Organization

An organization is a shared workspace. Several people run sign up sheets, see the same contacts and documents, and read one set of reports, on one bill. A single organizer does not need it. Pro on one account is the right plan until more than one person has to run the events.

When to use it

• A PTA, church, school, or nonprofit where the person who built a sheet is not the only person who should edit it.
• Volunteers change from year to year and sheets need to be handed on.
• You want one bill for the team instead of a Pro plan on each login.
• You want sign-ups over time, fill rate by sheet, and who is running which event.

Getting started

Buy the Organization plan from the plans page, or from Settings, then SignupKit plan. Choose how many administrators you need: 5, 10, 20, or 30. Your organization is created the moment the payment goes through, with you as its owner. There is no separate setup step.

Already on Pro? Open Settings, then SignupKit plan, click See plans, and choose Organization. Your Pro subscription switches over in place. You are charged the difference for the rest of the current period, not a second subscription. Seats and billing has the details.

Once you are in an organization, two new items appear in the menu: Organization and Reports.

What is shared

Every sheet created while you are in the organization belongs to it. So do contacts, contact groups, and documents. Everyone in the organization sees them under My signups, Contacts, and Documents, and admins and members can edit them. You do not share sheets one at a time.

What each person may change depends on their role. See Invite and manage administrators.

Moving your existing work in

Sheets, contacts, and documents you made before joining stay personal until you move them. To move everything at once, open Organization, scroll to the bottom, and click Move my sheets into your organization. To move a single sheet, use Transfer a sheet.

Name and branding

Owners and admins can set the organization name, a logo, a banner, and an accent colour under Organization and branding. New sheets start with them. Sheets that already exist keep their own look, so changing the logo never restyles a live event. Turn off Apply to new sheets if you would rather start each sheet blank.

A new organization is named after the person who bought it. Change the name here, and remember to click Save changes.

More about organizations

• Invite and manage administrators: invitations, roles, and removing someone.
• Transfer a sheet: hand a sheet to a colleague.
• Reports, export, and activity log: what the team has run, and who did what.
• Seats and billing: changing the number of seats, upgrading from Pro, and what happens if the plan ends.