Everything you need to know to get started with the Organization plan, what it is, and how it works.
Table of contents:
What is the Organization plan?
What is the Organization plan?
The Organization plan is a Custom plan that allows you to have multiple workspaces connected between them. It can be purchased through one of our sales agents or through your account manager if you’re upgrading from the Enterprise plan.
Note: Your organization will be issued a single subscription and invoice.
Flipsnack Organizations goes beyond the team setup you may be used to with a regular team plan (Starter/Professional/Business/Enterprise). For example, instead of a single workspace for a team, you have a dedicated Organization space that contains multiple workspaces for multiple teams.
You can organize your teams in different environments or workspaces set up and managed by a high-level admin of the entire organization (or a group of high-level admins).
Everything in the Organization plan is owned by the organization, including files, flipbooks, and every team within the organization.
Who is it for?
The Organization plan benefits multinational companies who want to set up their workspaces by country or by offices.
It can also be a good fit for a company with multiple branches in different states or cities.
Or if you’re a business that operates through franchises where each affiliate needs its separate environment.
There might be other causes for which the Organization plan is a good fit.
Make sure you contact our sales agents or your account manager if you need advice or are interested in the Organization plan.
Organization management
Every organization has a main workspace from which all the other regular workspaces can be set up and managed. You must log in to this main workspace to access the main organization page. Here's where you can find the organization management page.
From the main workspace, the organization owner can create as many team workspaces as needed based on your organization structure and what you discussed and agreed on with your account manager.
You can go to a certain workspace from this main organization page.
The organization owner is automatically the owner of every workspace they set up. This person has full control over all aspects of the organization. They can view and manage teams and monitor teammates' activity through activity logs by switching from one workspace to another. The owner manages billing, tracks statistics, sets up the organization's branding (fonts & colors), creates templates, and shares them with workspaces.
Besides the owner, you can have other teammates in the main workspace. Everyone in the main workspace can view a list of the organization's users and team workspaces.
However, being a part of the main workspace only automatically gives you access or control over other team workspaces if you are the owner. To access the other workspaces, you need to be invited there.
Important: To edit settings or invite teammates within a certain workspace, you need to have an admin role within that team.
If you are an admin in one or more workspaces, please read our guide for admins.
Organization templates
Members of the main workspace can share templates with the other teams. As soon as they are shared (added to teams), they will be accessible to all the users of the entire organization. However, remember that you cannot share a template created in a team workspace with other teams or the main workspace.
Team templates and organization templates are neatly organized in 2 tabs, making it easier for users to identify them.
Billing
There is a single subscription for the entire organization. The price is based on the number of teammates part of the organization in Flipsnack and based on your needs.
Shared branding and resources across teams
Naturally, all teams within one organization will use the same branding elements—one company - one brand.
So instead of having each individual set up their branding elements (colors, fonts, typography) within their respective workspace, you only have to add them once in the main workspace. Once you add them, they are automatically made available in all the connected team workspaces.
The same principle applies to uploaded and shared fonts with teams: they will automatically have access to them. Teams can also upload more resources (e.g., fonts) and create their own templates (based on roles and permissions).
These resources will be organized in 2 different tabs: Organization and Team.
Templates created in the main workspace can also be shared with the entire organization.
Important: We recommend that you finalize the templates before sharing them.
Useful resources to share with all workspace admins that are part of your organization:
- Branding options
- Creating locked templates
- Sharing templates
- Add team members, roles, and permissions
- SSO authentication
- Activity logs
- Workspaces
In addition to the resources listed above, we have an online course covering the bases regarding the functionalities of Flipsnack. We highly encourage all admins and other users to enroll in Flipsnack Academy.
If you have any questions, don't hesitate to contact us via live chat.