Organisations, people and seats
One person can hold a role at several organisations. A seat is what makes that possible.
Two records, one relationship
An organisation is one record and a person is another. What connects them is a seat: this person, in the role of finance director, at that organisation.
The structure exists for the case that keeps happening in real work: the same person moves to another company later, or advises two firms at once. A second seat is added and the person's history stays untouched.
The rules of a seat
- The combination (person, organisation, role) is unique — a duplicate seat is refused
- Editing a seat validates exactly as creating one does; it never duplicates or loses a seat
- A person holding a seat cannot be deleted
- One person may hold several seats at one organisation, as long as the roles differ
The directory includes your own colleagues
Anyone who takes a seat in the workspace — by invitation, by direct account creation, or as the founder — enters the contacts directory in that same moment and is tagged as a colleague.
If that address was already listed as a contact, the existing record is adopted rather than duplicated.
Read this next
- Contacts & engagementsIndividual clientsWhen your counterparty is a person rather than a company — and what "promote" actually does.
- Contacts & engagementsThe organisation pageSix tabs, honest counts, and the badge that says something is waiting for your decision.
- Workspace & teamColleagues in the contacts directoryWhy your own team are contacts too, and why they never appear twice.
Still stuck?
If the answer wasn't here, write to us. It is a real inbox and it gets answered.