ORGANIZATIONS & TEAMS

Manage your team workspace, invite members, and collaborate on migration management.

WHAT IS AN ORGANIZATION?

An organization is your team workspace in CAPYSQUASH. It provides:

👥 TEAM COLLABORATION

☑ Shared projects
☑ Role-based access
☑ Activity audit log
🚧 Team discussions and comments (Coming Soon)

💳 UNIFIED BILLING

☑ Single subscription
☑ Usage tracking
☑ Shared limits
☑ Invoices & receipts

ORGANIZATION STRUCTURE

Organization (e.g., "Acme Startup")
├── Members (Engineers, PMs, Designers)
│   ├── Admin (Full access)
│   ├── Member (Can edit)
│   └── Viewer (Read-only)
├── Projects
│   ├── Production API
│   ├── Staging Dashboard
│   └── Mobile Backend
├── Activity Log
└── Settings

CREATING YOUR ORGANIZATION

First-Time Setup

When you sign up, you'll be prompted to create your organization:

CREATE ORGANIZATION IN 3 STEPS

CHOOSE NAME

Pick a name for your organization (e.g., "Acme Startup")

SET SLUG

Choose a unique URL slug (e.g., "acme-startup")

CONFIRM

Click "Create Organization" and you're ready!

Organization Settings

After creation, configure:

Name - Display name for your organization
Logo - Upload custom logo (Agency/Enterprise)
Default safety level - Default for new projects
Billing email - Where invoices are sent
Webhooks - Integration endpoints

TEAM ROLES

Role Types

CAPYSQUASH uses three role levels with different permissions:

👨‍💼 ADMIN

Full control over organization

☑ Create/edit/delete projects
☑ Run analyses and squashing
☑ Invite/remove team members
☑ Change member roles
☑ Manage billing and subscription
☑ Access all settings
☑ View audit logs
☑ Delete organization

👨‍💻 MEMBER

Day-to-day project work

☑ Create/edit/delete projects
☑ Run analyses and squashing
☑ View all projects
☑ View activity log
☒ Cannot invite/remove members
☒ Cannot manage billing
☒ Cannot change settings

👁️ VIEWER

Read-only access for stakeholders

☑ View all projects
☑ View analysis results
☑ View activity log
☑ View dashboards
☒ Cannot run analyses
☒ Cannot edit projects
☒ Cannot change anything

Role Use Cases

Admin - CTO, Tech Lead, DevOps Lead

Needs full control
Manages team and billing
Sets organization-wide policies

Member - Engineers, Developers

Daily migration work
Creates and analyzes projects
No administrative overhead

Viewer - Product Managers, Designers, Stakeholders

Needs visibility
Tracks progress
No ability to make changes

INVITING TEAM MEMBERS

🔑 MANAGED THROUGH CLERK

Team member invitations are handled through the Clerk Dashboard, not directly in CAPYSQUASH. This provides enterprise-grade user management with proven security.

Clerk provides authentication, user management, and team collaboration features that CAPYSQUASH leverages. This means team setup happens in Clerk's interface, and members automatically get access to your CAPYSQUASH organization once they accept.

Invitation Flow

INVITE A TEAM MEMBER VIA CLERK

GO TO CLERK DASHBOARD

Navigate to dashboard.clerk.com

SELECT YOUR ORGANIZATION

Find and select your CAPYSQUASH organization

CLICK "INVITE MEMBERS"

Use Clerk's invitation interface

SEND INVITATION

Enter email address and assign role - Clerk sends invitation email

MEMBER JOINS AUTOMATICALLY

They accept invitation via Clerk, and automatically get CAPYSQUASH access

💡 Why Clerk? Clerk provides battle-tested authentication, MFA, session management, and user administration. By leveraging Clerk, CAPYSQUASH can focus on migration optimization while you get enterprise-grade security.

Invitation Limits

Plan	Members Allowed
Free	1 (you)
Creator	1 (you)
Professional	Unlimited*
Agency	Unlimited*
Enterprise	Unlimited

🚧 Team Member Limit Enforcement:

The platform database schema supports team member limits per plan, but enforcement UI is currently in development. Team invitations via Clerk are currently unlimited for all paid plans while we complete the enforcement system. Single-user limits (Free/Creator) are enforced.