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
Sign-up creates an organization for you automatically, named after you (for example, "Alice Smith's Workspace"). Enterprise customers sign up the same way, and Relm then connects the Enterprise plan to that organization. So most users never need to manually create an org.
If for some reason you land on a screen titled Create or join 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
Click your organization's name in the top bar (next to your avatar) to open the organization switcher. From there:
- Click Manage.
- On the General page, click Update profile and 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, open the Team Members page (/dash/settings/billing/members) to invite teammates. New members default to the Member role; promote them to Admin if they need to buy credits or manage 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 top bar. 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. Billing is tied to your Relm account rather than to each organization, so contact support if the second organization needs 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
An admin can delete an organization from the organization switcher next to your avatar: click the organization's name, choose Manage, then on the General tab click Delete organization and type its name to confirm. Deletion is immediate and can't be undone, so export anything you need first — see Delete your account.