​
What are Organizations?

Organizations in Opsmatic allow teams to collaborate on workflow monitoring, share connections, and manage access across multiple users. They’re perfect for agencies, enterprises, and teams that need to monitor automation workflows together.
Organization management interface

​
Benefits of Organizations

Centralized Monitoring

Monitor all team workflows from a single dashboard with shared visibility

Access Control

Manage who can view, edit, and manage connections and analytics

Collaborative Analytics

Share insights and reports across team members with role-based access

Unified Billing

Consolidate monitoring costs under a single organization subscription

​
Creating Your First Organization

​
Step-by-Step Setup

1

Access Organization Menu

Click the organization dropdown in the top navigation (shows “Personal” by default)
2

Create New Organization

Click “Create Organization” at the bottom of the dropdown
3

Enter Organization Details

Fill in the required information:
  • Organization Name: Your team or company name
  • Description: Brief description of the organization’s purpose
  • Website: (Optional) Organization website URL
4

Configure Initial Settings

Set up basic preferences:
  • Timezone: Default timezone for the organization
  • Notification Preferences: How the organization receives updates
  • Privacy Settings: Visibility and access controls
5

Review and Create

Review your settings and click “Create Organization”

​
Organization Information

Organization Name
  • Must be unique across Opsmatic
  • 3-50 characters, letters, numbers, spaces, and hyphens
  • Cannot be changed after creation
Owner Information
  • You automatically become the organization owner
  • Full administrative privileges
  • Billing and subscription management
Description
  • Brief explanation of organization purpose
  • Visible to organization members
  • Can be updated anytime
Website URL
  • Organization website or company page
  • Displayed in member directory
  • Optional but recommended

​
Organization Roles and Permissions

​
Available Roles

Owner

Permissions:
  • Full administrative access
  • Manage billing and subscriptions
  • Add/remove members
  • Delete organization
  • All admin and member permissions

Admin

Permissions:
  • Manage connections
  • Invite new members
  • View all analytics
  • Configure organization settings
  • Cannot manage billing or delete organization

Member

Permissions:
  • View organization dashboard
  • Access assigned connections
  • View analytics (limited)
  • Cannot invite members or manage settings

​
Permission Matrix

ActionOwnerAdminMember
View Dashboard✅✅✅
View Analytics✅✅Limited
Manage Connections✅✅❌
Invite Members✅✅❌
Manage Billing✅❌❌
Organization Settings✅Limited❌
Delete Organization✅❌❌

​
Organization Setup Best Practices

​
Naming Conventions

Examples:
  • Acme Corporation
  • TechStart Solutions
  • Global Marketing Inc
Best Practices:
  • Use your official company name
  • Avoid abbreviations unless commonly known
  • Include legal entity type if relevant
Examples:
  • Marketing Team - Acme Corp
  • DevOps - TechStart
  • Operations Department
Best Practices:
  • Include parent organization name
  • Clearly identify the team or department
  • Use consistent naming across teams
Examples:
  • Project Phoenix - Q4 2024
  • Client ABC - Automation Hub
  • Product Launch Campaign
Best Practices:
  • Include project name and timeline
  • Reference client or product if applicable
  • Consider archiving after project completion

​
Initial Configuration

1

Set Timezone

Choose the timezone where most team members are located or where your primary operations occur
2

Configure Notifications

Set up organization-wide notification preferences for:
  • Member invitations
  • Connection status changes
  • Billing updates
  • System announcements
3

Plan Member Structure

Decide on:
  • Who will be admins vs members
  • How to organize team access
  • Which connections to migrate from personal accounts
4

Establish Naming Conventions

Create standards for:
  • Connection naming
  • Project organization
  • Documentation practices

​
Migrating Personal Resources

​
Moving Connections to Organization

Connection migration transfers ownership from your personal account to the organization. This action cannot be undone.
1

Review Personal Connections

Go to your Connections page and identify which connections to migrate
2

Edit Connection

Click “Edit” on the connection you want to migrate
3

Change Organization

In the edit modal, change the Organization field from “Personal” to your new organization
4

Save Changes

Click “Save” to complete the migration
5

Verify Access

Confirm the connection now appears in the organization context

​
What Gets Migrated

Migrated:
  • Connection configuration and credentials
  • Historical monitoring data
  • Performance metrics and analytics
  • Connection status and health data
Organization Benefits:
  • Team members can access the connection
  • Shared monitoring and analytics
  • Centralized management
Preserved:
  • All historical execution data
  • Performance trends and metrics
  • Availability statistics
  • Custom dashboard configurations
Enhanced Access:
  • Team-wide visibility
  • Collaborative analysis
  • Organization-level reporting

​
Organization Dashboard

​
Dashboard Features

Once created, your organization dashboard provides:
Organization dashboard with team metrics

Team Overview

  • Member count and roles
  • Recent team activity
  • Invitation status
  • Access permissions summary

Connection Summary

  • Total organization connections
  • Health status across all platforms
  • Recent connection activity
  • Performance metrics

Analytics Aggregation

  • Organization-wide workflow metrics
  • Combined execution statistics
  • Team performance insights
  • Trend analysis across connections

Activity Feed

  • Recent team actions
  • Connection changes
  • Member activity
  • System notifications

​
Customizing the Dashboard

Available Widgets:
  • Connection health matrix
  • Team activity timeline
  • Performance metrics cards
  • Member status panel
Customization Options:
  • Drag and drop layout
  • Widget size adjustment
  • Data filtering and grouping
  • Refresh interval settings
Dashboard Visibility:
  • Owner: Full dashboard access
  • Admin: Most widgets, limited billing info
  • Member: Basic metrics, no admin widgets
Widget-Level Permissions:
  • Some widgets restricted by role
  • Sensitive data filtered based on access
  • Personal vs organization data separation

​
Multiple Organizations

​
Managing Multiple Organizations

Users can be members of multiple organizations:
1

Switch Between Organizations

Use the organization dropdown in the top navigation to switch context
2

Context Awareness

The dashboard and connections update to show the selected organization’s data
3

Role Variation

Your role may differ across organizations (Owner in one, Member in another)
4

Personal vs Organization

Always maintain access to your personal account alongside organizations

​
Organization Switching Best Practices

Always Verify:
  • Which organization you’re currently viewing
  • Your role in the current organization
  • Whether actions affect personal or organization resources
Visual Indicators:
  • Organization name in header
  • Role badge next to profile
  • Organization-specific color themes
Before Making Changes:
  • Confirm the correct organization is selected
  • Understand the impact of your actions
  • Verify you have necessary permissions
Critical Actions:
  • Creating or editing connections
  • Inviting new members
  • Changing billing settings

​
Organization Limits and Quotas

​
Current Limits

Free Tier

  • 5 organization members
  • 2 organizations per user
  • Basic analytics access
  • Standard support

Paid Plans

  • Up to 50 members (Pro)
  • Unlimited members (Enterprise)
  • Unlimited organizations
  • Advanced analytics and reporting

​
Upgrading Organization Plans

To increase limits or access advanced features:
1

Access Billing

Go to Organization Settings > Billing (Owner only)
2

Compare Plans

Review available plans and features
3

Upgrade

Select and confirm your new plan
4

Verify Features

Confirm new features are available after upgrade

​
Troubleshooting Organization Creation

​
Common Issues

Error: “Organization name already exists”Solutions:
  • Try variations of your desired name
  • Add location, department, or year identifiers
  • Use your company’s full legal name
  • Contact support if you believe you own the name
Error: “Organization creation failed” or permission deniedSolutions:
  • Ensure your account is verified
  • Check if you’ve reached organization limits
  • Clear browser cache and try again
  • Contact support for assistance
Issue: Expected features not availableSolutions:
  • Refresh the page completely
  • Log out and log back in
  • Verify your account plan supports the features
  • Wait a few minutes for provisioning to complete

​
What’s Next?

After creating your organization:

Invite Team Members

Add your team to the organization and assign appropriate roles

Set Up Permissions

Configure access controls and security settings for your team

Migrate Connections

Move your personal connections to the organization for team access

Configure Billing

Set up organization billing and choose the right plan for your team