Managing Your Organization

Settings related to your team members, channels, templates, integrations and even SOPs can all be accessed in the organization settings screens.

Written By Darrell Gardiner

Last updated 10 months ago

Organization Overview

  • Clipflow is designed for multi-organization management.

  • Users can be admins of multiple organizations and switch between them easily.

Organization Settings

Inside each organization, the following settings are available:

  • Team Members: Assign team members to your organization.

  • Categories and Pillars: Define categories and pillars for better organization.

  • Statuses: Manage the statuses of various tasks and projects.

  • Integrations: Connect with platforms like YouTube and set up webhooks for notifications.

Webhooks

  • Webhooks allow sending messages from Clipflow to other platforms.

  • Example: Create a Slack message when a new file is uploaded.

Billing Section

  • Manage your subscription and billing details within this section.

Channels Management

  • Create multiple channels for different platforms (e.g., YouTube, Instagram, TikTok).

  • Each channel can be managed separately within the organization settings.

Templates and Task Lists

  • Create project templates for consistent project management.

  • Manage multiple task lists to organize tasks effectively.

Standard Operating Procedures (SOPs)

  • Store SOPs or procedures for team members to follow.

  • Ensure consistency in processes by having documented procedures accessible in Clipflow.