Organizations

Overview

Organizations is a new reference object in Shoreline that allows you to define and manage the external companies, contractors, vendors, or parties that are associated with your operations. Once created, organizations can be linked to work orders, work packages, defects, permits, and personnel records — giving you a structured way to track which external party is involved in any given piece of work.

What Is an Organization?

An organization represents an external entity — such as a contractor, client, supplier, or partner — that your team works with. By maintaining a central list of organizations, you ensure consistent naming and avoid duplicate or inconsistent entries across your records.

Each organization includes the following fields:

Field	Required	Description
Name	✅ Yes	The display name of the organization. Must be unique within your company.
Description	No	A short description of the organization and its role.
Email	No	A contact email address for the organization.
Phone number	No	A contact phone number for the organization.
External ID	Auto-generated	A system-generated unique identifier (prefixed, ULID-based) used for integrations and imports.

Prerequisites

Before you can create or manage organizations, make sure the following conditions are met:

✅ The Organizations feature is enabled for your account. This feature is controlled by the NEW_ORGANIZATION_TYPE feature flag. Contact your system administrator if you do not see the Organizations menu item.
✅ You have the correct permissions. The following permission levels apply:

Action	Required Permission
View organizations	`readCompanySettings`
Create an organization	`createCompanySettings`
Edit an organization	`updateCompanySettings`
Delete an organization	`deleteCompanySettings`

If you are missing a permission, contact your administrator to have it assigned to your role.

Where to Find Organizations

Click Settings in the main navigation.
In the Settings menu, select Organizations (icon: 🏢).

Note: The Organizations page is only visible when the feature flag is active for your account.

How to Create an Organization

Navigate to Settings > Organizations.
At the top of the page, fill in the Create New Organization form:
- Enter a Name (required).
- Optionally enter a Description.
- Optionally enter a contact Email address.
- Optionally enter a contact Phone number.
Click the Add button (or press Enter in any field) to save.

The new organization will appear immediately in the list below, sorted alphabetically by name.

Tip: The Add button is only enabled once you have entered a valid name. Name cannot be blank or whitespace-only.

How to Edit an Organization

Organizations support inline editing directly in the list.

Navigate to Settings > Organizations.
Double-click the row you want to edit. The row switches to edit mode, showing input fields.
Update the Name, Description, Email, or Phone number as needed.
Click the ✅ Save button on the right side of the row to confirm your changes.
To discard your changes, click the ❌ Cancel button.

Note: You can only edit one row at a time. Unsaved changes are discarded if you cancel.

How to Delete an Organization

Navigate to Settings > Organizations.
Locate the organization you want to remove.
Click the 🗑️ Delete button on the row.
A confirmation dialog will appear. Confirm the deletion.

⚠️ Deletion Restrictions

An organization cannot be deleted if it is currently linked to any of the following records:

Work orders
Work packages
Defects
Permits to work
Personnel records

If you attempt to delete an organization that is in use, you will see an error message listing the record types it is associated with. You must remove the organization from those records first before it can be deleted.

Linking Organizations to Other Records

Once you have created organizations, they can be associated with records across the platform:

Record type	How organizations are used
Work orders	Assign one or more organizations to a work order to indicate responsible or involved parties.
Work packages	Link organizations to a work package for contractor or vendor tracking.
Defects	Associate one or more organizations with a defect report.
Permits to work	Specify which organizations are covered by or responsible for a permit.
Personnel	Link an employee's record to an organization.

Refer to the documentation for each record type for instructions on how to assign organizations within those forms.

Frequently Asked Questions

Can two organizations have the same name?
Names are not guaranteed to be unique by the system, but it is strongly recommended to use distinct names to avoid confusion. The system enforces uniqueness on the combination of your company and the auto-generated External ID.

Can I edit the External ID?
No. The External ID is auto-generated by the system and cannot be edited manually. It is used for integrations and data imports.

Why can't I see the Organizations page?
The Organizations feature is controlled by a feature flag. If the menu item is not visible, the feature may not yet be enabled for your account. Contact your Shoreline administrator.

What happens if I try to delete an organization that is in use?
The system will block the deletion and display an error message that lists the record types the organization is currently linked to. Remove the organization from those records first, then retry the deletion.