Last updated October 29, 2026
Section 1.3: Organization setup
An organization gives your team one shared workspace: a roster, shared documents, one bill, and settings that apply to everyone. If you picked A team during onboarding, you already have one. If you started with Just me, you can turn your workspace into an organization at any time.
1. Turning a personal workspace into an organization
- Open Settings > Workspace > Company setup. This section only appears in a personal workspace.
- Enter the Organization name.
- Pick a Team size.
- Click Upgrade to organization.
Your projects, bookings and profile carry over. ABRAM reloads with you working inside the new organization.
2. Where organization things live
| Place | What it holds | Who sees it |
|---|---|---|
| Organization in the sidebar | Your team on Team members (called Roster in some workspaces), and Documents & brain for organization documents | Everyone in the organization sees the team. Documents & brain is for owners and admins. |
| Company profile in the sidebar | How your company presents itself: banner, details, services and specialties, contact and team | People who can manage the org profile edit it |
| Settings > Workspace | General, Sign-in and SSO, and Audit log (SMB / Enterprise) | Owners and admins, and members with the Manage people switch |
| Settings > Team & roles | Project roles and role skills | Owners and admins, and members with the Manage people switch |
Organization and Company profile sit under Account in the sidebar. People who see those Settings pages also get an Organization settings button on the Organization page.
See Section 1.4 for inviting people and setting their access, and Section 1.8 for handing the organization to someone else.
3. General settings
Open Settings > Workspace > General.
Logo and branding
Upload an image up to 3 MB as the organization's logo. On Pro and above, the Branding card sets an Accent color and Footer text that apply to the client portal and to quote and invoice PDFs.
Locations
Locations are where gear lives when it is not on a job, such as a studio or a gear locker. Click Add location to add one. Rename or delete a location from its row.
Teams and locations
Studio and above can group people into Teams and Locations with leads. Click Add under Teams and locations, choose Team or Location, then open it to add leads and members. A Location is made from one of the locations above.
Processing fee
The owner chooses who pays the Processing Fee on new quotes and invoices by default: Add to client's total or Absorb into my rate. You can still change it on each quote or invoice.
4. Single sign-on and directory sync (SMB / Enterprise)
Open Settings > Workspace > Sign-in and SSO.
The Authentication block reads Not set up yet until your company's IT contact has been invited to set it up. Contact ABRAM support to start. Once that is done:
- Next to Single sign-on, SAML or OIDC or Directory sync, SCIM, click Configure.
- A setup portal opens in a new tab. Configure your identity provider there.
IdP group mappings on the same page place people from your identity provider into ABRAM with the right role.
5. Intake forms
Custom intake forms let clients send you structured project requests. The form builder lives in the Clients hub on the Intake forms tab, and incoming requests land in Triage on the Projects page. Intake forms need Studio or above. See Section 2.3.