Your workspace

If you run an organization on OrganizeOS, you get a workspace: where your team runs everything your organization does. Your members use OrganizeOS too, in your organization's member space, and anyone can use your public site. The workspace is the part only your team sees.

How OrganizeOS fits together

Your organization has three places on OrganizeOS, each for different people:

• The workspace, at app.organizeos.org/yourorg: your team's tools, covered on this page.
• The member space, at app.organizeos.org/yourorg/member: where your members see your events, their membership, your communities and how to donate. See Bringing your members onto OrganizeOS.
• Your public site, at yourorg.organizeos.org or your own domain: what anyone sees, signed in or not, with your donate, join and event pages. See Your public site.

Everyone has one OrganizeOS account, with a personal dashboard across every organization they belong to.

How to reach your workspace

Open your account menu (your name and photo at the bottom-left of the sidebar) and choose your organization under Workspaces, or go directly to your workspace's address (for example app.organizeos.org/yourorg). Members never need the workspace: they use your member space and their own dashboard.

What lives in the workspace

The workspace sidebar holds your tools. Depending on your role, your plan, and the kind of organization you run, you may not see all of them.

• Dashboard: where your workspace opens, shaped by the kind of organization you run, with your organization's announcements
• People: your members, your team, and invitations
• CRM: the unified view of every member and supporter, with contacts, segments, tags, and insights (called Supporters in a campaign workspace, which also has Campaign Advisor)
• Events, Meetings, and Recruitment: events and RSVPs (with volunteer actions and petitions under Events), meetings and one-on-ones, and open positions
• Outreach: email campaigns and automations, texting, and phone banking
• Canvassing: turf, walk lists, scripts, and surveys
• Channels and Communities: internal team chat by topic, and the discussion spaces your organization runs for its members
• Fundraising: donation pages, transactions, and donor records
• Files and Databases: shared file storage and tables you build yourself
• Website: what people see at your organization's address, from your profile page to your full website, plus your pages, embeds, and your shop's products, orders, storefront, and settings
• Reports: your organization's analytics
• Administration: general settings, people settings, departments, roles and teams, brand, security, integrations, billing, and chapters

Your Inbox is not a tool in the list: it opens from the button beside your name at the bottom of the sidebar, or at the right of the top bar on a phone, and opens over the page you are on. It holds your direct messages, your notifications, and what is waiting on you, such as join requests to review and tasks assigned to you. See your Inbox.

Finding your way around the sidebar

The workspace sidebar starts with Dashboard, then People and CRM. Events, Meetings and Recruitment come next, then Outreach and Canvassing. Channels and Communities follow, then your operations tools (Fundraising, Files, Databases and Website), with Reports and Administration at the bottom. Campaigns also see Campaign Advisor right after Dashboard, and their CRM is called Supporters.

Each tool has its own color, on its icon in the sidebar and at the top of its pages. The page you are on is highlighted in its tool's color, and inside a tool the highlight keeps that color, so you can always tell where you are.

Events opens on your list of events and also holds Actions (volunteer tasks such as canvass shifts) and Petitions. Switch between the list, calendar and map views on the Events page itself.

Outreach groups the ways you reach people: Email (campaigns, subscribers, templates, automations and analytics), Texting (SMS) and Calling (phone banking, being rebuilt: its pages say so until the new calling screens arrive), with Email settings under Setup for owners and admins. Email is included on the Core plan and above. On a phone, Outreach shows only phone banking.

Website holds everything public: Overview (what people see at your address), then Site, Shop and Settings groups. Your shop's products, orders, storefront and settings are part of Website, not a separate tool. See Your public site.

You see only the tools your plan and role allow, so your sidebar may be shorter than this. A team member without email or SMS access, for example, sees only phone banking under Outreach.

Roles and permissions

Every team member has a role — owner, admin, a custom role you define, or member — that controls what they can see and do. Owners and admins manage billing, permissions, and settings; custom roles grant a specific set of permissions in between. See Roles and permissions for your team for the full model, Organizing your team into teams for grouping people for private-channel access, and Departments and delegated admin for splitting a growing organization into units with their own bounded admins. Manage your team under People, then Team, and your roles under Administration, then Access, then Roles.

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, and canvassing. Phone banking is being rebuilt, so no calls can be made for now; see Phonebank campaigns.

Why this matters

Your team and your members use the same platform from two sides. The workspace gives your team dense, focused tools; the member space gives your members a simple view of what your organization is doing and how to take part. What you build in the workspace, such as an event, a community or a donation page, is what your members see in their member space and what the public sees on your site.

Your members' communities live in your member space: you set them up under Communities in the workspace, and your members talk in them from the member space. Your own events feed and your direct messages follow you as a person: they are on your personal dashboard and in your Inbox, whichever organization you are working in.