Organizations are the foundational building blocks of the Thena platform that help you manage your teams, members, and resources. Think of an organization as your company’s dedicated workspace where all collaboration, automation, and management takes place.

Users can be members of multiple organizations simultaneously. This allows individuals to participate in different workspaces while maintaining separate access controls and settings for each organization.

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What is an organization?

An organization in Thena platform represents a distinct business entity with its own:

  • Members and teams
  • Resources and configurations
  • Customized settings and branding
  • Security and access controls

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Creating and joining organizations

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Organization creation

When you create an organization, you automatically become the organization admin. The organization is uniquely identified by a combination of:

  • Organization name
  • Domain (derived from your email)
Organization names must be unique within the same domain. For example, if an organization named “Thena” exists under domain “thena.ai”, another organization with the same name cannot be created under that domain.

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Domain-based joining

As an organization admin, you can configure whether users from your domain can automatically join your organization:

Allow domain joining

Users with matching email domains can automatically join the organization

Restrict domain joining

Users with matching email domains must be explicitly invited

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Example scenario

Here’s how the domain-based organization system works:

1

First org creation

Creates: “Acme Corp”

Domain: acme.com

Setting: Allow domain joining

2

Second org creation

Creates: “Acme Inc”

Domain: acme.com

Setting: Restrict domain joining

3

New user signup

User: carol@acme.com

Options available:

• Join “Acme Corp” (available due to domain matching and allowed joining)

• Create new org (cannot use names “Acme Inc” or “Acme Corp” with acme.com domain)

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Key components

When creating an organization, you’ll need to set up:

Organization name

A unique identifier for your organization (unique within your domain)

Domain settings

Configure whether users from your domain can automatically join

Organization icon

Your organization’s branding image (recommended size 512x512px)

Access settings

Additional access controls and security settings

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Organization settings

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General settings

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Member management

Roles

• Admin: Full organization control
• Member: Standard access
• Viewer: Read-only access

Permissions

• Role-based access control
• Custom permission sets
• Resource-level permissions

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Team structure

Organizations can have multiple teams for different functions:

Team hierarchy

Create parent-child team relationships for better organization

Team settings

Configure team-specific workflows, permissions, and automations

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Best practices

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Organization setup

  1. Plan your structure

    • Define clear team hierarchies
    • Set up logical member groupings
    • Plan permission schemes

  2. Security first

    • Start with restricted access
    • Implement role-based permissions
    • Regular security audits

  3. Standardize processes

    • Create consistent naming conventions
    • Document organization policies
    • Establish clear workflows

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Member onboarding

  1. Clear roles

    • Define role responsibilities
    • Set up proper permissions
    • Document access levels

  2. Structured process

    • Create onboarding checklists
    • Provide necessary training
    • Set up mentorship pairs

Team management

Learn how to effectively manage teams within your organization

Member roles

Understand different member roles and their permissions

Security settings

Configure organization security and access controls

Workflows

Set up automated workflows for your organization