Understanding Organizations and Workspaces in PandaDoc

When you sign up for PandaDoc, you have the option to either create a new Organization or join an existing one.

An Organization is the highest-level entity in PandaDoc. It serves as the central structure for managing administrative settings such as billing, subscription, licenses, custom roles, and Single Sign-On (SSO). Within an organization, multiple workspaces can be created to organize documents and provide data isolation.

A Workspace contains documents, templates, contacts, and other related entities. Users can be members of a workspace with specific role which determines their permissions within the workspace. The same user can have different roles in different workspaces, allowing for flexible access control. User's effective permissions are determined by their license in the Organization and a role in the Workspace.

Most of the API operations interact with entities that belong to a specific workspace. For this reason, an API Key is always issued at the workspace level and does not have access to entities from other workspaces. The only exception is when the API Key belongs to an Organization Admin and is used for organization-level operations, like Create Workspace, Create User and other management endpoints.