Set up organisations and templates
AI translated from the German original
Map your organisation and provide individual templates.
Organisations
Section titled “Organisations”Organisations map the structure of the company and enable:
- templates for individual requirements (language, processes, content, security settings)
- clear assignment of workspaces to an area
- workspace creation restricted to specific user groups
- individual naming conventions
- filtering by organisation
Templates
Section titled “Templates”Templates reflect the use cases of an organisation. The most common examples are listed below.
| Template | Example | Type | Visibility | External guests |
|---|---|---|---|---|
| Organisational team | Marketing team | Team | Private | No |
| Internal project | New CRM rollout | Team | Private | No |
| Project with external partners | Website relaunch with agency | Team | Private | Yes |
| Working group | Sustainability working group | Team | Public | Yes |
| Template | Example | Type | Visibility | External guests |
|---|---|---|---|---|
| Client project public | Project with open exchange | Team | Public | Yes |
| Client project sensitive | Due diligence | Team | Private | No |
| Organisational unit | Finance team | Team | Private | Yes |
| Template | Example | Type | Visibility | External guests |
|---|---|---|---|---|
| Client | Example Ltd | Site | Private | No |
| Offer | Tender Example Ltd | Site | Private | Yes |
| Project | ERP rollout Example Ltd | Team | Private | Yes |
| Operation | Support Example Ltd | Site | Private | Yes |
Set availability
Section titled “Set availability”Define where a template is available for selection.
-
Open Groups → Templates → organisation → template → General.
-
Under Availability, select:
- App & API: in the Seamless App and via the Seamless API
- App: only in the Seamless App
- API: only via the Seamless API, e.g. for workspaces from a project portal
- hidden: not available anywhere, for deprecated templates still used by existing workspaces
-
Save the template.
Via the API, you address a template by its Identifier, e.g. prj. It consists of lowercase letters, numbers and dashes and starts with a letter. Enter the same templates with the same identifier in all organisations, see Identifiers instead of IDs.