Let’s set up Organization & Workspace with Sigmize

What is an Organization?

An organization in Sigmize acts as the parent account where your billing is managed. Whenever you purchase a Sigmize plan, it is mapped to an organization. Within an organization, you can:

• Create workspaces.
• Share the invitation link with the member so they can join the workspace.

You can manage your organization by navigating to the Organization setting page, as shown below-

What is a Workspace?

Workspaces allow you to organize your Sigmize account into dedicated, isolated environments for each client, project, or team. Think of it as creating multiple “mini-accounts” under one roof—each fully separate but still under your control.

Here’s what Workspaces offer:

• Isolation: Keep experiments and data siloed for each client or project—no more cross-client clutter.
• Centralized: Manage all workspaces effortlessly from a single dashboard.
• Collaboration: Invite team members or clients to specific workspaces, ensuring they only see what’s relevant to them.

Who’s It For?

Workspaces are perfect for:

• Growing Teams: Scale effortlessly by adding new workspaces as you onboard more clients.
• Agencies: Manage multiple client projects with ease by assigning each client their own workspace.
• Freelancers: Keep every project neatly organized—say goodbye to messy workflows.
• Businesses: Segment teams (marketing, sales, support) or safeguard sensitive data with dedicated workspaces.

How to create Organizations?

• To create an organization, click on “Organization” located in the upper left corner of your Sigmize dashboard, then select “Switch Organizations.

• A pop-up will appear, where you need to click on “Create Organization” to set up a new organization for your account.

• This will create a new organization for you as shown below-

You can then select the organization with which you want to continue working.

That’s it!

How to create a Workspace?

• To create a workspace, click on “Organization” located in the upper left corner of your dashboard.

• Then, click on “Add Workspace”

• Enter a name for the workspace and click “Create Workspace”.

• The workspace will be created, and you can click on it to access it-

That’s done

How to invite members to Workspace-

You can invite your team members to a Workspace by following the guide below-

• Go to your Sigmize dashboard and click on Members from the menu on the left side.-

• Click on Invite Members as shown below.

• A pop-up will appear — enter your member’s email address, assign the required permissions, and click Send Invite.

That’s it. The member will receive an invite, which they can accept on their end.

Please note– A member should already have an existing account with Sigmize or need to sign up to accept the invite.

Need Help?

If you have any questions or need help with the setup, don’t hesitate to contact our support team. We’re always happy to assist!