Organizations & TeamsOverview

Organizations & Teams

Realastat supports multi-user organizations: shared workspaces where a team can collaborate on deals, documents, contacts, and pipeline in one place.

In this section:

What orgs enable

FeaturePersonal workspaceOrg workspace
Analyze deals✅ (shared pool)
Deal pipelinePersonal onlyShared across team
DocumentsPersonal onlyShared across team
ContactsPersonal onlyShared across team
Buy BoxPersonalOrg-wide
MCP accessPersonal dataOrg data

Roles

Every org member has one of three roles:

RoleWhat they can do
OwnerFull access: invite members, manage billing, delete the org
AdminInvite members, manage deals/docs/contacts/pipeline
MemberAccess shared workspace; no invite or billing permissions

Only one owner per org. The owner is always the person who created the org and holds the Team subscription.

Workspaces

Every user has a personal workspace and can also be a member of one or more org workspaces. These are completely separate:

  • Data you create in personal mode stays in your personal workspace
  • Data you create in org mode belongs to the org and is visible to all members
  • Switching between workspaces is done via the workspace picker at the bottom of the sidebar

You can be a member of multiple orgs and switch between them freely.