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Organization Management Dashboard

Getting Started with Organizations and Teams

Taia's new Collaboration & Teams feature set allows professional users to collaborate on translation projects at scale. Whether you’re part of a small startup or a multilingual marketing team, you can now create organizations, set up teams, assign roles, and manage projects and subscriptions efficiently — all without per-seat pricing.

Who can use this?​

Only users on the Pro Plan (€39/month) can access organization and team features. These features include:

  • Unlimited team members
  • Shared subscription quota (100,000 words/month)
  • Shared access to 65+ file types and 189 languages
  • Shared translation memory, glossary, and API access
  • Built-in CAT (translation editor) with collaborative task workflows

Step 1: Creating an Organization​

Create Organization Name Select Country and Currency
  1. Navigate to your Profile Dashboard.
  2. Click Create Organization.
  3. Enter your Organization Name.
  4. Select your Country and Preferred Currency.

Once created, a default team and a default billing account are set up automatically.

Step 2: Managing Your Organization​

Organization Teams Management

After setup, you'll see the Manage Organization panel. As the Organization Manager, you can:

  • Create, edit, or remove teams
  • Invite new users
  • Assign roles
  • Manage billing accounts and subscriptions
  • Upload and enforce organization guidelines

Tabs available inside your organization screen:

  • Teams – group users around departments or projects
  • Users – list and manage user roles
  • Invites – track and send invitations
  • Projects – view all projects by any team
  • Billing – manage shared or team-specific billing accounts
  • Guidelines – define project compliance rules (e.g., style guides)

Step 3: Creating and Managing Teams​

Teams are the core unit of collaboration. From the Teams tab:

  • Click Create Team to define a new team.
  • Assign a billing account to each team.
  • Edit or remove teams at any time.

Team members can:

  • Create and manage projects
  • Use the CAT tool to edit translations
  • Submit jobs for professional review

Team managers (role-specific) can also:

  • Invite/remove team members
  • Assign tasks

Step 4: Inviting Users​

Send Invite

  1. Go to the Invites tab.

  2. Click Send Invite.

  3. Enter the user’s email.

  4. Select their role:

    • Organization Manager
    • Billing Manager
    • Team Manager
    • Team Member

  5. Assign them to a team.

📧 Invited users will receive an email. If they already have a Taia account, they’ll be prompted to accept and merge their resources into the organization. If not, they’ll be asked to create a new account.

Step 5: Assigning Roles & Permissions​

RoleScopePermissions
Organization ManagerGlobalFull access to all settings, projects, users, billing, and teams
Billing ManagerOrg-levelCan view/edit billing info and manage subscriptions
Team ManagerTeam-levelManage team members and invite new users to their team
Team MemberTeam-levelView/create/edit projects, use CAT tool

Users cannot belong to multiple organizations, but can be part of multiple teams within one organization.

Step 6: Managing Billing Accounts & Subscriptions​

Edit Billing Account Manage Billing

Billing is decoupled from users. It’s linked to billing accounts, which can be shared by one or many teams.

  • Go to the Billing tab
  • Create or edit Billing Accounts (organization name, tax ID, currency)
  • Assign billing accounts to teams as needed
  • Click Manage Subscription to be taken to the Stripe customer portal

Step 7: Creating Projects in a Team Context​

Create Team Project

When starting a project:

  1. Select the team to which the project will belong.
  2. Choose source/target languages, and upload your files.
  3. Accept the organization guidelines (if enabled).

📌 Note: Projects cannot be moved between teams after creation.

You can view all organization-wide projects from the Projects tab.

Step 8: Enabling Organization Guidelines​

Organization Guidelines Organization Guidelines Form

Organization Managers can enforce rules before allowing users to create projects:

  • Enable the Guidelines toggle
  • Add text instructions (e.g., "Do not upload files containing cute dinosaurs.")
  • Upload supporting documents (PDF, DOCX, etc.)

Users must confirm compliance before submitting a project.

Step 9: Switching Between Teams​

Sidebar Team Switcher

If you're part of multiple teams, use the dropdown in the left sidebar to:

  • Switch current team context
  • View projects for that team
  • Start new projects under the selected team

For any questions, contact support or browse more topics at help.taia.io

Last updated on by Taia Admin