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Overview

Organizations in Civic let you group projects and collaborate with your team. Each organization has its own set of toolkits and members, keeping your work organized and access-controlled.
Organizations are available on paid plans only. Only organization admins can create or manage organizations.

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Inviting and Managing Users

To invite a new member to your organization:
  1. Click on your profile picture in the bottom right corner of the screen
  2. Go to Settings > Members
  3. Click the + (plus) icon in the bottom right of the Members panel
  4. Enter the member’s email address
  5. Select their role
  6. Click “Send invitation”
The member will receive an email invitation to join your organization. If they haven’t accepted after a while, you can delete the pending invitation and send a new one.
If you have any trouble inviting members, contact support at support@civic.com.

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Switching Between Organizations

If you belong to multiple organizations, you can switch between them at any time:
  1. Click on your profile picture in the bottom left corner of the screen
  2. Select the organization you’d like to work in
Your toolkits and settings will update to reflect the selected organization.

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Adding a New Organization

To create an additional organization:
  1. Click on your profile picture in the bottom left corner of the screen
  2. Click “Add organization”
  3. Enter a name for your new organization
  4. Click Create
Your new organization starts with a fresh set of toolkits and an empty member list.

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Converting Your Personal Account to an Organization

If you want to convert your Personal Civic account to an Organization account:
  1. Click on your profile name in the bottom left corner of the screen
  2. Go to Settings
  3. Go to Members
  4. Click the ‘Convert to organization’ button
  5. Choose your organization name in the modal and click ‘Convert to organization’ to complete
  6. You should see an ‘Account converted to organization successfully’ message
After conversion, you’ll be able to invite team members to collaborate. Your existing data and settings will be preserved.
Important:
  • Once you’ve converted your personal account to an organization, this change is permanent.
  • Only one account type is allowed per email address or login method. You cannot have both a Personal account and an Organization account associated with the same email address or login method.
  • If you have an Organization account, you cannot convert it back to a personal account. You will need to create a separate personal account using a different email address.
If you encounter any issues converting your account, please reach out to our support team via email at support@civic.com using the email address associated with your account. Include a description of your issue, any troubleshooting steps you’ve tried, and provide screenshots or a screen recording.

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Need Help?

Reach out at support@civic.com or join the community on Slack.