Organizations are a way to connect every person and Team Room in your company under one shared billing account. They are an easy way to organize and view all the people and teams you work with that use Retrium, regardless of whether you have one or one hundred teams running retrospectives.
Also, Organizations make it possible for multiple people in your company to configure user permissions, manage users, and control the creation of Team Rooms. Because we charge for our product based upon monthly active Team Rooms*, Organizations are essential to understanding Retrium usage and the monthly cost of our product.
*Applies to Team Edition subscriptions.
Create an Organization
There are two ways to create a Retrium Organization, and we’ve outlined those options in detail in our article about signing up for Retrium.
Through our marketing site
If you’re signing up for a free trial of Retrium through our website, we will automatically create your first Organization for you when you go through the account and profile setup process. You won't need to do anything else to create your Organization.
Through the Retrium application
If you signed up for Retrium from an email invitation, you were added as a member of someone else’s Organization. This means you were not required to create an Organization as part of the signup process, since an Organization for your company already existed.
However, if you want to create an Organization of your own (separate from your company's existing Retrium Organization), you can follow the steps below.
- Navigate to the "user settings" menu in the top right corner of the application, and click on the button to create a new free trial. If this button is unavailable, it means you have already used your one free trial account or your company does not allow this action.
- This will open the menu to answer a few questions and set up your new Organization.
- Then create your first Team Room and invite people to join you in the Team Room or Organization.
- You can then choose to upgrade your free trial to a paid subscription.
Editing an Organization
You will need to be an Org Admin in order to perform these actions.
After you've created an Organization, you can choose to edit it.
You can change the name of an existing Organization, invite people to join the Organization, or upgrade the subscription using the "gear" icon next to the Organization name. You'll find this gear in the left navigation panel.
Once you open the Org Settings menu, you can click into the box to change the name of the Organization and then save the updated content.
You can also add new users to your Organization's account using the invitation section of the modal.
Additionally, you can upgrade your account from the Org Settings menu.