> ## Documentation Index
> Fetch the complete documentation index at: https://docs.civic.com/llms.txt
> Use this file to discover all available pages before exploring further.

# 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.

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

***

## 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.

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

***

## 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 |

<Note>
  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.
</Note>

***

## 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.

<Note>
  If you have any trouble inviting members, contact support at [support@civic.com](mailto:support@civic.com).
</Note>

***

## 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

***

## 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.

***

## 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.

<Warning>
  **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.
</Warning>

If you encounter any issues converting your account, please reach out to our support team via email at [support@civic.com](mailto:support@civic.com) 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.

***

## Need Help?

Reach out at [support@civic.com](mailto:support@civic.com) or join the community on [Slack](https://join.slack.com/t/civic-developers/shared_invite/zt-37tv9fyo7-aDT43mUjOFQwdQFmfZLTRw).
