> ## Documentation Index
> Fetch the complete documentation index at: https://docs.summand.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Organizations

> How org structure, membership, and roles work in Summand on Enterprise plans.

On Enterprise plans, **organizations** are the unit of multi-tenancy. An organization owns one or more workspaces, has its own SSO and Directory Sync configuration, and bills as a single account. Members are managed in WorkOS and surfaced in Summand.

## Provisioning

Enterprise organizations are provisioned through sales — once the contract is signed and a designated admin is named, we set up the organization in WorkOS and invite the admin by email. This is deliberate:

* **No domain squatting.** A random user signing up with a `@yourcompany.com` email can't claim an organization.
* **Verified admins.** The first admin is the person named in the contract.
* **Clean audit trail.** Provisioning events come from a sales actor, not anonymous signup.

To get an organization, contact [sales@summand.com](mailto:sales@summand.com).

## Roles

| Role       | Manage SSO / SCIM | Manage members | Manage billing | Create datasets | Read all org datasets      |
| ---------- | ----------------- | -------------- | -------------- | --------------- | -------------------------- |
| **Owner**  | ✓                 | ✓              | ✓              | ✓               | ✓                          |
| **Admin**  | ✓                 | ✓              | —              | ✓               | ✓                          |
| **Member** | —                 | —              | —              | ✓               | only ones shared with them |

Roles can be assigned manually in **Settings → Organization → Members** or mapped from IdP groups via Directory Sync. Per-resource access (Owner / Editor / Viewer on a specific dataset or connector) is separate — see [Sharing](/concepts/sharing).

## Domains

An organization can own multiple verified domains — useful for companies with subsidiary brands (`acme.com` + `acme-labs.com`). Each domain is verified independently via DNS TXT record. Once verified, sign-ins from that domain are routed to your SSO connection automatically.

To add a domain after the org is provisioned: **Settings → Organization → Domain Verification → Configure** in the WorkOS Admin Portal.

## Seat management

Each organization has a seat count tied to your contract. Seats are consumed when a user is added — either by manual invitation, JIT provisioning at first SSO sign-in, or SCIM provisioning from your IdP.

The current seat count vs. your limit is shown in **Settings → Organization** at the top of the page. If you're approaching the limit, contact your account manager — or remove inactive members first.

## Member lifecycle

| Event                                         | What Summand does                                                              |
| --------------------------------------------- | ------------------------------------------------------------------------------ |
| User added in your IdP, then signs in via SSO | JIT-provisioned as **member** (or mapped role)                                 |
| User added to a SCIM-synced group             | Provisioned automatically with mapped role                                     |
| User removed from the IdP                     | Sessions invalidated within minutes; seat freed (if SCIM is on)                |
| User removed without SCIM                     | Sessions invalidated on next refresh; account remains until manually suspended |
| User suspended manually in Summand            | Sessions invalidated immediately; data preserved                               |
| User deleted in Summand                       | Account removed; their datasets transferred to the org owner                   |

For air-tight deprovisioning, run SSO + Directory Sync together. Without SCIM, you'll need to manually suspend users when they leave.

## Workspaces

Within an organization, **workspaces** are an optional grouping for separating datasets across teams (e.g. `marketing-analytics` and `risk`). All workspaces share the org's billing, SSO, and member pool — workspaces are about organization, not isolation. For hard isolation between business units, use separate organizations.
