Organizations and roles

An organization is your company in Quanty: its people, its plan and credits, and everything it works on. Inside it, workspaces hold folders, folders hold projects, and projects hold tables and views (see Projects, tables and views). Each organization has its own subscription and credits, and its data is kept apart from every other organization's.

You can belong to several organizations and switch between them in the top bar; each person also has a role in each organization.

Before you start

The organization settings are under Settings, Organizations. Admins see the full settings; members and viewers see a short page.
Your role is shown in the settings header ("Your role: Admin") and decides what you can do everywhere in Quanty.

Roles

There are three roles. All admins are equal; there is no owner role.

Role	What it can do
Admin	Everything a member can, plus: the organization settings (name, logo, document model), inviting people, changing roles (also making someone an admin), removing members, budgets and spend limits, the plan and billing, team activity, workspace access, links for people outside the organization, connecting KSeF, WhatsApp, the AI Secretary and TMS settings, and deleting the organization.
Member	Works with the data: the projects, tables, files and automations it has access to, chat and AI, and its own mailboxes. Sees credits on Usage, not money. Can leave.
Viewer	Reads what it has access to, changes nothing. Can leave.

An organization always keeps at least one admin: the last admin cannot be made a member, removed or leave ("This is the only admin. Promote somebody else to admin first.").

Projects have their own members and roles on top of this (see Projects, tables and views). With the TMS add-on, an admin can also limit a member to some TMS modules (see Who can do what).

The Organizations page

The organization settings, General tab.

The header shows the organization's name, its plan badge, the seats in use ("3/10 seats") and your role. New organization creates another one. The tabs:

Tab	What it holds	Page
General	Name, logo, default organization, document analysis model, Danger Zone.	below
Budget & limits	Seats, the monthly AI budget and member spend limits.	Credits and usage
Members	Members, invitations, roles and support access.	Members and invitations
Quanty Ghost	Columns that never leave the organization.	Quanty Ghost
Activity	Team activity.	Team activity

Members and viewers see instead: "You are part of Przykładowa Spedycja. Its members, seats and plan are run by its admins. You can leave this organization, or create your own, where you are the admin."

General

Setting	What it means	Who
Name and Rename	The organization's name, up to 100 characters.	Admins
Organization logo	"Shown in the top bar and anywhere your organization appears." Change logo (JPEG, PNG, WebP or GIF, up to 5 MB) or Remove.	Admins
Default Organization	"Set this as your default organization to auto-select on login": Set as Default, or Default when it is.	Everyone, for themselves
Document analysis model	"Used for scanned PDFs and images. Text files and spreadsheets are parsed locally at no cost." The model and its price, in the tiers Economy, Standard and Premium; Using workspace default until an admin picks one.	Admins

The default document model is Claude Haiku 4.5. A more capable model reads difficult scans better and costs more credits per page (see Files).

Team activity

Activity (admins only) shows "Who worked in Quanty and for how long, from presence in the app."

Period: Today, 7 days, 30 days, This month or Custom range (up to 366 days).
Figures: Active today, Total active time, Average per person and Online now.
Charts: Active hours per day, When the team works (by weekday and hour) and the active time through the day.
A table per person: active time, sessions, active days, first and last activity, and time per day, with Export CSV. Click a person for their sessions.

"Active: the app is open and in use. Away: 5 minutes without mouse or keyboard." A day counts as active from one minute of activity. "Members' activity is visible to the organization's administrators. Telling the team about this monitoring (GDPR) is the organization's responsibility."

Create and switch organizations

New organization (on this page, or + New organization in the switcher in the top bar) asks for the Organization Name (up to 100 characters), an optional Description (Optional) and Invite Members (Optional) (e-mail addresses separated by commas or new lines). You become its admin and Quanty switches to it. A new organization has its own plan: it starts without one (see Plans and billing).
The switcher in the top bar lists your organizations with their plans; pick one to switch. One person can be the billing contact of at most 100 organizations; after that, creating another one is refused.

Workspaces in an organization

Workspaces group folders and projects inside an organization. Each workspace's Members and visibility sets Who can see it: Whole organization or Private ("Only the people you add, and organization admins, can open its projects."). "Organization admins always have access." Only admins change it. See Projects, tables and views.

Leave or delete an organization

The Danger Zone at the bottom of General:

Leave organization: "You will lose access to all tables and data in this organization." Your files and data in the organization pass to another admin or member (see Members and invitations). The last admin cannot leave: "You are the only admin. Make somebody else an admin first, then leave."
Delete Organization (admins): "This will permanently delete: All organization data and settings, All tables within this organization, All member access and permissions, All invitation history." "This action cannot be undone." Confirm with Delete Forever; deletion is immediate. Cancel the subscription in Billing first (see Plans and billing): while a subscription still bills (active, in a trial, past due, unpaid or paused, or its first payment is still being completed, which takes up to a day) and is not set to end, deleting is refused with "Cancel the organization’s subscription first (Settings, Billing), then delete the organization."

Deleting cannot be undone

Export what you need before you delete an organization: tables export to CSV, Excel or PDF from the grid, and files download from Files.

Good to know

Each organization pays for itself. Plans, credits and budgets never move between organizations.
Quanty support. When Quanty staff help set up your organization, admins see them under Support access and can revoke it at once (see Members and invitations).
Two-factor and recovery. Every account uses two-factor authentication; a lost authenticator is reset by Quanty support (see Security).
Chat. Admins can open every channel of the organization, never other people's direct messages. How far back messages stay visible and how many people fit in a call depend on the plan (see Chat and Calls and recordings).

Members and invitations: inviting, roles, seats, removing and support access.
Credits and usage: budgets and spend limits.
Plans and billing: plans, prices and the subscription.
Security: two-factor authentication and who sees what.
Who can do what: roles and modules in the TMS.