to Company; missing company roles are added and existing data is preserved. Returning to Professional requires a single active person and no incompatible invitations, relationships, assignments, connections, agreements, offerings, handoffs, shared documentation resources, or active work. The organization's own documentation remains private; groups, roles, and chains may remain stored but hidden, while active work in service lines must be resolved.

Transfer ownership

The organization must be in Company mode.
Choose an active member with a verified email and confirm with your password.
The recipient becomes Owner and the previous owner becomes Administrator.

Transfer is required before an owner can leave. Ownership cannot be granted through a regular invitation.

Leave as a member

From the profile, enter the organization name exactly and your password.
Open the confirmation email within 30 minutes.
After confirmation, access ends while the global account stays active.

If that profile was selected, the session falls back to the primary profile. If it was primary, the oldest active profile is promoted. Onboarding returns only when none remain.

Active reports assigned to that member return to Open without an assignee; current sector and suspension are cleared, and the person's group memberships and organization preferences end. Signature requests that depended on the membership are canceled, and any documentation editing turn they held is released.

Archive the organization

Only the owner can archive it, confirming name and password. Equipment still in custody, active external assignments, and accepted unfinished handoffs must be resolved first. Archival ends connections and memberships, cancels pending orders and reports, suspends shared documentation resources, and revokes invitations and public links. Revisions and audit history remain, but normal operation stops.

Rules, required and optional choices

Required at setup: mode, name, language, time zone, and currency. Required to leave or archive: the requested identity confirmations. Optional: changing mode or owner. Archival is an exceptional decision, not a normal step.

Practical example

A professional starts alone. After hiring a technician, they switch to Company, invite the technician, and assign a role. Years later, the owner retires: they first transfer ownership to the verified technician and then request their own departure by email.

Current limits

The same account cannot hold duplicate active memberships inside one organization.
Ending one profile never moves or copies its work to another environment.
The owner cannot leave without transferring ownership or archiving.
There is no public restoration of an archived organization.
The name selected during setup has no later public editing screen.
An administrator has no public action to remove another member.