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

# Organization

> Manage CodeBanana organizations, switching, join requests, owned and work organizations, members, roles, permissions, departments, organization contacts, invitations, application history, batch import, export files, and member removal.

### **Access and Switching**

Click the **organization selector in the top-left corner** to:

* Switch between organizations
* Apply to join a new organization

To **join** an organization:

* Search for the organization name
* Submit a request
* After approval by the **organization owner**, you can switch into that organization

<Frame>
  <img src="https://mintcdn.com/gen-d40df51d/NXfA1L9kIKVObyMD/images/switchorga.png?fit=max&auto=format&n=NXfA1L9kIKVObyMD&q=85&s=079374af81dfe5549e3bc33640d8a979" alt="Switchorga" width="2294" height="1264" data-path="images/switchorga.png" />
</Frame>

#### **Create Organization**

* A default organization is **automatically created** when you register (via email or third-party login)
* The organization name is initially based on your email and can be renamed by the owner
* Each user can have **only one owned organization**

#### **Organization Types**

CodeBanana distinguishes between two types of organizations:

**Own Organization**

* The organization you created and fully control
* You are the **Owner**
* Each user can have only one

**Work Organization**

* Organizations you join as a collaborator
* You can be part of multiple work organizations

#### **Key behavior**

* You can only be in **one organization at a time**
* Switching organizations means switching your entire workspace:
  * Projects
  * Files
  * Contacts

#### **Members and Roles**

Organizations manage collaboration through roles:

* **Owner**
  * Full control over the organization
  * Manages members, permissions, and billing
* **Member**
  * Can access AI resources and participate in projects

#### **Join mechanism**

* Users must **actively apply** to join an organization
* Search by organization name and submit a request
* Access is granted after admin approval

<Frame>
  <img src="https://mintcdn.com/gen-d40df51d/NXfA1L9kIKVObyMD/images/joinorg.png?fit=max&auto=format&n=NXfA1L9kIKVObyMD&q=85&s=d0d010c27a511f6af28f72af7182de55" alt="Joinorg" width="2294" height="1264" data-path="images/joinorg.png" />
</Frame>

#### **Leaving an organization**

* Users can switch between organizations if they belong to multiple
* Full removal currently requires action from the **organization owner**
* Self-service “leave organization” is not yet available (to prevent accidental data loss)

#### **Organization & Projects**

Projects are tightly bound to organizations:

**Strong binding**

* Every project must belong to a specific organization
* Projects cannot exist outside an organization

**Data isolation**

* Projects in one organization are **not visible** to members of another
* Switching organizations refreshes your entire project list

**External collaboration (special case)**

* If an external user is invited to a project:
  * They gain access to the **project only**, not the organization
  * Currently, the project may appear across their organization views
  * Future updates will place such projects under the user’s personal organization

### Organization Management

**Admin and owner** can manage the organization structure and members through **Contacts page**.

#### **Overview**

The Contacts module serves as the central place for:

* Organization structure management
* Member management and permissions
* Bulk operations for scaling teams

<Frame>
  <img src="https://mintcdn.com/gen-d40df51d/Jppy9Tjj24BVaxs0/images/org-contacts.png?fit=max&auto=format&n=Jppy9Tjj24BVaxs0&q=85&s=b4a16e1c80c043ca07c169aee01cd1ef" alt="Org Contacts" width="2294" height="1264" data-path="images/org-contacts.png" />
</Frame>

#### **Invitations**

Members can be added in two ways:

* **Invite Members (Manual)**

<Steps>
  <Step title="Open Contacts page">
    - Click avatar  → contacts

    <Frame>
      <img src="https://mintcdn.com/gen-d40df51d/4hhcKPrJGMefJhn1/images/clickavatar.png?fit=max&auto=format&n=4hhcKPrJGMefJhn1&q=85&s=4aca43e163d40b46cc397b66e03f35d9" alt="Clickavatar" width="2294" height="1264" data-path="images/clickavatar.png" />
    </Frame>
  </Step>

  <Step title="Click invite members">
    * Invite users individually via the **Invite Members** button

    <Frame>
      <img src="https://mintcdn.com/gen-d40df51d/4hhcKPrJGMefJhn1/images/clickinvitebotton.png?fit=max&auto=format&n=4hhcKPrJGMefJhn1&q=85&s=6a921cb91aa1e7ea82bd2c083fb4b07c" alt="Clickinvitebotton" width="2294" height="1264" data-path="images/clickinvitebotton.png" />
    </Frame>

    * Enter the email address and select a department

    <Frame>
      <img src="https://mintcdn.com/gen-d40df51d/Bnzn85k4wARVEdS1/images/individualinvite.png?fit=max&auto=format&n=Bnzn85k4wARVEdS1&q=85&s=fac87e31d2831f2413c07d328d7d1b79" alt="Individualinvite" width="2294" height="1264" data-path="images/individualinvite.png" />
    </Frame>
  </Step>
</Steps>

* **Batch Import**

<Steps>
  <Step title="Open Contacts page">
    - Click avatar  → contacts

    <Frame>
      <img src="https://mintcdn.com/gen-d40df51d/4hhcKPrJGMefJhn1/images/clickavatar.png?fit=max&auto=format&n=4hhcKPrJGMefJhn1&q=85&s=4aca43e163d40b46cc397b66e03f35d9" alt="Clickavatar" width="2294" height="1264" data-path="images/clickavatar.png" />
    </Frame>
  </Step>

  <Step title="Click the Top-right icon">
    <Frame>
      <img src="https://mintcdn.com/gen-d40df51d/4hhcKPrJGMefJhn1/images/toprighticon.png?fit=max&auto=format&n=4hhcKPrJGMefJhn1&q=85&s=652759204e34e3a276bba121eef6be08" alt="Toprighticon" width="2294" height="1264" data-path="images/toprighticon.png" />
    </Frame>

    * Click Batch Import
  </Step>

  <Step title="Download template & Edit">
    * Download two templates
    * Edit these templates under guidance

    <Frame>
      <img src="https://mintcdn.com/gen-d40df51d/4hhcKPrJGMefJhn1/images/downloadTemplate.png?fit=max&auto=format&n=4hhcKPrJGMefJhn1&q=85&s=594927912d1aaacb80ed50bbc641b2c4" alt="Download Template" width="2294" height="1264" data-path="images/downloadTemplate.png" />
    </Frame>
  </Step>

  <Step title="Upload template and preview" />
</Steps>

#### **Application History**

Application History shows all organization-related requests and invitations in one place.

It helps users track applications they submitted, invitations they sent, and requests they received from others.

* **Requests Sent**
  * View the requests you submitted to join other organizations.
  * You can check the status of each request, such as pending or approved.
* **Applications Sent**
  * View the invitations you sent to others to join your organization.
  * You can track the status of each invitation and cancel invitations that are still pending.
* **Requests Received**
  * View the join requests submitted by other users to your organization.
  * You can process incoming requests or review their previous status and handling results.

#### **Export files**

Exported files can be edited and re-uploaded:

* **Export Structure** — export department hierarchy
* **Export Members** — export member list

#### **Department Management**

**Admins and owner** can manage organizational structure:

* Create top-departments
* Add sub-departments under existing ones (**Add Sub-dept**)
* Edit department information

<Frame>
  <img src="https://mintcdn.com/gen-d40df51d/Jppy9Tjj24BVaxs0/images/departmentmanage.png?fit=max&auto=format&n=Jppy9Tjj24BVaxs0&q=85&s=bb662c19eb32fe3dfa62b81d99c788b2" alt="Departmentmanage" width="2874" height="1328" data-path="images/departmentmanage.png" />
</Frame>

* Delete departments
* Update member name, role, and assigned department

<Frame>
  <img src="https://mintcdn.com/gen-d40df51d/Jppy9Tjj24BVaxs0/images/editmemberifo.png?fit=max&auto=format&n=Jppy9Tjj24BVaxs0&q=85&s=ca3c862d55c468cf5edf78f727aec91d" alt="Editmemberifo" width="2870" height="1300" data-path="images/editmemberifo.png" />
</Frame>

* Remove Member
  * Requires transferring all projects owned by the member to another user
  * All organization permissions are revoked immediately upon removal

<Frame>
  <img src="https://mintcdn.com/gen-d40df51d/Jppy9Tjj24BVaxs0/images/removemember.png?fit=max&auto=format&n=Jppy9Tjj24BVaxs0&q=85&s=949d537c96df7cfdaf4e79d90ae0f74d" alt="Removemember" width="2862" height="1324" data-path="images/removemember.png" />
</Frame>
