How to set up your organization in Make.com

Managing an organization in make.com lets you centralize users, workspaces, and billing under one secure account. This guide explains how to create and manage your organization, invite members, configure roles, and control access across teams.

What an organization is in Make.com

In make.com, an organization is a top-level account that groups users, workspaces, and billing in one place. It is ideal for companies, agencies, and teams that need structured access control and centralized administration.

An organization helps you:

• Control who can access scenarios, connections, and data.
• Separate personal automations from company automations.
• Assign roles such as owner, admin, or member.
• Manage subscriptions and invoices in one account.

Create an organization in Make.com

You can create a new organization directly from your existing user account. Ensure you are using a work email and that you have permission to represent your company.

Steps to create a Make.com organization

1. Sign in to your make.com account.
2. Open the user menu and choose the option to create or manage organizations.
3. Select the option to create a new organization.
4. Enter your organization name and confirm your email domain if prompted.
5. Review and accept the terms and conditions.
6. Finish the setup wizard and access your new organization dashboard.

After creation, your personal account remains separate, and you can switch between your personal space and your organization space.

Switch between accounts in Make.com

When you belong to more than one organization, or you also use a personal account, you can switch contexts as needed.

How to switch organizations in Make.com

1. Click your avatar or profile icon.
2. Open the list of available organizations and accounts.
3. Select the organization you want to work in.

The selected organization determines which workspaces, scenarios, and billing settings you see.

Member roles and permissions in Make.com

Roles in make.com organizations define what each user can see and do. Assigning the correct role keeps your automations secure while allowing collaboration.

Common organization roles

• Owner – Has full control over the organization, including billing, member management, and security settings.
• Admin – Manages members, workspaces, and many settings but may have limited billing rights depending on configuration.
• Member – Works on scenarios and assets within assigned workspaces, with restricted administrative access.

Always assign the lowest level of privileges needed for a member to do their job.

Invite and manage members in your Make.com organization

Inviting members to your make.com organization lets you collaborate on scenarios while maintaining centralized access control.

Invite members to Make.com

1. Navigate to your organization settings.
2. Open the Members or Team section.
3. Click Invite or Add member.
4. Enter the user's email address.
5. Select the appropriate role and, if available, assign default workspaces.
6. Send the invitation and wait for the user to accept.

You can revoke invitations or resend them if necessary.

Manage existing members

• Change a member's role when responsibilities change.
• Disable or remove members who leave your organization.
• Review which workspaces and assets each member can access.

Workspaces in Make.com organizations

Workspaces in make.com help you organize scenarios and connections by team, client, or project. They sit under the organization and follow the organization's security structure.

Set up workspaces in Make.com

1. Open the organization where you want to add workspaces.
2. Go to the Workspaces section.
3. Create a new workspace and choose a descriptive name.
4. Add relevant members to the workspace and set their workspace-level permissions.
5. Move or create scenarios and connections inside the workspace.

Use separate workspaces to isolate departments, clients, or environments (such as testing and production).

Billing and subscriptions in Make.com organizations

An organization in make.com usually has its own billing profile and subscription plan. This ensures that usage, invoices, and payment methods are tied to the company, not an individual user.

Manage organization billing

• Access the Billing or Subscription section from the organization settings.
• Upgrade or downgrade your plan based on scenario volume and team size.
• Update payment details such as card information or billing address.
• Download invoices for your accounting team.

Only the owner or authorized admins should manage billing details.

Security and compliance in Make.com

Security settings in make.com organizations help you control access and protect data.

Key security practices

• Enable two-factor authentication for organization owners and admins.
• Review member lists regularly and remove unused accounts.
• Limit sensitive connections to trusted workspaces.
• Use role-based access control instead of sharing credentials.

Follow your internal IT and compliance policies when configuring access.

Best practices for managing a Make.com organization

To keep your make.com organization efficient and secure, implement clear internal rules and keep your structure clean.

• Use naming conventions for workspaces and scenarios.
• Separate client or department data into different workspaces.
• Assign dedicated owners for each workspace.
• Audit roles and permissions on a regular schedule.
• Document critical automations for continuity.

Further learning on Make.com organizations

For complete reference documentation on organizations and workspaces in make.com, visit the official help page: Make help center – organization guide.

If you need strategic automation design, audit, or consulting around make.com implementation, you can explore specialized services at Consultevo.

By following these steps and practices, you can set up a robust organization structure in make.com that supports collaboration, security, and scalable automation for your entire team.

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