Freelancers and partners.

Organizations

An organization is one business in Treetops. It has its own members, clients, projects, categories, rates, invoices and settings. Organizations do not see each other’s records.

An independent account can create organizations and be a member of several. A person who runs several small businesses manages each in its own organization. A freelancer joins the organizations of the clients they work for.

Linking organizations through a partnership is the most advanced step. Most organizations work on their own.

Personal workload and invoices

An independent account belongs to the person and can have memberships in several organizations. The personal Organizations dashboard shows recorded workload across projects and, where available, counts of issued and open bills. Personal timesheets hold the saved work history.

A personal invoice bills the organization for the freelancer’s own eligible work. Personal settings hold the billing identity, currency and invoice template. Host-granted permissions control billing and own-rate editing.

Organization partnerships and forwarding

An organization partnership lets a host share selected projects and categories with a guest organization. The host owns the resources. The guest assigns local workers and bills through a linked client. Accounts and records stay separate.

Partnership settings control local rates, billability and name visibility. Host task and ticket grants cap guest access, including access granted by local administrators.

Forwarding makes locally reviewed work available upstream. The host keeps its own acceptance and billing state. Automatic review and forwarding do not bypass it. Client billing can wait for forwarding and host acceptance; personal billing needs local acceptance.

Leaving a shared project or revoking a partnership ends access under the applicable history rules. The guide explains ending collaboration and inspecting retained history.

Practice transitions

A practice transition moves approved future freelance participation into an organization the person controls as an active superuser. Eligible independent freelancers can send requests to their hosts.

Each host approves projects and rates independently. The requested cutover date is the earliest approval date. Approval performs the change.

Approved participation uses a partnership. Historical work and bills keep their source memberships. The destination cannot own the shared resources or receive a second access path to them.