🏢Organizations

Organizations Setup

Fast Phoenix provides robust features for managing organizations, including roles, invites, and activity logs. Organizations are central to enabling collaborative workflows and controlling access within your app. Here’s how to set it up and use it effectively:

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Step 1: Organization Creation

Organizations are created during the user onboarding process:

1. Onboarding Flow After signing up, users are prompted to create an organization by entering their name.

   • Example field: Name

   • Once submitted, an organization is created and associated with the user as the owner.

2. Default Settings

   • The user who creates the organization is assigned the Admin role.

   • Default seat limits are set based on the subscription tier.

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Step 2: Organization Roles

Fast Phoenix includes a flexible role system for managing access:

1. Predefined Roles

   • Admin: Manage users, roles, and organization settings but cannot handle billing.

   • Member: Basic access to organization features based on permissions.

2. Custom Roles (Optional)

   • Extend the system by defining additional roles in the database or configuration files.

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Step 3: Organization Invites

Invite team members to join an organization with ease:

1. Send Invites

   • Admins can send invites by entering the email address of the invitee.

   • The invite is sent using a prebuilt email template (customizable via the admin dashboard).

2. Accepting Invites

   • Invitees receive an account notification to accept the invite and join the organization.

3. Seat Limit Enforcement

   • Seat limits are based on the organization’s subscription tier. Attempts to exceed this limit will be blocked until an upgrade is made.

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Step 4: Organization Logs

Track all organization-related activities:

1. Log Types

   • Member Actions: Invites sent, roles updated, or members removed.

   • Settings Updates: Organization name or preferences changes.

2. Access Logs

   • Logs are accessible via the organization dashboard for transparency and auditing.

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Step 5: PubSub for Real-Time Updates

Fast Phoenix leverages Phoenix PubSub to keep all members in sync:

Live Notifications

• Role changes, invites, or setting updates trigger real-time notifications for all logged-in users.

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Step 6: Managing Organizations

Admins can manage their organization via a dedicated dashboard:

1. Member Management

   • Add, remove, or update roles for team members.

   • Resend invites or revoke pending ones.

2. Subscription Settings

   • View current subscription tier and available seat limits.

   • Upgrade or downgrade directly through the Stripe integration.

3. Logs and Insights

   • Access detailed logs and analytics about organization activities.

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Fast Phoenix’s organization system is designed to simplify team collaboration while providing the flexibility and control needed for growing applications. 🚀