Patricia O'Maroro avatar
Written by Patricia O'Maroro
Updated over a week ago

What is an Organization?

It is a shared workspace connected with your Surfer subscription. This means that all of your team members will operate under one pricing plan.

Why did we come up with Organizations?

Although we’ve always allowed sharing credentials to one account, we wanted to simplify it for you to work as a team or with your writers/clients.

How to invite a user to join your organization?

1. Go to the ”Organization” tab of your account
2. Copy the invite link
3. You’re ready to share it! You can do this via email, Messenger – however you want!

As an organization owner, you can:
– remove your team members whenever you want
– reset your invitation link to get the new one (users that had already joined your organization won’t be deleted once you do the reset)

How to join the organization once you’re invited?

1. Click on an invitation link – you’ll be redirected to the login or signup page – it depends if you already have a Surfer account or not. You need to set up a Surfer account (for free, even without a paid plan) to be able to join organizations.
2. Click the ”Join” button
3. Congrats! Now you can work in the organization! :)

Roles in Organization

There are three different roles in each organization:

  • Member - can see other members as well as view, edit, create and remove queries.

  • Admin - on top of access to queries, an admin can manage the organization and has access to the billing.

  • Owner - the ruler of them all! As the subscription of the organization is under the owner's account, he has all of the previously mentioned accesses and privileges.

Admins can be appointed by the Owner and other Admins on the organization page by selecting a proper role from the drop-down menu:

Organization vs. private account

Despite working in the organization you were invited to, you can always purchase a standalone subscription for your own purposes:

How to switch between organizations?

Just go to the upper left-hand menu and choose the one you want to work in at the moment.

Organizations FAQ

Who can use this feature and invite people?

Users on the Essential, Advance, and Max plans. On each plan, you will get a different number of available seats, starting with 2 on Essential, 5 on Advance, and 10 on Max. To get more seats, check out our custom plans!

Can I invite people outside Surfer to join my organization?

Yes! They will just need to register, but they won’t need to buy a plan.

Can I be a member of multiple organizations?

Yes. You can join as many organizations as you want.

Can I own multiple organizations?

No, you can own only one organization per one Surfer plan.

What happens if I have an active subscription and I get invited to join an organization?

It’s not a problem! You can always switch between the organization and your own account.

What happens if I own an organization myself and am invited to join another organization?

Even if you own an organization yourself, you can join as many organizations as you want.

Can organization members use overage credits?

Yes! The organization owner or admin just needs to turn on the "Allow creating more Content Editors after the baseline limit is exceeded" option. for this to happen.

Do you still need help? Don't worry! You can contact us at [email protected] or via live chat by clicking the icon in the bottom-right corner.

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