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Upscale

An organization is your business workspace in Upscale. It holds your products, members, roles, locations, currencies and settings, and every Upscale product reads from it. You can belong to more than one organization and switch between them freely.

Viewing your organizations

Open Organizations from the sidebar to see every organization you belong to as a set of cards. Each card shows:

  • The organization name and logo.
  • A Current badge on the organization you're managing right now.
  • Whether you're the Owner, and the member count.
  • Chips for the products you can access in that organization (ERP, Billing, Hub).
  • A Default marker (the star) on your default organization.

Creating an organization

You can create a new organization at any time:

  1. On the Organizations page, choose Create organization (you can also start this from the organization switcher in the top bar).
  2. Name your organization and confirm the suggested URL slug (lowercase letters, numbers and hyphens).
  3. Select the products you want to activate (ERP, Billing, or both), then choose Create workspace.

The Hub creates the organization, switches you into it, and takes you to the dashboard. The person who creates an organization becomes its owner.

Switching organizations

To move between organizations you belong to:

  • Use the organization switcher in the top bar from anywhere, or
  • On the Organizations page, choose Switch on the card you want, or open its menu and choose Switch to this organization.

When you switch, the Hub loads that organization's context and returns you to the dashboard. Switching also re-scopes the other Upscale products you have open.

Note

Only organizations where your membership is approved appear in this list. A pending invitation won't show here until you've accepted it (see Members & invitations).

Setting a default organization

Your default organization is the one Upscale opens first when you sign in. To set it:

  • On the Organizations page, click the star on an organization's card, or open the card menu and choose Set as default.

The default is marked with a filled star. You can change it whenever you like.

Editing the organization profile

Your organization profile is how your business appears across every Upscale product and on customer documents. To edit it:

  1. Make sure the organization is selected, then go to Settings → Organization (you can also open it from a card's menu via Organization settings).
  2. Update the Organization identity fields: name, business location, industry, portal name, company size, sender email, company ID and tax ID, and description.
  3. Adjust Regional & formats: time zone, language, fiscal year, first day of the week, and date/number formats.
  4. Update your Company address, which appears on invoices, estimates and other documents.
  5. Choose Update Organization to save.

In Settings → Organization, use the logo panel on the right:

  1. Choose Add Logo (or Update Logo if one already exists) and upload your image.
  2. To clear it, click the small remove control on the logo preview and confirm.

Your logo appears across the products and on outbound documents.

Transferring ownership

Each organization has one owner with full control. To hand ownership to another member:

  1. Go to Settings → Danger Zone (visible to the owner).
  2. Choose Transfer ownership and select the member to receive it.

Transferring ownership is permanent and can't be undone by you afterward, so confirm the new owner carefully.

Warning

Self-serve deletion of an organization isn't available from the Hub. Organizations you've left or that are removed simply stop appearing in your list. If you need an organization fully removed, contact Upscale support.