Help & Documentation

Learn how to use StructureGram

Working with Multiple Organisations

StructureGram allows you to belong to multiple organisations simultaneously. This guide explains how to switch between organisations, understand which organisation you're working in, and manage multiple workspaces effectively.

Understanding Multiple Organisations

When you belong to multiple organisations, you can:

  • Switch between them at any time
  • Maintain separate data in each organisation
  • Have different roles in different organisations (e.g., Admin in one, User in another)
  • Work independently in each workspace

Important: Data is completely isolated between organisations. Entities and relationships are never shared across organisations.

Common Scenarios

Scenario 1: Personal and Professional

Create separate organisations for:

  • Your firm's work: Shared with colleagues and team members
  • Personal projects: Private structures for your own use

Scenario 2: Multiple Clients

If you work with different clients or firms:

  • Client A Organisation: All work for Client A
  • Client B Organisation: All work for Client B
  • Keep client data completely separate and secure

Scenario 3: Multi-Firm Collaboration

If you work across multiple firms:

  • Firm A: Your primary employer
  • Firm B: A partner firm you collaborate with
  • Freelance: Your own consulting practice

Scenario 4: Divisions or Departments

For large organizations:

  • Corporate Division: Corporate restructuring work
  • Estate Planning Division: Estate and succession structures
  • Litigation Support: Family law matters

The Active Organisation

What is the Active Organisation?

Your active organisation is the workspace you're currently viewing. All entities, relationships, diagrams, and entity filters you see belong to the active organisation.

How to Identify Your Active Organisation

The active organisation is displayed in:

  • Top navigation bar: Organisation name shown prominently
  • Organisation switcher: Current organisation is highlighted
  • Page title: Often includes the organisation context

Active Organisation Persistence

Your active organisation choice is remembered:

  • Persists across browser sessions
  • Remains active when you log out and log back in
  • Stays selected until you manually switch to a different organisation

Switching Between Organisations

Using the Organisation Switcher

To switch to a different organisation:

  1. Click the organisation name or switcher icon in the top navigation
  2. You'll see a list of all organisations you belong to
  3. Each organisation shows:
    • Organisation name
    • Your role (Admin or User)
    • Number of members
  4. Click on the organisation you want to switch to
  5. The page refreshes and loads data from the selected organisation

After Switching

When you switch organisations:

  • All entities and relationships update to show the new organisation's data
  • Filter groups change to those in the new organisation
  • Diagrams reflect the new organisation's structures
  • Your role may be different (check the organisation switcher)

First-Time Selection

If you belong to multiple organisations and have just logged in:

  • You may see an organisation selection page
  • Choose which organisation to start working in
  • Your choice becomes your active organisation

Organisation Selection Page

When You See This Page

The organisation selection page appears when:

  • You've just created an account and accepted multiple invitations
  • You've just logged in and have multiple organisations but no active one set
  • You've been invited to a new organisation and want to switch to it

How to Use It

  1. View all your organisations: See all organisations you're a member of
  2. Check your roles: See whether you're an Admin or User in each
  3. See member counts: Understand the size of each organisation
  4. Select one: Click on an organisation to make it active
  5. Start working: You'll be redirected to the main app

Managing Multiple Organisations

Creating Additional Organisations

You can create as many organisations as you need:

  1. Navigate to Account > Organisation Settings
  2. Scroll to Create New Organisation section
  3. Enter a name for the new organisation
  4. Click Create
  5. You'll automatically become the admin of the new organisation

Accepting Invitations to Other Organisations

When someone invites you to their organisation:

  1. You'll receive an invitation email
  2. Click the invitation link
  3. Review the invitation details (organisation name, role, who invited you)
  4. Click Accept Invitation
  5. The new organisation is added to your list
  6. You can switch to it using the organisation switcher

Leaving an Organisation

If you no longer need access to an organisation:

  1. Switch to that organisation (make it active)
  2. Go to Account > Organisation Settings
  3. Scroll to Danger Zone
  4. Click Leave Organisation
  5. Confirm your decision

Note: If you're the last admin, you cannot leave until you promote another member to admin or delete the organisation.

Data Isolation and Security

Complete Separation

Each organisation's data is completely isolated:

  • Entities: Cannot be seen across organisations
  • Relationships: Exist only within their organisation
  • Diagrams: Specific to each organisation
  • Entity Filters: Unique to each organisation
  • Layouts: Saved separately per organisation

No Data Sharing

You cannot:

  • Copy entities from one organisation to another
  • Share relationships between organisations
  • Export data from one organisation and import into another (currently)
  • Merge organisations together

Privacy and Security

  • Members only: Only members of an organisation can see its data
  • Role-based access: Your permissions depend on your role in each organisation
  • Audit trail: Actions are tracked per organisation
  • Secure switching: Switching organisations requires authentication

Best Practices

Naming Organisations

Use clear, descriptive names:

  • ✅ Good: "Acme Advisory Pty Ltd", "Smith Family Estate Planning", "ABC Accounting - Corporate"
  • ❌ Avoid: "My Org", "Test", "Organisation 1"

Organizing Your Work

For consultants/advisors working with multiple clients:

  • Create a separate organisation for each major client
  • Use your "home" organisation for templates and test structures
  • Name organisations after clients for easy identification

For firms with teams:

  • One main organisation for the whole firm
  • Additional organisations for different practice areas if needed
  • Use entity filters within an organisation to separate client work

For personal use:

  • One organisation for your professional work
  • One organisation for personal projects or family structures
  • Keep them clearly named to avoid confusion

Switching Efficiently

  • Use keyboard shortcuts (if available) to switch quickly
  • Check the organisation name before starting work to avoid editing the wrong structures
  • Review your role when switching - you might be an admin in one and a user in another

Avoiding Mistakes

Before creating or editing:

  1. Check which organisation is active - look at the top navigation
  2. Verify you're in the right workspace - especially important for similar work across organisations
  3. Double-check before deleting - deletions are permanent and cannot be undone

Troubleshooting

Can't find an entity I created

Possible causes:

  • You created it in a different organisation
  • Switch to all your organisations and search for it
  • Check the organisation switcher to see where you last worked

Wrong organisation is selected

To fix:

  • Use the organisation switcher to change to the correct organisation
  • Your active organisation persists, so select the right one

Invited to an organisation but can't see it

Steps to resolve:

  • Log out and log back in
  • Check the organisation selection page
  • Contact the person who invited you to confirm the invitation was sent
  • Check your email for the invitation link and accept it again

Data disappeared after switching

This is normal:

  • Each organisation has separate data
  • Switch back to the previous organisation to see that data again
  • Data is not deleted, just filtered by organisation

Can't switch organisations

Possible causes:

  • Only belong to one organisation (nothing to switch to)
  • Network or authentication issue - try refreshing the page
  • Browser issue - clear cache and try again

Common Questions

How many organisations can I belong to?

There's no limit. You can belong to as many organisations as you're invited to or create yourself.

Does switching organisations log me out?

No. Switching organisations is instant and doesn't require logging in again. Your authentication session remains active.

Can I be in multiple organisations at the same time?

You can only view one organisation at a time (your "active" organisation). However, you can switch between them instantly.

Will my settings carry across organisations?

Some settings are global (personal account settings), while others are organisation-specific (diagram preferences, entity filters). User settings respect the active organisation context.

Can I transfer data between organisations?

Not currently. Data is isolated per organisation for security. If you need the same structure in multiple organisations, you'll need to manually recreate it.

What happens if I delete an organisation I was invited to?

If an admin deletes an organisation you're a member of:

  • You'll lose access to that organisation and all its data
  • It will be removed from your organisation switcher
  • Your other organisations are unaffected

Can I rename an organisation?

Yes, if you're an admin. Go to Account > Organisation Settings and update the organisation name. This change affects all members.

What role do I have in each organisation?

Check the organisation switcher - it displays your role (Admin or User) next to each organisation name.

Next Steps