Introducing Organizations in Docupilot – A Better Way to Work Together

Announcements
1

Hey everyone! :waving_hand:

We’re excited to share an important update that makes it easier to manage your teams and workspaces in Docupilot.

This update will start on Friday, August 22 at 11:30 PM PST and will be rolled out to all users by Sunday, August 24 at 2:00 AM PST

TL;DR

After this update:

  1. All your workspaces will be grouped into organizations.
  2. You’ll still have access to everything — with all data intact.
  3. You will be logged out. Re-login using either:

No downtime expected except with respect to core functionality. Some of your document generation API requests may be delayed or rejected (for a few seconds) when your workspaces are being migrated.

What’s New?

We’ve added a new Organization layer on top of your existing setup. Now:

  • Every user from your company signs up under one organization.
  • You can invite team members to your Org.
  • Create and manage multiple workspaces inside that Org.

Why This Change?

  • Cleaner workspace and team structure.
  • Easier management of users, workspaces, and billing.
  • Lays the foundation for features like SSO, Org-wide settings, custom branding and more.

What’s Changed?

For new users:

  • Before this update: Sign up → Create Workspace → Start using Docupilot
  • After this update: Sign up → Create Org → Create Workspace within that Org → Start using Docupilot

For existing users:

  • Multiple workspaces have been grouped into a single organization based on ownership.
  • All workspaces owned by the same user are now under one organization.
  • If you’re the owner of at least one workspace and have logged in recently, you may have been prompted to reserve a URL like [my-org].docupilot.app.
  • If you did not reserve your URL, one will be auto-assigned for your organization.
  • If you don’t remember your URL or did not reserve one:
    1. Go to the regular login page: Docupilot | Login to your account
    2. Enter your email, enter the OTP that will be sent to your email — you’ll see the organizations you have access to.
    3. Choose the organization you want and log in to and follow on-screen instructions to log in to that organization.

:warning: Important: All active sessions will be logged out after the update. You must re-login using either:

Example

Here’s a scenario of how this change affects ones access to Docupilot.

Say Ana :woman_tipping_hand:t2: is part of 3 workspaces:

  • Alpha (owned by Ana :woman_tipping_hand:t2:)
  • Xeta (owned by Ana :woman_tipping_hand:t2:)
  • Gamma (owned by Charlie :man_raising_hand:t2:)

After this update, 2 organizations will be created

  1. Charlie’s :man_raising_hand:t2: Organization

    • Owner: Charlie :man_raising_hand:t2:
    • Members: Ana :woman_tipping_hand:t2:, plus any other Gamma users
    • Workspaces: Gamma
    • login url: https://charlie-chaplin.docupilot.app (assuming that Charlie :man_raising_hand:t2: reserved charlie-chaplin as the subdomain)

  2. Ana’s :woman_tipping_hand:t2: Organization

    • Owner: Ana :woman_tipping_hand:t2:
    • Members: any Alpha/Xeta users
    • Workspaces: Alpha, Xeta
    • Login URL: https://123abc4d.docupilot.app (considering that Ana :woman_tipping_hand:t2: hasn’t reserved her subdomain, a sub-domain was auto-assigned)

Ana :woman_tipping_hand:t2: can:

  • Log in to each org separately:
    • https://charlie-chaplin.docupilot.app
    • https://123abc4d.docupilot.app
  • Or use the regular login page Docupilot | Login to your account to find both org login pages.