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FAQ: What is the difference between an Organisation and a Team?

Zudello uses a two-tiered structure to manage access and configuration: Organisations and Teams.

Organisation:

  • Represents: Your entire company or legal entity using Zudello. It's the top-level container.
  • Contains: One or more Teams.
  • Manages:
    • Users: All user accounts belong to the Organisation.
    • User Groups: Definitions of roles and their associated action permissions (e.g., AP Clerk group can view/update invoices).
    • Teams: Creation and basic management of Teams within the Organisation.
    • Organisation-Level Settings: SSO configuration, global settings (if any).
  • Access: Managed by Organisation Administrators.

Team:

  • Represents: A specific business unit, subsidiary, department, or functional group within your Organisation that processes documents. Examples: "AU Accounts Payable", "UK Sales Division", "Project Alpha Team".
  • Contains: Documents (Invoices, POs, Expenses, etc.), Relationship records (Suppliers, Customers linked to this team), Dimension data (potentially filtered), Team-specific settings.
  • Manages:
    • Data: All transactional data belongs to a specific Team.
    • Team Membership: Users from the Organisation are assigned as members to specific Teams.
    • Team-Specific Settings: Data Permissions (controlling which records users see within the team), Inbox configurations, default coding, potentially specific workflows or forms.
  • Access: Users log in and select a Team to work within. Their permissions and data visibility are determined by their User Group memberships within that specific Team.

Analogy:

Think of the Organisation as the entire office building, and each Team as a specific floor or department within that building. Users (employees) have access cards (logins) for the building (Organisation), but they can only enter and work on the floors (Teams) they are assigned to, and their specific keycard (User Group) determines which rooms (data/features) they can access on that floor.

This structure allows large companies with multiple entities or departments to manage their users centrally while segregating data and workflows into relevant Teams.