Organization Management

Manage your organization in Cothon. Set up teams, invite members, configure roles, and control organization-wide settings.

Organization Features

Teams

Organize members into functional teams

Learn more

Members

Invite and manage organization members

Learn more

Roles & Permissions

Control access with role-based permissions

Learn more

Getting Started

Creating an Organization

If you don't have an organization yet:

Joining an Organization

To join an existing organization:

1. Receive an invitation email
2. Click Accept Invitation
3. Sign in or create account
4. You're now part of the organization

Organization Overview

Dashboard

The organization dashboard shows:

Accessing Organization Settings

1. Click your profile picture
2. Select your organization
3. Click Organization Settings

Or use keyboard shortcut: Cmd/Ctrl + Shift + O

Organization Structure

Typical Setup

Organization
├── Teams
│   ├── Bid Team
│   ├── Technical Writers
│   └── Executives
├── Members
│   ├── Admins (full access)
│   ├── Managers (team management)
│   └── Members (standard access)
└── Shared Resources
    ├── Templates
    ├── Capability Library
    └── Analytics

Flat vs. Hierarchical

Quick Actions

Common Tasks

Bulk Operations

Manage multiple members at once:

1. Go to Settings > Members
2. Select multiple members (checkbox)
3. Choose bulk action:
   • Add to team
   • Change role
   • Remove from organization

Organization Billing

Subscription Management

View and manage your subscription:

1. Go to Settings > Billing
2. See current plan and usage
3. Upgrade or modify plan
4. Download invoices

Seat Management

Control member seats:

• View current seat usage
• Add seats as needed
• Remove unused seats
• View seat allocation by team

Organization Policies

Security Policies

Set organization-wide security requirements:

• Require 2FA for all members
• Password complexity rules
• Session timeout duration
• IP restrictions

Access Policies

Control what members can do:

• External sharing permissions
• Integration access
• Data export permissions
• API access

Content Policies

Manage content settings:

• Default sharing settings
• Required approvals
• Retention policies
• Template access

Activity Log

Viewing Activity

Track what happens in your organization:

1. Go to Settings > Organization > Activity Log
2. View chronological events
3. Filter by:
   • Member
   • Event type
   • Date range

Tracked Events

Exporting Logs

For compliance and auditing:

1. Click Export in activity log
2. Select date range
3. Choose format (CSV, JSON)
4. Download file

Data Management

Organization Data

Your organization's data includes:

• All analyses and proposals
• Opportunity pipeline
• Capability libraries
• Templates
• Settings and configurations

Data Location

Data stored in secure cloud infrastructure:

• SOC 2 Type II certified
• Encrypted at rest and in transit
• Regular backups
• Disaster recovery

Data Export

Export all organization data:

1. Go to Settings > Organization > Data
2. Click Export All Data
3. Receive download link via email

Support

Getting Help

Organization admins can:

• Contact priority support
• Schedule onboarding sessions
• Request custom training
• Report issues directly

Resources

• Documentation (you're here!)
• Video tutorials
• Webinars
• Community forum

Next Steps

• Teams - Set up teams
• Members - Manage members
• Roles - Configure permissions