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Organizations

An organization is your team's workspace in Citemark. It contains all your projects, documents, and user accounts.

Organization Overview​

When you sign in, you'll see your organization's dashboard with:

  • Projects - All projects you have access to
  • Recent Activity - Latest updates across the organization
  • Team Members - Other users in your organization (if you have admin access)

Switching Organizations​

If you belong to multiple organizations:

  1. Click on the organization name in the top navigation
  2. Select the organization you want to switch to
  3. The page will refresh with that organization's content

Organization Settings (Administrators Only)​

Inviting Team Members​

  1. Navigate to Settings > Team Members
  2. Click Invite User
  3. Enter the person's email address
  4. Select their role:
    • Admin - Full access to all features and settings
    • Member - Can create projects and upload documents
    • Viewer - Read-only access to shared projects
  5. Click Send Invitation

Managing Roles​

  1. Go to Settings > Team Members
  2. Find the user you want to modify
  3. Click the role dropdown
  4. Select the new role
  5. Changes take effect immediately

Removing Users​

  1. Go to Settings > Team Members
  2. Find the user to remove
  3. Click the Remove button
  4. Confirm the removal
caution

Removing a user does not delete their created content. Projects and documents they created will remain accessible to other team members.

Domain Packs​

Domain Packs are specialized AI capabilities for specific industries or use cases:

  • Public Finance - Municipal bond analysis, continuing disclosure
  • Legal Analysis - Contract review, compliance checking
  • General - Standard document analysis capabilities

Contact your Citemark representative to enable additional Domain Packs for your organization.

Usage and Billing​

View your organization's usage statistics:

  1. Go to Settings > Usage
  2. See metrics for:
    • Documents processed
    • Storage used
    • AI queries made

Contact your administrator or Citemark support for billing inquiries.