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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

LevelWhat it means
OrganizationThe parent structure that groups companies, members, invitations, subscription information, and access rules
CompanyA specific restaurant, location, business unit, or operating company inside the organization
Example:
OrganizationCompanies
Restaurant Group NorthHamburg Location, Berlin Location, Central Kitchen
Hotel OperationsMain Hotel, Restaurant, Event Catering
Catering BusinessMain Kitchen, Event Warehouse, Temporary Event Site

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
Some areas are only visible to owners, admins, or users with user-management 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.
If you do not belong to any organization yet, Mathership shows a message that no organization is available.

Organization header

The top of the Organization page shows the current organization name. Depending on your access, you may also see:
ItemMeaning
Owner badgeIndicates that you are the organization owner
Plan badgeShows the current subscription plan
Rename buttonLets owners rename the organization
Switch organizationLets you switch between organizations if you belong to more than one

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:
DetailMeaning
Org IDInternal organization ID
StatusCurrent subscription or organization status
Billing cycleBilling interval, if available
SeatsNumber of seats available or configured
CreatedDate the organization was created

Summary cards

The Organization page shows summary cards.
CardMeaning
CompaniesNumber of companies in the organization
MembersNumber of members in the organization, visible to users who can manage members
Pending invitationsNumber of pending invitations, visible to users who can manage members
PlanCurrent plan and status

Rename organization

Owners can rename the organization.
1

Open Organization

Go to SettingsOrganization.
2

Click Rename

Use the Rename button in the header.
3

Enter the new name

Type the new organization name.
4

Save

Click Save.
The organization name is used in the organization switcher and in organization settings.

Companies

The Companies section lists the companies that belong to the organization. Each row shows:
ColumnDescription
Business nameCompany name
CityCompany city, if available
Your roleYour role or access level for that company
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 SettingsOrganization.
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:
RoleMeaning
OwnerFull owner-level access
AdminAdministrative access
Member or custom roleAccess based on assigned role and permissions

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:
ColumnDescription
MemberName and email address
RoleOrganization-wide role, if assigned
Per-company extrasNumber of company-specific grants
ActionsEdit or remove member, where allowed

Invite a member

Users with the required permission can invite new members.
1

Open Organization

Go to SettingsOrganization.
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.
The invited person receives an email 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
Owners cannot be edited from the regular member table.

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
When a member is removed, they lose the relevant organization or company access.
Remove members carefully. Removing access can prevent someone from placing orders, managing inventory, viewing reports, or managing users.

Pending invitations

The Pending invitations section shows invitations that have been sent but not yet accepted. Each invitation row can show:
ColumnDescription
EmailInvited email address
RoleInvited role
ExpiresInvitation expiry date
ActionsRevoke invitation

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.
SourceMeaning
Org ownerThe organization owner has access through ownership
Org-wideAccess comes from an organization-wide role or permission
Per-companyAccess was granted specifically for that company
This helps you understand why someone can access a company.

Members with access

On the company access page, the Members with access table shows:
ColumnDescription
MemberName and email address
RoleRole for this company
SourceWhether access comes from owner, organization-wide, or per-company access
ActionsEdit or remove access, where allowed

Invite to a company

On a company access page, users with permission can invite someone directly to that company.
1

Open Organization

Go to SettingsOrganization.
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.
Company invitations appear under pending invitations for that company until they are accepted or revoked.

Permissions and capabilities

Roles can include specific capabilities. Capabilities control what a member can do.
CapabilityWhat it allows
Create draftsCreate order drafts
Send ordersSend orders to vendors
View financialsView prices, financial reports, and financial data
Manage inventoryManage inventory-related features
Manage recipesManage recipes and recipe-related features
Manage integrationsManage connected systems and integration settings
Manage usersInvite, edit, or remove members
Manage billingManage billing-related or company-management areas where available
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.
Access typeBest forExample
Organization-wide accessPeople who work across all companiesCentral admin, group manager, owner
Per-company accessPeople who should only access selected companiesRestaurant manager for one branch
Mixed accessPeople with general access plus extra rights for one companyRegional manager with extra financial access for one location

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

  1. Open SettingsOrganization
  2. Check organization name, plan, status, billing cycle, seats, and creation date
  3. Review companies
  4. Review members, if visible
  5. Review pending invitations, if visible

Add a company

  1. Open SettingsOrganization
  2. Click Add company
  3. Enter company details
  4. Save the company
  5. Review the company in the Companies table

Invite a new organization member

  1. Open SettingsOrganization
  2. Click Invite member
  3. Enter the email address
  4. Choose organization-wide or company-specific access
  5. Send the invitation

Give someone access to one company only

  1. Open SettingsOrganization
  2. Click the company row
  3. Click Invite to this company
  4. Enter the email address
  5. Assign the correct role or permissions
  6. Send the invitation

Change a member’s access

  1. Open SettingsOrganization
  2. Find the member in the Members table
  3. Click Edit
  4. Adjust organization-wide or company-specific access
  5. Save the changes

Remove access from a company

  1. Open SettingsOrganization
  2. Click the company row
  3. Find the member in Members with access
  4. Click the remove action
  5. 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

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.
Member and invitation management is only visible to users who can manage organization users.
Adding companies requires owner, admin, or billing/company-management access.
You usually need owner or admin access for that company.
Owners cannot be removed from the regular member table.You may also be prevented from removing yourself from some access views.
Check the Source column on the company access page.Their access may come from organization-wide access or ownership.
Check pending invitations.The invitation may still be pending, expired, or sent to the wrong email address.

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.
Last modified on June 7, 2026