Organizations

You sign in with your email address and password, plus a second factor if you've set one up. The first time you sign in after being invited, Compass walks you through setting your own password and second factor before letting you in. Once you're through, you land on your Home dashboard, scoped to your current organization and project.

Password and two-factor changes happen on your account's own sign-in page — see Account & settings.

Organizations are provisioned by Sage — you don't create them inside the app, and there's no path in Compass that makes one. 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.

Organization admins can rename the organization under Settings → Organization → General. The name is what everyone in it sees in the workspace switcher and on invitations.

If you belong to more than one organization, the workspace switcher at the top of the app lets you move between them. (If you belong to just one, there's nothing to switch.) Changing organization re-scopes the whole app: Compass selects a project you have access to in the organization you moved to, and takes you to the top of the section you were in — a workflow or execution you had open belongs to the old organization and means nothing in the new one.

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.