Organization

Use Organization for workspace-level setup.

The current page combines:

• organization naming
• team member management
• document export templates

Open Organization Settings

Step by step

Open the shared workspace settings

Organization is where you manage the shared workspace, not one product.

Left sidebarOrganization

Steps

1. In the left sidebar, click Organization.
2. Confirm that you are in the correct organization from the top bar.
3. Use the top section for the organization name.
4. Use My team for people and roles.
5. Use Document Export Templates for export layout setup.

Example

If a new client workspace needs its own team and its own export template, do that in Organization before authors start publishing procedures.

Screenshot

Organization page overview

The Organization page brings together the organization name, My team, and Document Export Templates.

Change The Organization Name

Step by step

Rename the organization

The organization name is reused in the top bar, the organization switcher, and invitation emails.

OrganizationOrganization name

Steps

1. Open Organization.
2. In the organization name section, click Edit.
3. Enter the new name.
4. Click Save.

Example

Change ACME Pilot Workspace to ACME Manufacturing before inviting external users so the workspace name matches the real deployment.

Screenshot

Organization name section

The organization name field and Edit action appear at the top of the page.

Manage Team Members

The current team roles are:

• Editor
• Viewer

Use Editor for users who need products, procedures, and publishing. Use Viewer for users who only need published experiences.

Step by step

Add or update a team member

Use the team table to add, edit, deactivate, or delete members.

OrganizationMy team

Steps

1. Open Organization.
2. In My team, click Add member.
3. Enter the member's name, family name, email, and role.
4. Save the member.
5. To change a member later, use the row action to edit, deactivate, or delete that member.

Example

Add a service technician as Viewer if they only need private published procedures. Add a procedure author as Editor if they also need Products and Publish Settings.

Screenshot

My team section

My team includes Add member, role assignment, and row actions such as Edit, Deactivate, and Delete.

Set Up Export Templates

Step by step

Manage document export templates

Templates are reused in PDF and Word export workflows.

OrganizationDocument Export Templates

Steps

1. Open Organization.
2. Go to Document Export Templates.
3. Create a new template or edit an existing one.
4. Set the default template if one layout should be used most often.
5. Save the template setup before exporting manuals elsewhere in StepWorks.

Example

Create one template for customer-facing manuals and another for internal maintenance exports, then set the customer template as default if it will be used most often.

Screenshot

Document Export Templates section

Document Export Templates includes the template area and the add-template action.