Organizations
How you sign in, what an organization is, and how to switch between the ones you belong to.
An organization is your company's space in Compass and the primary boundary around everything in it. Projects, connections, agents, workflows, and executions all belong to one organization, and members of one organization never see another's data.
Signing in
You sign in with your email address and password, plus a second factor if you've set one up. Your first sign-in comes from an invitation — either an email with a link to set up your account, or a one-time temporary password your administrator passes on, depending on how your Compass is set up. Either way, Compass walks you through choosing your own password and setting up a second factor before letting you in.
Once you're through, you land on Studio Home. If you belong to several organizations and haven't picked one yet, you'll choose which one first.
Password and two-factor changes happen on your account's own sign-in page — see Account & settings.
Where organizations come from
Organizations are provisioned by Sage — only the operator of your Compass install can create one; members of an organization can't. You get access either by having one set up for your company or by being invited to an existing one. There are no personal organizations; Compass is always team-scoped.
Retiring an organization is likewise handled by Sage; there's no delete button in the app.
Renaming an organization
Organization admins can rename the organization under Settings → Organization → General, and change its Slug (used in organization URLs — lowercase, no spaces). The name is what everyone in it sees in the top bar and on invitations. Everyone else sees these settings read-only.
Switching organizations
If you belong to more than one organization, click the organization's name in the top bar to move between them. (If you belong to just one, there's nothing to switch.) Changing organization re-scopes the whole app: Compass selects the first project you have access to in the organization you moved to — usually Default — and takes you to the top of the section you were in, since a workflow or execution you had open belongs to the old organization.
Organization admins
Administrators of an organization automatically have admin access to every project and solution within it, so they can manage work across the whole organization without being added to each one individually. Being an admin is a role someone grants you in Compass — see Members & roles.