Your workspace: the organizer back office
What the workspace is, who can use it, and how it differs from the member platform.
On this page
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
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 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.
Why this matters
The workspace is for people who run the organization, not members who participate in it. Keeping the two environments separate is intentional: organizers get dense, focused tools without cluttering the member experience, and members get a clean platform without stumbling into admin views.
Member-facing content, including community pages, your personal events feed, and direct messages, lives on the platform side. If you are looking for those, you are in the wrong place. Use the workspace for everything behind the scenes: building campaigns, managing people, and tracking what is working.