Organizations
Read or manage the records shown by this feature.
Before you start
Use the account and workspace that own the records. This page does not include administrator configuration forms.
Open /portal/organizations on your application domain, or use the matching item in the application menu.
Steps
Add to workspace
- Open /portal/organizations on your own application domain.
- Complete these fields in that form: Project, Member, Access role. Their choices and limits are listed below.
- Select Add to workspace. The exact label can change between creating and editing a record.
- If validation fails, correct the named field and submit again. After success, reopen the same record and compare the saved values.
| Field shown in the form | What to enter | Example / note |
|---|---|---|
| Project | Required. Enter a whole number. | Use the value appropriate to your test account; no preset is supplied. |
| Member | Required. Enter a whole number. | Use the value appropriate to your test account; no preset is supplied. |
| Access role | Required. Choose Manager, Editor, Reviewer, Viewer. | Use the value appropriate to your test account; no preset is supplied. |
Fields shown in the interface
Only fields traced to this role’s handler and its own view are listed. The application can show separate create/edit forms; do not fill every row on one screen.
Form 1 — fields shown in the interface
| Field | What to enter or choose |
|---|---|
| Company name | Required. No more than 255 characters. |
| Website | Optional, unless this form asks for it. Enter a complete URL, including https:// where appropriate. No more than 255 characters. |
| Optional, unless this form asks for it. Use an email address you control for a test. No more than 255 characters. | |
| Phone | Optional, unless this form asks for it. No more than 60 characters. |
| First name | Optional, unless this form asks for it. No more than 120 characters. |
| Last name | Optional, unless this form asks for it. No more than 120 characters. |
| Project | Required. Enter a whole number. |
| Member | Required. Enter a whole number. |
| Access role | Required. Choose Manager, Editor, Reviewer, Viewer. |
Check the result
After a source-checked procedure, verify the same record in the same workspace. Check saved values, visible state and access with the intended test account. An external payment/message/provider action needs its own result check.
Problems and validation
| Problem | Next step |
|---|---|
| A field rejects the value | Check its named error, the form’s visible choices and the relevant limit. Do not substitute internal numeric codes for the displayed options. |
| The control is missing | Check role, plan, enabled app and current record state. Do not grant administrator access merely to complete a User task. |
| The saved result is unexpected | Reopen the same record and verify its owner/workspace before repeating the action. |
Messages defined for this screen
| Message | What to review |
|---|---|
| This email already belongs to another organization in this workspace. | Check the related field or action in this role’s form. |
| Add a client email before sending portal access. | Check the related field or action in this role’s form. |
Technical reference
Role-scoped source references
Pinned commit: 40d27448e4517301d3d8f5a27ca0c7531c51f136
Source-only route information
| Method | Source-default route |
|---|---|
| GET | /portal/client-invites/{token} |
| GET | /portal/organizations |
Unmapped fields — not user instructions
These fields belong to this role’s source handler, but their screen labels were not confirmed.
| Source key | Handler |
|---|---|
| industry | modules/AppOrganizations/Livewire/OrganizationIndex.php |
| timezone | modules/AppOrganizations/Livewire/OrganizationIndex.php |
| inviteOrganizationId | modules/AppOrganizations/Livewire/OrganizationIndex.php |
| inviteClientId | modules/AppOrganizations/Livewire/OrganizationIndex.php |
| inviteRole | modules/AppOrganizations/Livewire/OrganizationIndex.php |