Teams, orgs and roles

An org (organization) is a team in tabletop. The workflows, the library, the tokens and the plan belong to the org. Each member of the org has a role. The role sets what the member can do.

When you make your account, tabletop makes an org named “Personal” for you. You are its Owner.

Switch between orgs

Click your avatar in the header.
Click the name of an org.

tabletop opens the workflows of that org.

The avatar menu with two orgs, New organization and Organization settings

features/teams-orgs-and-roles-switch

Make an org

Click your avatar, then New organization.
Type a Name.
Click Make organization.

The New organization window with Name and Make organization

features/teams-orgs-and-roles-new-org

You are the Owner of the new org. The number of orgs that you can own depends on your plan. See Plans and limits.

Roles

Role	What the member can do
Owner	All. Also pays for the plan, transfers the org and deletes the org.
Admin	Manages members, invitations, provider keys, settings and billing.
Member	Makes, edits and runs workflows. Uploads files.
Viewer	Looks at workflows and results. Cannot change them.

An org always has at least one Owner. An Admin can give each role except Owner.

On a workflow that is shared with Only the people below, a person can also have Can edit or Can view. See Workflows and sharing.

Open the settings of the org

Click your avatar, then Organization settings. The window has these tabs:

Tab	What it has
General	The name and the plan of the org. Transfer, export, leave and delete.
Activity	What happened in the org, newest first.
Members	The members and their roles.
Invitations	Invite people. Owners and Admins only.
API tokens	Tokens for agents and the CLI. See Agents.
Provider keys	Your own API keys. See Your own API keys (BYOK).
Service accounts	Members that are not a person, for scripts. They act only with their API tokens. Owners and Admins only.
Audit log	A record of the changes in the org. Owners and Admins only.

Organization settings with the General tab open

features/teams-orgs-and-roles-settings

Invite a person

In Organization settings, open Invitations.
Type the Email of the person.
Pick a role.
Click Invite.

The Invitations tab with Email, the role and Invite, and a list of open invitations

features/teams-orgs-and-roles-invite

tabletop sends an email with a link. The link works for 7 days. The list shows when each invitation Ends. To cancel an invitation, click Revoke.

The person clicks the link and signs in with that email. Then they are a member of the org.

The number of members depends on your plan. See Plans and limits. For all the steps, see Invite your team.

Change a role or remove a member

In Organization settings, open Members.
To change a role, pick a new role in the Role column.
To remove a member, click Remove.

The Members tab with the Role column and the Remove buttons

features/teams-orgs-and-roles-members

You cannot change your own role.

Transfer, leave or delete an org

These are in the General tab.

Action	Who	What happens
Transfer ownership	Owner	Choose a member, then click Transfer. The member becomes the Owner. You become an Admin.
Export	Owner	Download zip saves each workflow as a file, and a list of the files with links that work for 7 days.
Leave	Each member	You leave the org. The last Owner cannot leave. Transfer the org first.
Delete	Owner	Cancel the plan of the org first. Members lose the org at once and its runs stop. You can restore it from your account for 7 days.

You cannot leave or delete your “Personal” org.

The General tab with Transfer ownership, Export, Leave and Delete

features/teams-orgs-and-roles-general