Getting started

Dynamic Tables separates your personal account from the organizations you join and manage.

1. Sign in or create an account through the app.
2. Open My Memberships to see your available organizations. An owner can invite you or add your existing account.
3. Open an organization to reach its Dashboard.
4. If you have Owner or Admin access, select the appropriate organization role and open Admin Panel.

A new membership may show Access pending until its UserTypes are assigned. An expired membership cannot access its organization; ask its owner to renew access.

Creating an organization

Open Settings → Account type and request an Organization Admin upgrade. A Platform Admin must approve it. Approval enables the Organization Admin workspace and organization creation, even before you own an organization.

Existing ownership lets you manage your current organizations. It does not automatically approve additional organization creation.

Finding your way around

Area	Purpose
Personal Dashboard	Account summary and workspace selection
My Memberships	Organizations you own or belong to
Organization Dashboard	Everyday organization workspace with authorized Views and personal View pins
Organization Admin Panel	People, records, definitions, permissions, queries, Views, Groups, Sheets and actions
Platform Admin	Shared system administration for explicitly authorized accounts

The account access bar appears on personal and Platform pages for accounts with multiple workspaces. It is hidden inside organizations. The organization role switcher controls the active role within that organization.