🏢Organization Settings

With the ability to create an organization and invite your team members, you can now streamline your workflow and improve efficiency across your entire team.

1. Creating an Organization on Paxton AI

To transition your Paxton AI account to an organization and unlock team collaboration features, follow these steps:

1. Log in to Paxton AI: Start by logging into your existing Paxton AI account.

2. Go to Manage Subscription: Click on your username at the top-right of the screen and select Manage Subscription from the dropdown menu.

3. Create an Organization: In the subscription management page, select the option to create an organization. This will transition your account and give you access to shared tools and resources for your team.

2. Inviting Colleagues to Your Organization

Once your account is set up as an organization, you can start inviting your team members to join:

1. Invite Team Members: Use the invitation feature to send out invites to your colleagues. They will receive an email with instructions to join your organization.

2. Collaborate Seamlessly: Once your colleagues join, you can begin working together on documents, cases, or projects within a shared workspace.

3. Shared Drive for Enhanced Collaboration

With your new organization account, you will have access to a shared drive that centralizes your team’s files and documents. Here’s how it helps:

• Centralized File Access: Everyone in your organization will have access to shared documents, allowing for easy collaboration on important files in real-time.

• Improved Collaboration: Team members can view, edit, and manage files together, ensuring everyone stays aligned on projects.

Benefits of Creating an Organization on Paxton AI

• Centralized Collaboration: Your entire team can access the same tools, data, and documents within one shared environment, eliminating the need for separate accounts or tools.

• Streamlined File Sharing: The shared drive allows your team to work on the same documents and cases, improving efficiency and reducing the risk of version control issues.

• Enhanced Workflow: With all team members on the same platform, managing workflows and tasks becomes more efficient, boosting overall productivity.