Managing Your Organizations

How to create, manage, and switch between organizations in Civic

Overview

Organizations in Civic let you group projects and collaborate with your team. Each organization has its own set of toolkits and members, keeping your work organized and access-controlled.

Organizations are available on paid plans only. Only organization admins can create or manage organizations.

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Account Types

Civic has two types of accounts:

Personal accounts are created automatically when you sign up. They are single-user and designed for individual use. Personal accounts cannot have additional members and cannot be used for third-party application integrations.

Organization accounts are shared workspaces for teams. They support multiple users with different roles, enable shared credentials and organization-wide policies, and are required for integrating Civic into third-party applications.

When integrating Civic with third-party applications, only organization accounts can be used. Personal accounts are not supported for external integrations.

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User Roles

Every user in an account has one of three roles:

Role	Description
Admin	Full control over the account — manage settings and billing, invite/remove members, change roles, manage and promote credentials, configure guardrails, view audit logs
Member	Can use the account’s tools — access toolkits, authenticate personal credentials, view available tools. Cannot add tools, invite users, or change account settings
End User	For large-scale or third-party app deployments — does not require a pre-invitation, accesses tools through integrated applications. Ideal when the user base is dynamic or too large to pre-invite individually

End Users differ from Members in that they don’t need to be explicitly invited by an admin. They typically interact through third-party apps rather than the Civic UI directly.

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Inviting and Managing Users

To invite a new member to your organization:

1. Click on your profile picture in the bottom right corner of the screen
2. Go to Settings > Members
3. Click the + (plus) icon in the bottom right of the Members panel
4. Enter the member’s email address
5. Select their role
6. Click “Send invitation”

The member will receive an email invitation to join your organization. If they haven’t accepted after a while, you can delete the pending invitation and send a new one.

If you have any trouble inviting members, contact support at [e-mail].

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Switching Between Organizations

If you belong to multiple organizations, you can switch between them at any time:

1. Click on your profile picture in the bottom left corner of the screen
2. Select the organization you’d like to work in

When you switch accounts:

• Available toolkits change to those configured in the selected account
• Your role may be different (e.g. admin in one account, member in another)
• Different guardrails and policies apply
• Tool access is scoped to the selected account’s configuration

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Adding a New Organization

To create an additional organization:

1. Click on your profile picture in the bottom left corner of the screen
2. Click “Add organization”
3. Enter a name for your new organization
4. Click Create

Your new organization starts with a fresh set of toolkits and an empty member list.

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Converting Your Personal Account to an Organization

If you want to convert your Personal Civic account to an Organization account:

1. Click on your profile name in the bottom left corner of the screen
2. Go to Settings
3. Go to Members
4. Click the ‘Convert to organization’ button
5. Choose your organization name in the modal and click ‘Convert to organization’ to complete
6. You should see an ‘Account converted to organization successfully’ message

After conversion, you’ll be able to invite team members to collaborate. Your existing data and settings will be preserved.

Important:

• Once you’ve converted your personal account to an organization, this change is permanent.
• Only one account type is allowed per email address or login method. You cannot have both a Personal account and an Organization account associated with the same email address or login method.
• If you have an Organization account, you cannot convert it back to a personal account. You will need to create a separate personal account using a different email address.

If you encounter any issues converting your account, please reach out to our support team via email at [e-mail] using the email address associated with your account. Include a description of your issue, any troubleshooting steps you’ve tried, and provide screenshots or a screen recording.

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Need Help?

Reach out at [e-mail] or join the community on Slack.