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Evaly supports multi-tenant organizations that allow teams to collaborate on creating and managing tests. Each organization operates independently with its own members, tests, and settings.

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Creating an Organization

When you first sign up for Evaly, you can create an organization to get started:
1

Navigate to Organization Setup

After logging in, access the organization creation page from your dashboard.
2

Enter Organization Details

Provide a name and type for your organization:
  • Name: A descriptive name for your organization (e.g., “Acme University”)
  • Type: The category that best describes your organization (e.g., “Education”, “Corporate Training”)
3

Organization Created

You’ll be automatically set as the owner of the new organization and switched to it.
Free users can create up to 2 organizations. To create more organizations, upgrade any of your existing organizations to the Pro or Max plan.

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Organization Limits

Depending on your plan, there are different limits on the number of organizations you can create:
  • Free Plan: Maximum of 2 organizations
  • Pro/Max Plan: Unlimited organizations
The system checks if you have at least one Pro or Max organization to determine if you can create additional organizations beyond the free limit.

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Managing Organization Details

Organization owners can update the organization’s information at any time:

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Updating Organization Name and Type

// Only owners can update organization details
await updateOrganization({
  organizationId: "org_123",
  name: "Updated Organization Name",
  type: "New Category"
});
Owners can upload a custom logo for their organization:
1

Generate Upload URL

Request a secure upload URL for the organization logo.
2

Upload Image

Upload your image file to the generated URL.
3

Sync Metadata

Update the organization record with the new logo’s public URL.
When you upload a new logo, the previous logo is automatically deleted from storage to save space.

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Switching Between Organizations

If you belong to multiple organizations, you can easily switch between them: 
await switchOrganization({ organizationId: "org_456" });
Your currently selected organization determines:
  • Which tests and data you can access
  • Which team members you can collaborate with
  • Which settings and preferences apply

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Organization Roles

Evaly supports two role levels within organizations:

Owner

Full control over the organization:
  • Update organization details and logo
  • Invite and remove members
  • Change member roles
  • Delete the organization
  • Manage billing and subscription

Admin

Collaborate on organization activities:
  • Create and manage tests
  • Invite new members
  • Access all organization data
  • Cannot delete the organization or modify owners
Every organization must have at least one owner. You cannot remove the last owner or leave an organization if you’re the sole owner. Transfer ownership to another member first.

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Leaving an Organization

Members can leave an organization at any time: 
await leaveOrganization({ organizationId: "org_123" });
Requirements:
  • If you’re an owner, there must be at least one other owner in the organization
  • You’ll be switched to another organization if this was your currently selected one
  • Your organizer record is soft-deleted but can be restored by re-joining via invitation

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Deleting an Organization

Only owners can delete an organization:
Deleting an organization will:
  • Soft-delete the organization and all member records
  • Remove access for all team members
  • Switch all members to their next available organization (if any)
  • This action soft-deletes data but can potentially be recovered
await deleteOrganization({ organizationId: "org_123" });

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Multi-Organization Workflows

Here’s how multi-organization support works in practice:
  1. User Context: Each user has a selectedOrganizationId that determines their current working context
  2. Data Isolation: Tests, participants, and other data are scoped to specific organizations
  3. Automatic Switching: When you join a new organization or leave your current one, the system automatically switches you to an available organization
  4. Seamless Collaboration: Team members in the same organization see the same tests, participants, and data

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Best Practices

1

Use Descriptive Names

Choose clear organization names that reflect your team or department.
2

Set Appropriate Roles

Grant owner access only to trusted team members who need full administrative control.
3

Regular Audits

Periodically review your organization members and remove those who no longer need access.
4

Plan Ahead

Consider your subscription plan if you need multiple organizations or advanced features.

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