Organizations

Documentation Index

Fetch the complete documentation index at: https://sourcetable.com/docs/llms.txt

Use this file to discover all available pages before exploring further.

Sourcetable organizations let you manage teams, share workbooks, and control access across your company.

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Creating an organization

When you sign up, you can create or join an organization. Organizations provide:

• Shared workspaces — a central location for team workbooks
• Team management — invite members and manage roles
• Billing — centralized billing for all team members
• Connectors — shared data connections accessible by all members

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Team management

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Inviting members

Invite team members by email from the organization settings page. New members can sign in with Google, Facebook, or email.

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Roles

Organization administrators can manage member access and permissions from the settings page.

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Organization settings

Access organization settings from the sidebar:

• General — organization name and details
• Members — manage team members and roles
• Billing — manage subscription and payment
• Connectors — manage shared data connections
• Integrations — connect Slack and other tools

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Slack integration

Connect Slack to your Sourcetable organization to receive notifications and updates in your team channels.

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Plans

See pricing for details.