Organization vs Workspace
Your organization is where you manage your team and client roster. A workspace is where you manage one client's books — including multiple entities under a single roof.
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Your organization is where you manage your team and client roster. A workspace is where you manage one client's books — including multiple entities under a single roof.
Your organization represents your firm in Kick — the company that owns the subscription and manages the team.
At the organization level, you:
Manage your team and their client access from Team in the sidebar
View and manage all clients from Clients in the sidebar
Control organization-level settings and billing (for Owners)
Everyone under your organization belongs to the same firm, even if they only work on some clients. Organization roles (Owner, Manager, Member) determine what someone can do at the firm level — like creating clients, inviting team members, or managing billing.
A workspace is the environment for one client. It contains the chart of accounts, transactions, rules, documents, and an unlimited number of entities — each entity representing a separate set of books. This makes it easy to manage clients with multiple businesses, holding companies, or related LLCs in one place.
Common setups:
One workspace per client
A free firm workspace for your firm's own books and to test workflows
Each workspace has its own members and roles. A team member's workspace role determines what they can do inside that workspace — independent of their organization role.
Your firm
One client (with one or more entities)
Team, clients, firm settings, firm billing
Entities, transactions, COA, workspace members, workspace billing
"Should this team member work on this this client's books?"
"What can this person do inside this client's workspace?"
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