Organization
Use Organization settings to manage the business structure behind your Mathership workspace. An organization can contain one or more companies. Each company can represent a restaurant, location, branch, business unit, or operating company. Organization settings also control who can access which companies and what each member is allowed to do.Manage companies
Review and manage the companies that belong to your organization.
Invite members
Invite people to the organization or to specific companies.
Control access
Manage roles and permissions across the organization and per company.
What is an organization?
An organization is the top-level structure that groups your companies in Mathership. Use an organization when you manage:- More than one restaurant
- Several company locations
- A central office and multiple operating locations
- A restaurant group
- Separate companies with shared administration
- Teams that need different permissions for different companies
Organization vs. company
Example:
What you can manage
Depending on your access level, Organization settings can include:- Organization name
- Organization plan and subscription status
- Billing cycle
- Seats
- Companies
- Organization members
- Pending invitations
- Company-level access
- Per-company roles and permissions
Access Organization settings
To open Organization settings:1
Open Settings
Go to Settings.
2
Open Organization
Select Organization.
3
Review organization details
Check companies, members, invitations, plan information, and access settings.
Organization header
The top of the Organization page shows the current organization name. Depending on your access, you may also see:Switch organization
If you belong to more than one organization, use Switch organization to change the organization shown on the page. The switcher includes search, so you can quickly find an organization by name. When you switch organization, Mathership also switches to a company that belongs to the selected organization so the workspace stays consistent.Organization details
Below the header, Mathership shows organization details such as:Summary cards
The Organization page shows summary cards.Rename organization
Owners can rename the organization.1
Open Organization
Go to Settings → Organization.
2
Click Rename
Use the Rename button in the header.
3
Enter the new name
Type the new organization name.
4
Save
Click Save.
Companies
The Companies section lists the companies that belong to the organization. Each row shows:
Click a company row to open the access page for that company.
Add a company
Users with the required organization permissions can add a company.1
Open Organization
Go to Settings → Organization.
2
Click Add company
Use the Add company button in the Companies section.
3
Enter company details
Add the company information.
4
Save
Save the company so it becomes part of the organization.
The Add company button is only shown to users who are allowed to add companies, such as organization admins, owners, or users with billing/company-management permissions.
Edit a company
If you are an owner or admin for a company, the company row can show an Edit button. Use Edit to update company information. Changes apply to that company and may affect how it appears in company lists, reports, settings, and order workflows.Company roles
The organization page shows your role for each company. Common role indicators include:Members
The Members section is visible to users who can manage organization users. It shows all members who belong to the organization. Each row can show:Invite a member
Users with the required permission can invite new members.1
Open Organization
Go to Settings → Organization.
2
Click Invite member
Use the Invite member button in the Members section.
3
Enter the email address
Enter the email address of the person you want to invite.
4
Choose access
Select whether the person should get organization-wide access or access to specific companies.
5
Send invitation
Send the invitation.
Edit member access
Use Edit on a member row to change that person’s access. You can adjust:- Organization-wide access
- Company-specific access
- Role
- Permissions
Remove a member
Users with the required permission can remove members. You cannot remove:- The organization owner from the regular member table
- Yourself from certain access views
Pending invitations
The Pending invitations section shows invitations that have been sent but not yet accepted. Each invitation row can show:Revoke an invitation
If an invitation should no longer be used, click Revoke. Revoking an invitation prevents the recipient from using that invitation to join the organization or company.Company access page
Click a company row in the Companies section to open the company access page. The company access page shows who has access to that specific company. It includes:- Company ID
- City, if available
- Organization name
- Members with access
- Pending company invitations
- Invite to this company button, if you can manage access
Access sources
A member can have access to a company in different ways.
This helps you understand why someone can access a company.
Members with access
On the company access page, the Members with access table shows:Invite to a company
On a company access page, users with permission can invite someone directly to that company.1
Open Organization
Go to Settings → Organization.
2
Open a company
Click the company row.
3
Click Invite to this company
Use the button in the top right.
4
Enter invite details
Enter the email address and choose the access level.
5
Send invitation
Send the invitation.
Permissions and capabilities
Roles can include specific capabilities. Capabilities control what a member can do.The exact pages a member can access depend on their role, capabilities, company access, and organization access.
Organization-wide vs. per-company access
Mathership supports both broad and narrow access.How organization access affects the app
Organization and company access can affect whether a user can:- Switch between companies
- Place orders
- Create drafts
- Send orders
- View financial data
- Manage inventory
- Manage recipes
- Manage integrations
- View reports
- Manage members
- Add companies
- Change company-level settings
Common workflows
Review organization setup
- Open Settings → Organization
- Check organization name, plan, status, billing cycle, seats, and creation date
- Review companies
- Review members, if visible
- Review pending invitations, if visible
Add a company
- Open Settings → Organization
- Click Add company
- Enter company details
- Save the company
- Review the company in the Companies table
Invite a new organization member
- Open Settings → Organization
- Click Invite member
- Enter the email address
- Choose organization-wide or company-specific access
- Send the invitation
Give someone access to one company only
- Open Settings → Organization
- Click the company row
- Click Invite to this company
- Enter the email address
- Assign the correct role or permissions
- Send the invitation
Change a member’s access
- Open Settings → Organization
- Find the member in the Members table
- Click Edit
- Adjust organization-wide or company-specific access
- Save the changes
Remove access from a company
- Open Settings → Organization
- Click the company row
- Find the member in Members with access
- Click the remove action
- Confirm removal
Best practices
Use companies for real locations
Create separate companies for locations or business units that need their own orders, settings, inventory, and reports.
Keep roles simple
Give members only the access they need. Use organization-wide access only when someone works across all companies.
Use per-company access
Give branch managers or local staff access only to the companies they work with.
Review financial access carefully
Only assign financial access to users who should see prices, financial reports, and purchase values.
Remove old invitations
Revoke invitations that are no longer needed or were sent to the wrong email address.
Keep company names clear
Clear company names make switching, reporting, ordering, and access management easier.
Common problems
I do not see Organization settings
I do not see Organization settings
You may not belong to an organization yet, or you may not have access to organization settings.Ask an owner or admin to check your access.
I cannot see members or invitations
I cannot see members or invitations
Member and invitation management is only visible to users who can manage organization users.
I cannot add a company
I cannot add a company
Adding companies requires owner, admin, or billing/company-management access.
I cannot edit a company
I cannot edit a company
You usually need owner or admin access for that company.
I cannot remove a member
I cannot remove a member
Owners cannot be removed from the regular member table.You may also be prevented from removing yourself from some access views.
A user can access a company even though I did not add them directly
A user can access a company even though I did not add them directly
Check the Source column on the company access page.Their access may come from organization-wide access or ownership.
An invited user has not joined yet
An invited user has not joined yet
Check pending invitations.The invitation may still be pending, expired, or sent to the wrong email address.
Related pages
Account
Manage your personal profile, password, language, and account preferences.
Delivery Locations
Manage delivery addresses for each company.
Order History
Review orders for the selected company.
Inventory Overview
Understand inventory features available for each company.
Reports Overview
Use reports based on your company access and permissions.
AI Assistant
Ask questions in company or organization scope where available.