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Set up your organization

Goal: Create an organization in Taia so your team can share projects, glossaries, translation memories, and billing.
Time: About 15 minutes.
You'll need: A Taia account and the email addresses of the people you want to invite.

Who this is for

This guide is for the person setting up the organization (the org manager). If you've been invited to join an existing organization, see Accept a team invitation below.


Step 1 — Create your organization

  1. Sign in at translate.taia.io.
  2. Go to your Profile page and click Manage Organization.
  3. If you don't have an organization yet, you'll land on the create-organization form. Enter your organization name and click Create.

You're now the organization manager with full access to manage teams, billing, and shared resources.

Create Organization form

note

Creating an organization transfers all your existing projects, files, subscriptions, glossaries, translation memories, and billing accounts to it.


Step 2 — Set up a team

Organizations contain one or more teams. Teams are the units that share a subscription, glossaries, and translation memories.

  1. On the Organization page, open the Teams tab.
  2. Click Create team and give it a name (for example, "Marketing" or "Product").
  3. Billing accounts are managed per-team from each team's settings, not at creation time.

Teams tab — team list with Create team button


Step 3 — Invite team members

  1. On the Organization's People tab, click Invite people.
  2. Enter one or more email addresses (separate with a comma, space, or new line).
  3. Select their role:
    • Team Member — can translate files and view shared resources
    • Limited Team Member — restricted access; can only work on tasks assigned to them
    • Team Manager — can create tasks, assign work to team members, and view all team projects
  4. Select which team to add them to (or leave as "No specific team").
  5. Click Send invites.

The invitee receives an email with a link to accept. They'll be added to your team automatically when they accept.

Invite people dialog — email addresses, role, and team selector


Step 4 — Set up shared resources (optional)

Once your team is set up, you can create shared resources that all team members can use:

  • Shared glossary — go to the Glossaries tab in your organization or create a glossary at /glossaries and it will be available to your team. See Create a glossary.
  • Translation Memory — create a TM at /translation_memories. See Create and attach a translation memory.
  • Style Guide — set up brand voice guidelines under the Guidelines tab (requires a Pro plan).

Step 5 — Subscribe to a plan

The free plan gives each team member 5,000 words per month. To scale up:

  1. On the Organization page, open the Billing tab. This lists your billing accounts — each with its own monthly quota, account balance, and invoices — not a plan-picker.
  2. Click Manage on a billing account to change its plan, or Create New Billing Account to add another.
  3. Complete checkout — the account's quota updates immediately.

See Upgrade your plan for the full walkthrough.

Organization Billing tab — billing accounts with quota, balance, and invoices


Accept a team invitation

If you've received an invitation email:

  1. Click the Accept Invitation link in the email.
  2. If you don't have a Taia account yet, you'll be prompted to create one.
  3. Once signed in, you'll be added to the organization automatically.
  4. Your sidebar will now show a team selector — click it to switch between your personal workspace and any teams you belong to.

Team selector at the bottom of the sidebar


What's next?