Managing Organizations

Each organization in PDF CreateMate is tied to a single HubSpot portal. If you manage multiple HubSpot portals, you can create and switch between separate organizations.

Image description

The Managing Organizations screen shows:
- A list of organizations with their HubSpot portal names
- The currently active organization highlighted
- Organization details including portal ID and connected users
- Options to switch between organizations
- Create new organization button

What Is an Organization?

An organization is a workspace that contains:

• Its own HubSpot portal connection
• Its own templates and generated documents
• Its own team members and roles
• Its own credit balance and billing settings

Credits and settings are not shared between organizations.

Switching Organizations

If you belong to more than one organization, an organization switcher appears at the bottom of the left sidebar.

1. Click the organization name at the bottom of the sidebar
2. A dropdown opens showing all organizations you belong to
3. Click the organization you want to switch to
4. You are taken to that organization's templates page

The current organization is marked with a checkmark (✓). Each entry in the switcher also shows the remaining credit balance for that organization.

Creating a New Organization

You can create additional organizations to manage separate HubSpot portals.

1. Click the organization name at the bottom of the sidebar
2. In the dropdown, click Create Organization
3. Complete the setup flow to connect a new HubSpot portal

Organization Credits

Credits are scoped to each organization independently:

• Purchasing credits adds them to the currently active organization only
• Switching organizations switches to that organization's credit balance
• Auto-recharge settings and billing details are configured per organization

Best Practices

• Use separate organizations for each HubSpot portal you manage
• Check the organization switcher to confirm you are in the correct organization before generating documents or configuring templates
• Invite team members individually to each organization if they need access to multiple portals