Creating Your Organization

After your account is approved and you sign in for the first time, you will be guided through creating your organization. Your organization is the central workspace where all your projects, reports, and team members live.

What is an organization

An organization in TrussNote represents your firm or company. All AI-generated reports, saved projects, and team members belong to your organization. Credits are shared across everyone in your organization.

Setting up your organization

When you first sign in after approval, you will see the organization setup screen. You will be asked to:

1. Enter your organization name (your firm or company name)
2. Select your primary discipline (architecture, structural engineering, general contracting, etc.)
3. Set your primary service region

These details help TrussNote tailor certain outputs to your practice. You can update them at any time from the Settings page.

Inviting team members

Once your organization is created, you can invite colleagues immediately from the Settings page under the Team tab. See the Inviting Team Members guide for step-by-step instructions.

Organization settings

You can manage your organization from Settings in the sidebar. From there you can:

• Update your organization name and details
• Manage team members and their roles
• View your current plan and credit usage
• Download your data (GDPR export)
• Set up or review your security policy

Multiple organizations

Each user account belongs to one organization at a time. If you work across multiple firms, each firm should create its own organization with its own account approval. Shared access across organizations is not currently supported but is on the roadmap.

Deleting an organization

Organization deletion is handled by our support team to prevent accidental data loss. Contact support@trussnote.com if you need to close your organization and export your data first.