Every Relm Pro account belongs to an organization. The organization owns your portfolios, properties, billing, and member roster. This page explains how to create, name, and (rarely) switch between organizations.
You probably already have one
Self-Serve sign-up auto-creates an organization for you on first sign-in, named after your account. Enterprise customers get one provisioned by Relm during onboarding. So most users never need to manually create an org.
If for some reason you land on a screen prompting you to Create an organization (this happens when an account exists with no org attached, usually after an admin removed you from a team), follow the prompt.
Naming your organization
Open the user menu (top-right avatar) and click your organization name to bring up the organization switcher. From there:
- Click Manage organization.
- Edit the Name field.
- Save.
The name shows up in invitations, footer copy, and member-management screens. It does not affect billing — that's tied to your billing customer record.
Inviting your team
Once you're in, head to Settings → Members & Invitations to invite teammates. New members default to the Member role; promote them to Admin if they need to manage billing, seats, or other members. See Roles for what each role can do.
Switching organizations
If you're a member of multiple organizations (rare, but possible — e.g. consultants working with several firms), use the organization switcher in the user menu. Switching reloads the dashboard with that org's portfolios, properties, and billing.
One person, multiple orgs
If you need to evaluate Relm under a separate billing relationship — say, you're testing a different plan for a side fund — you can either:
- Create a second organization under the same Relm account. Use the Create organization option in the switcher. Each org has its own subscription.
- Create a separate Relm account. Sometimes simpler if you want totally separate access.
Self-Serve customers usually don't need two organizations. Enterprise teams sometimes set up a "Sandbox" org alongside their production org for testing prompts and workflows.
Deleting an organization
If you need to permanently delete an organization, contact support. We require a confirmation from a billing admin and we'll archive the data for 30 days before it's truly gone — that gives you a window to recover anything you didn't realize you needed.