What it does
An organization is the shared workspace where you and your team store business plans, pitch decks, contacts, and everything else in Nautis. Most people only need one. If you run several companies (or you advise other founders), you can create more and switch between them.
Who can use it
Anyone signed in to Nautis can create a new organization — there's no role gate on creation. You become the Owner of every organization you create.
Editing the Organization Settings card requires the Owner or Admin role on that organization.
The Danger Zone (deleting an organization) only shows for the Owner, and only when your account is configured to allow it. If you don't see it, organization deletion has been turned off for your account.
How to get here
Sign in to Nautis.
In the sidebar, click your organization name (or the organization switcher near the top).
The popover opens with a search box and a list of your organizations.
From there you can pick a different organization, or click Create Organization to start a new one.
Step-by-step: create a new organization
Open the organization switcher in the sidebar.
At the bottom of the list, click Create Organization. A side sheet (or dialog) opens titled "Create Organization".
Fill in the form:
Organization Name — what your workspace will be called everywhere in the app. Must be at least 3 characters. Example:
Acme Inc.What best describes your organization? — pick one of Freelancer, Agency, Startup, or Enterprise. This determines which plans and offers you'll see. Most founders should pick Startup.
Click Submit (or Create Organization if you opened it from the standalone page).
You'll see "Organization created successfully" and the app will jump you straight into the new workspace.
The audience type you pick on the create form cannot be changed later, so choose carefully. If you genuinely run a side-business as a freelancer, picking Freelancer will surface different plans than picking Startup.
Step-by-step: switch between organizations
Click the organization switcher in the sidebar.
Start typing in the search box, or scroll the list, to find the workspace you want.
Click the organization. The whole app reloads showing that organization's data — its members, plans, business plans, contacts, everything.
Each browser tab tracks the active organization independently, so you can open two organizations side-by-side in two tabs.
Step-by-step: open organization settings
Click the organization switcher and select the org you want to manage.
The organization page opens with a tab bar across the top: Organization Settings, Members, Roles & Permissions, Billing, Invoices & Payments, App Usage, AI Usage, Storage Usage, and (sometimes) Developers.
The Organization Settings tab is selected by default for Owners and Admins.
If you don't see Organization Settings, you don't have permission to edit it — ask the Owner or an Admin.
Step-by-step: edit your organization's general information
On the Organization Settings tab, the first card is General Information. Edit any of these fields:
Organization Display Name — how your org's name appears throughout the app. Required, minimum 3 characters.
Organization Legal Name — your registered business name (used on invoices and legal records). Optional.
Organization Type — pick one of: LLC, C-Corp, S-Corp, Private Limited, Public Limited, Partnership, Sole Proprietorship, Nonprofit, Other.
Country of Incorporation — searchable dropdown of countries.
Timezone — drives the default time on scheduled meetings, reminders, and reports.
Date Format — choose
MM/DD/YYYY,DD/MM/YYYY, orYYYY-MM-DD.Currency — searchable list of three-letter codes (USD, EUR, INR, etc.). This is the default currency for invoices and financial planner items.
After making changes, click Save Changes at the bottom of the card. You'll see "Organization updated successfully".
Nautis auto-detects your timezone, date format, and currency the first time you open the settings page, so most of the time you don't need to touch them.
Step-by-step: edit your billing information
The second card on the Organization Settings tab is Billing Information. It shows:
Billing Email — defaults to the Owner's email if you haven't set a separate one.
GST / VAT Number — for tax invoices. Optional.
Billing Address — full address used on invoices.
To change them, click Edit Details on the right of the card. A dialog opens with these fields:
Billing Email — where Stripe sends invoice emails.
GST / VAT Number — optional.
Address Line 1 — required.
Address Line 2 (Optional).
City — required.
State — required.
Postal Code — required.
Country — required, picked from the country dropdown.
Click Save Changes. You'll see "Billing information updated successfully" and the card refreshes with the new values.
Step-by-step: delete an organization (Owner only)
If your account allows it, scroll to the bottom of the Organization Settings tab. A red Danger Zone card appears with a single button.
Click Delete Organization.
A confirmation dialog appears titled "Are you absolutely sure?". Read it carefully — deletion is permanent.
Click Delete to confirm, or Cancel to back out.
After a successful delete you're sent back to the dashboard with a "Organization deleted successfully" toast.
Deleting an organization removes everything in it — members lose access immediately, and all business plans, contacts, files, and invoices linked to that workspace are gone.
Tips & limits
The audience type chosen at creation (Startup, Agency, etc.) is locked once set. If you picked the wrong one, you'll need to create a fresh organization and migrate.
You can be the Owner of multiple organizations and a Member of others — they all show up in the same switcher.
Switching organizations doesn't sign you out. Your account stays the same; only the workspace changes.
Your name, email, and avatar live on your account, not the organization, so they look the same in every workspace.
FAQ
Can I rename my organization later?
Yes. The Organization Display Name on the Organization Settings tab can be changed any time by an Owner or Admin. The legal name is separate and is what appears on invoices.
I don't see the Settings tab — why?
You're not an Owner or Admin in that organization, or your account has the settings tab turned off. Ask the Owner to either promote your role or contact support.
Can two organizations share members?
Yes — invite the same email address to both. The person will see both workspaces in their switcher.