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An organization groups your workspaces. Organization settings cover what they share: members, the Slack connection, billing, and usage.

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Why It Matters

Managing people and plans once for the organization saves repeating the work in every workspace. You can also see every workspace in one place.

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Where to Find It

  1. Click the Settings icon (sliders) on the sidebar rail.
  2. Choose Organization settings.
You can also click the Organization settings link at the top right of Workspace settings. Admins and Members see this menu item. Writers, Editors, and Designers don’t.

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Organization Roles

Organization roles are separate from workspace roles. The Members page shows each person’s Organization role:
  • Owner — the person who created the organization.
  • Admin — “Manages organization settings, members and billing”
  • Member — “Works in the workspaces they’re added to”
Only organization Owners and Admins can rename the organization, create workspaces, and manage organization members.

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General

  • Organization name — up to 80 characters. Shown in the workspace switcher and in invitations. Edit the name, then click Save changes.
  • Workspaces — lists every workspace in the organization. The one you’re in is tagged Current. Click Open settings to open a workspace’s settings, or New workspace to create one.
Uploading an organization logo, leaving the organization, and deleting the organization show “Not available yet.”

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Members

The Members page lists everyone in the organization, across all its workspaces. The Workspaces column shows how many workspaces each person can access.

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Invite people

  1. Click Invite people.
  2. Add up to 20 email addresses. Press Enter or a comma after each one.
  3. Under Workspaces, select one or more workspaces.
  4. Under Role in those workspaces, pick a workspace role.
  5. Optional: turn on Also make them organization admins.
  6. Click Send invite.

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Manage workspace access

  1. Click the person’s workspace count (for example, 2 workspaces). You can also open the ⋮ menu and click Manage workspace access.
  2. In the panel, change their role in a workspace, remove them from one, or pick a workspace under Add to a workspace.
  3. Click Save changes.
Adding someone to a new workspace sends them an invite to join it.

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Change an organization role

  1. Click the person’s role in the Organization role column.
  2. Pick Admin or Member.
  3. Click Change role to confirm.
The Owner’s role can’t be changed here.

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Remove someone from the organization

  1. Open the ⋮ menu on the person’s row.
  2. Click Remove from organization.
  3. Click Remove member to confirm.
The person loses access to the organization and all of its workspaces.

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Communications

Communications holds the Slack connection. The card reads “Connect Slack once for the organization, then choose which channels each workspace uses.” Workspace Admins can make changes here.
  • Click Connect Slack to install Slate in your Slack workspace.
  • On the Channel access card, click Add channel to pair a channel with a code from Slack.
  • Use the ⋮ menu on a Slack workspace to Add another Slack workspace or remove it.
  • If a row shows Reconnect needed, click Reconnect to grant updated permissions.
For channel pairing, custom instructions, and notifications, see Slack.

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Billing and Usage

  • Billing shows your subscription and links to the billing portal. Organization admins make changes there.
  • Usage shows what the organization has used this billing period and lets you cap each workspace.
See Billing and usage for details.

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Create a Workspace

  1. Click the workspace logo at the top of the sidebar rail to open the workspace switcher.
  2. Click New workspace.
  3. Complete the setup screens. They match the Quickstart steps.
The new workspace joins your current organization, and you become its Admin. You can also click New workspace under General → Workspaces.
Only organization Owners and Admins can create workspaces.

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Add an Organization

  1. Open the workspace switcher.
  2. Click Switch next to the organization name. Switch appears only if you belong to more than one organization.
  3. Click Add organization.
  4. Complete the setup screens.
Slate names the new organization from your website. You become its Owner. Rename the organization later under General.

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Troubleshooting

  • The organization name won’t save. Only organization Owners and Admins can rename the organization. Ask one of them.
  • I don’t see Invite people or the ⋮ menu on Members. You need the organization Admin or Owner role.
  • Creating a workspace fails. Only organization Owners and Admins can create workspaces.

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What’s Next