The workspace — your organization's back office

If you run an organization on OrganizeOS, you get a workspace — the internal tool for managing everything your organization does. It is separate from the member-facing platform, and entering it is like going to work: a focused, dense environment for staff and admins.

How to reach your workspace

Open the menu in the bottom-left of the sidebar and choose your organization, or go directly to your organization's address (for example yourorg.organizeos.org). Members never need the workspace — most of your supporters only ever use the platform.

What lives in the workspace

The workspace is where you manage:

• CRM — your contacts, segments, tags, and the unified view of every member and supporter
• Events — creating events, managing RSVPs, and checking people in
• Email and SMS — campaigns, templates, and automations
• Fundraising — donation pages, transactions, and donor records
• Volunteering — posting opportunities and approving hours
• Phone banking and canvassing — call lists, scripts, turf, and surveys
• Channels — internal team chat by topic
• Pages — your public website, donation pages, and signup forms
• Settings — branding, domain, billing, permissions, and integrations

Roles and permissions

Team members have roles — owner, admin, organizer, or staff — that control what they can see and do. Owners and admins manage billing, permissions, and settings. You can also create custom roles with specific permissions. Manage your team under Settings.

Desktop vs mobile

The workspace is designed for desktop, where there is room for dense tools like the campaign builder and pipeline editor. A focused subset works on mobile for field work — looking up a contact, checking people in, phone banking, and canvassing.

What does not belong here

The workspace is the admin view. Member-facing content (community, your personal events feed, direct messages) lives on the platform, not the workspace. Keeping the two separate is intentional.