This guide is designed to help you swiftly set up and manage your organization within Afforai. Whether you're creating your organization for the first time, inviting team members, or managing subscriptions, we've got you covered.
Differences Between Team Libraries and Afforai Organization
Team libraries or Shared Libraries are shared spaces where you can invite an unlimited number of Afforai users to share files, documents, notes, annotations, and collaborate on research. You can explore further in this guide.
Afforai Organization is an enterprise feature that allows you to create an organization, invite your employees, team members, and researchers in your department, and manage their billing, all in one place. We'll explore this further in this guide below.
How to Create Your Organization
Follow these three steps to create your organization:
Click "Organization" on the left sidebar.
Click "Create an organization."
And that's it! Proceed to the next section to invite your team members and managing their billing.
How to Invite Users and Accept Invitations
To invite users to your organization:
Click "Invit members."
Enter the email of the user you want to join your organization.
The user will receive an invitation through email.
For organization owner: Keep track of invites and see who has joined your organization from the "Pending invites" tab in your organization.
For invited users: Accept the invitation by clicking "View organization invites" by going to your Afforai Organization section.
NOTE:
Each Afforai user can either own or join one organization at a time.
Invited users must be on a free plan to be able to join an organization and existing paid Afforai accounts will not be able to join an organization.
There are 3 permission levels: View, Admin, and Owner. Only the owner can managing billing and payments.
How to Purchase Seats
To purchase seats in your organization:
Go to your organization and click "Purchase more seats."
Select the types and number of seats you want (you may see two checkout portals for monthly and annual seats on your first checkout).
Complete the payment, and you are set!
For Unlimited plan owners, you can purchase any monthly or annual subscription seats you want, including Student, Pro, and Unlimited plan seats. The default organization limit is set at 20 seats, excluding you, the organization owner. To increase this limit, please reach out to us at: https://afforai.com/contact
0-20 seats: Self-serve.
20-99 seats: Contact us to increase your organization limit.
100+ seats: Contact us for a bulk seats discount.
NOTE:
Users in your organization can’t create their own organization.
Users in your organization can’t use API services except for the owner.
Users in your organization can’t buy API credits except for the owner.
The Student plan is subject to the user having a student email.
*For AppSumo LTD Tier 3 owners, you can purchase any lifetime deal seats you want, including Tier 1, Tier 2, and Tier 3 LTD seats. There is a limit of 20 seats, excluding you, the organization owner. This is a hard limit in accordance with the agreement with AppSumo. To add more seats, you'd need to use our Unlimited plan organization type.
*For LTD Tier 3 owners, your seat purchases will follow Afforai's 30-day refund policy. Just email us at [email protected], and we'll process your refund. Your original LTD Tier 3 license purchase from AppSumo will follow AppSumo's 60-day refund policy.
How to Assign & Unassign Seats
To assign seats to users in your organization, follow these simple steps:
1. Go to the Members tab in your Afforai Organization.
2. Click on the "Assign Seat" option next to the user.
3. Choose the plan you want to assign to the user and you're set!
NOTE: When a seat is removed, the user transitions to a free plan but remains in the organization.
How to Remove & Cancel Seats
To remove and cancel seats in your organization, follow these steps:
1. Go to your Afforai Organization.
2. Click the "Manage seats" button on the top right corner.
3. Increase or decrease the total number of plans' seats for your organization and click "Confirm changes."
How to Delete Your Organization
To delete your organization, follow these straightforward steps:
Click on the menu option located at the top right corner of your organization dashboard.
Select the "Delete" option from the menu. This action is irreversible, so ensure that you have backed up any essential data or information before proceeding with the deletion process.