Organizations & Teams

Organizations Overview

An Organization connects team members so they can share trip intelligence, location knowledge, route history, and open commitments. This article explains what an Organization does and how to create or join one.

An Organization in MyBusinessTrip connects team members so their trip data contributes to shared intelligence. Members can see patterns, locations, routes, and commitments from across the team's trips.

Getting to Organizations

Click Organizations in the sidebar, or go to /organizations.

What an Organization shows

The Organization page displays intelligence built from all member trips:

  • Org Brief Stats — total trips, completed trips, active trips, members, locations, contacts, knowledge entries, and open commitments
  • Most Active Routes — the routes travelled most frequently across the team
  • Location Knowledge — places visited by team members, with known risks, parking notes, and lessons learned
  • Route Library — reusable routes with average distances, durations, and contributor information
  • Client Memory — contacts that appear across multiple team trips, with meeting counts and open commitments
  • Organizational Risk Patterns — recurring issues identified across team trips
  • Recent Lessons Learned — lessons captured from completed trips
  • Active Trips — trips currently in progress by team members
  • Open Commitments — action items open across all team trips
  • Expertise Discovery — team members with experience at specific locations
  • Members — all current members and their roles

Creating an Organization

  1. Go to Organizations and click + New Organization.
  2. Enter an Organization Name (required).
  3. A slug is generated automatically from the name (shown in preview below the name field).
  4. Click Create Organization.

You are redirected to the new organization's page. You are the owner.

Joining an Organization

To join an existing organization, you need its slug — a short identifier shown on the organization page.

  1. Go to Organizations.
  2. In the Join an Organization panel at the bottom of the page, enter the organization slug.
  3. Click Join.

If the slug is valid, you are added as a member and redirected to the organization page.

Organization slug

The slug is a unique identifier for the organization (for example, acme-consulting). It is shown on the organization page in the Members panel. Share the slug with team members so they can join.

Your role

Your role in the organization is shown as a badge on the organization card on the Organizations list page, and at the top of the organization detail page.

Shared data

The organization intelligence is built from trips created by members. Trips are associated with an organization when they are created with the organization selected, or when a playbook with Organization visibility is applied.

Notes on data and privacy

The organization page shows aggregated intelligence from member trips. Individual trip details (such as specific notes or documents) are not exposed directly — the intelligence is derived from patterns across trips.

POLICY / PRODUCT DEFINITION REQUIRED: The specific rules governing which trip data is visible to organization members, data retention when a member leaves, and administrator access controls are not fully defined in the current implementation. Contact support for questions about organizational data access.

Last reviewed: July 15, 2025