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Organization

Create and manage your organization, members, and plan

Updated 2026-07-223 min read

Organization

An organization is your company's shared workspace in Cothon. Bid analyses, the company profile, bid intelligence, lessons learned, and every other collaborative feature are scoped to your organization — teammates in the same organization see the same data.

Organization management lives in Settings → Organization.

Creating an Organization

There are two ways to get an organization:

  • Company setup wizard with a claim code. If Cothon issued your company a claim code, the onboarding wizard bootstraps your organization from it — linking your verified government vendor record and pre-filling a profile inferred from your public award history. See Joining an Organization.
  • Create one manually. In Settings → Organization, click Create Organization, give it a name and optional description. You become its owner.

Tip

One organization per legal entity works best — analytics, the company profile, and bid history all assume the organization is one bidding company.

Members and Roles

Organizations have three roles — owner, admin, and member. Admins and the owner invite people by email with a role, manage pending invites, change roles, and remove members; the owner can transfer ownership. See Members and Roles.

Ways People Join

  • Email invites — sent by an admin, accepted from the invitee's Settings page.
  • Claim-code onboarding — the company wizard creates the organization and makes the first user its owner.
  • Domain matching — if your organization has verified a company domain (via a connected Google, Microsoft Teams, or Slack integration) and a user with a matching account opts in, they can be suggested the organization and file a join request for an admin to approve.

Details in Joining an Organization.

Plans, Trials, and Seats

Organizations can carry a plan of their own — commonly a 30-day trial activated by a claim code. While an organization plan is active, it applies to all members and overrides their individual subscriptions.

  • Seat limits: trial organizations have a seat cap. Members plus pending invites count against it; when seats are full, new invites are blocked until a seat is freed or more seats are added.
  • Expiry: when a trial ends without a contract, the organization drops to the free tier until a plan is activated.

An organization can be linked to a verified vendor record in public procurement data. The link connects your workspace to your company's actual award history, powering award-history inference, vendor performance views, and contract insights. Claim-code onboarding establishes this link automatically.

Note

Deleting an organization is owner-only and removes the shared workspace — export or record anything you need first.

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