What is an Organization?
In Lexful, an Organization represents:
A managed client (most common)
A vendor or partner you document
An internal department
Any entity you need to track separately
Each organization has:
Unique name and URL slug
Organization type (Customer, Vendor, Internal, Other)
Organization status (Active, Inactive, or custom)
Its own assets (documents, passwords, configurations)
Assigned users with specific access permissions
Accessing the Organization List
To view all organizations:
Click organization dropdown (top-left, shows current context)
Select “All Organizations”
You’ll see the organization list table
Alternative navigation:
If you’re on the Ask Lex homepage, clicking “All Organizations” in dropdown automatically shows organization list
What you’ll see:
Organization name
Organization type
Organization status
Created date
Actions column (gear icon for settings)
Creating a New Organization
Add an Organization
To create a new organization:
Navigate to All Organizations view (see above) and click the "Organizations" button on left menu.
Click “Add Organization” button (top-right)
Fill in required fields:
Name: Client or vendor name
Slug: URL-friendly identifier (auto-generates from name)
Type: Select from dropdown (Customer, Vendor, Internal, Other)
Status: Select Active or Inactive
Click “Save”
What happens next:
Organization created immediately
Appears in organization dropdown
Available for asset creation
Users can be assigned access
Organization Name
Requirements:
3-100 characters
Can include spaces and special characters
Should match client’s official business name
Examples:
“Pacific LLC”
“Apex Collective Enterprises”
“Strategic Law Firm”
Best practices:
Use full legal name when possible
Be consistent with naming conventions
Avoid abbreviations that could confuse team
Organization Slug
The slug is the URL identifier for this organization.
Format:
Lowercase letters, numbers, hyphens only
Auto-generates from name (spaces become hyphens)
Can be edited before saving
Examples:
Name: “Pacific LLC” → Slug: “pacific-llc”
Name: “Apex Collective” → Slug: “apex-collective”
Name: “Strategic Law Firm” → Slug: “strategic-law-firm”
URL usage:
app.lexful.com/pacific-llc
app.lexful.com/apex-collective
app.lexful.com/strategic-law-firm
⚠️ Important: Once created, changing the slug logs out any users currently viewing that organization.
Organization Type
Available types:
Customer: Managed clients (most common)
Vendor: Partners, suppliers, service providers
Internal: Your own MSP departments or infrastructure
Other: Anything else
Usage:
Helps filter and organize clients
Used in reporting and analytics
Can filter organization list by type
Note: After IT Glue migration, custom types may import as “Other”. You can edit these to match Lexful’s standard types.
Organization Status
Available statuses:
Active: Current, actively managed organization
Inactive: Former client, archived, or suspended
Usage:
Filter active vs. inactive clients
Used in analytics and reporting
Best practices:
Mark as Active when client is under contract
Mark as Inactive when contract ends
Review quarterly to ensure accuracy
Editing Organizations
Access Organization Settings
Method 1: From organization homepage
Switch to specific organization (select from dropdown)
Click "Account"
Method 2: From organization list
Navigate to All Organizations
Find organization in table
Click the Organization name link
Opens organization settings directly
Edit Organization Details
To update organization:
Open organization settings (see above)
Click “Edit” button (if not already in edit mode)
Modify fields:
Name: Update client name
Slug: Change URL identifier
Type: Change organization category
Status: Toggle Active/Inactive
Click “Save Changes”
Changes take effect immediately for all users.
Changing Organization Slug
⚠️ Warning: Changing the slug has immediate effects:
What happens:
URL changes for this organization
Users currently viewing this org are logged out
Bookmarks to old URL break
Client portal URL updates (if enabled)
When to change slug:
Client rebrands or changes name
Original slug had typo
Merging with another organization
How to change safely:
Notify team of pending change
Document new URL
Make change during off-hours if possible
Update internal documentation and bookmarks
Inform external users (client portal) of new URL
Example:
Old: app.lexful.com/pacific
New: app.lexful.com/pacific-llc
All users at /pacific logged out Must navigate to /pacific-llc going forward
Updating Organization Status
Active → Inactive:
Common when:
Client contract ends
Client acquired by another organization
Temporarily suspending services
To mark inactive:
Edit organization
Status → Select “Inactive”
Save changes
Effect:
Organization stays in system
All data preserved
Can filter out of views
Inactive → Active:
Common when:
Reactivating former client
Contract renewed
Bringing organization back into management
To mark active:
Edit organization
Status → Select “Active”
Save changes
Working with Organization Context
Understanding Context
Context determines what data you see and where actions apply.
Two context modes:
1. Global Context (All Organizations):
View data across all clients
Search spans entire knowledge base
Asset tables show all organizations
2. Organization Context (Specific Client):
View data for one client only
Search limited to that client
Asset tables filtered to that organization
Switching Context
To change context:
Click organization dropdown (top-left)
Select organization from list:
“All Organizations” for global view
Specific organization name for client view
Page refreshes to new context
All data updates to reflect selection
Visual indicators of context:
Organization name in dropdown
Asset counts update
URL changes to include org slug
Breadcrumbs reflect context
How Context Affects Features
Ask Lex:
Global context: Searches all knowledge
Org context: Searches only that organization’s content
Asset Tables:
Global context: Shows assets from all orgs (with org name in column)
Org context: Shows only that org’s assets
Document Creation:
Created in current context
Auto-assigned to active organization
Navigation:
Breadcrumbs show context
URL reflects active organization
Organization List Table Features
Sorting Organizations
To sort the table: Click three dots in column header
Sortable columns:
Name (alphabetical)
Type (grouped by category)
Status (Active first or Inactive first)
Created date (oldest or newest first)
Filtering Organizations
To filter the table: Use the Search Organizations search field at the top of the list.
Managing Table Columns
Current capabilities:
Drag column headers to reorder
Click three dots in column header → "Choose Columns"
Columns persist after refresh
Best Practices
Organization Management
✅ Do:
Use consistent naming conventions
Keep organization types current
Review and update status quarterly
Use descriptive Quick Notes
Choose meaningful slugs
❌ Don’t:
Create duplicate organizations
Leave inactive orgs as “active”
Use confusing abbreviations in names
Change slugs frequently
Delete organizations (mark inactive instead)
Context Switching
✅ Do:
Check current context before creating assets
Use global context for cross-client searches
Use org context when working on specific client
Pay attention to URL changes
❌ Don’t:
Create assets in wrong organization by accident
Forget which context you’re in
Leave context on specific org when browsing all data
Troubleshooting
Can’t Create Organization
Problem: “Create Organization” button missing
Cause: You don’t have Admin permissions
Solution: Contact MSP Owner to request Admin role
Organization Doesn’t Appear in Dropdown
Problem: Created organization but can’t find it in dropdown
Possible causes:
Still on organization homepage (refresh to see in dropdown)
User doesn’t have permission to that org (check User Management)
Browser cache issue
Solutions:
Refresh page
Verify user has access to organization
Clear browser cache
Log out and back in
Can’t Edit Organization
Problem: Edit button missing or greyed out
Cause: You don’t have Admin or Support role
Solution: Request appropriate role from MSP Owner
Changed Slug, Now Can’t Access
Problem: Updated slug and now getting “Organization not found”
Cause: Using old URL
Solution:
Update URL to new slug: new-slug.us.lexful.app
Update bookmarks
Use organization dropdown to navigate instead of direct URL
Need Help?
Contact us using the “Support” tab in your Lexful UI. If you are unable to get into your Lexful tenant, email us at support@lexful.ai