Rossum automatically creates the Organization and User accounts when you register for a new Rossum account. But what exactly is the Organization in Rossum app?
You can think of it as a container. It has all the workspaces, queues, and documents you see when you log in to your Rossum account. The name is usually the same as the company name you filled during the registration process.
In Rossum, an Organization can serve as a workplace for multiple users. The Admin User is the person who sets up the Organization’s trial account. Then, this user can create and edit the accounts of other users and give them access to the queues they need.
If you have already created an Organization account for your company, it is best to create new user accounts for your colleagues directly from the user settings. After you invite them, they will not have to go through the trial registration process.
Please note that you cannot move other users between different Organizations. Let us say you have a new account and you want to share it with a colleague who has created their own Organization. In this case, working in one, shared Organization is the best solution. Therefore, create a new user account for this colleague via User Settings and add them to your Organization.
Managing more than one organization
You may require better management options if you are in charge of managing multiple Organizations in the Rossum app, each representing a different department or customer. That is why, at Rossum, you can become an Organization Group Admin with access to multiple organizations.
If you want to learn more about this, read our technical guide on how to manage Organizations in a single Organization group or watch a Youtube video describing the functionality.
Note: The Organization Group Admin user role is activated only on-demand and is available as a paid add-on.