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Understanding the foundation of mpath. This guide explains how accounts, organizations, people, and subscriptions connect to create your team’s workspace. Getting these relationships right unlocks all of mpath’s features.

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The Big Picture

mpath is built on three foundational concepts that work together:

Your Account

Your login credentials and personal access to mpath. This is you as a user of the platform.

Your Organization

Your company or team’s workspace. All data—people, tasks, initiatives—lives here, isolated and secure.

Your Subscription

The plan that determines features and limits. Subscriptions are organization-wide, not per-user.

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Understanding the Account → Person Relationship

One of the most important concepts in mpath is the distinction between your Account and your Person record. They serve different purposes:
Your account is your login identity—the credentials you use to access mpath:
  • One account per email: Each email address can only have one account
  • Authentication: Handles your password, SSO, and security settings
  • Organization membership: Connects you to one organization (or none yet)
  • User role: Determines your permissions (User, Admin, or Owner)
Your account is managed through your user settings and handles all authentication concerns.
Your Person record represents you as a member of your organization:
  • Organizational identity: Appears in org charts, gets assigned tasks, participates in meetings
  • Relationships: Has a manager, direct reports, and team assignments
  • Work context: Owns initiatives, tasks, feedback, and one-on-ones
  • Independent existence: Person records can exist even without a linked account (useful for tracking people who haven’t joined yet)
Person records are the foundation of organizational structure. Everything in mpath—from tasks to feedback—connects to people, not accounts.
When your account is linked to your Person record, you unlock personal features:
  • ✅ Create and manage one-on-ones with your manager or reports
  • ✅ See your own tasks, initiatives, and feedback
  • ✅ Access personal reports and synopses
  • ✅ Receive notifications relevant to your work
  • ✅ Use “My Tasks” and personal dashboard views
Without linking, you can still access organization data (based on your role), but personal features won’t know which Person is “you.”
If you can’t access features like “My Tasks” or your one-on-ones, your account might not be linked to your Person record. Check with an organization admin.
For detailed information about managing people in your organization, see the People guide.

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Organizations: Your Team’s Workspace

An organization is your company or team’s isolated workspace in mpath. Think of it as your team’s private instance where all your data lives.

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Key Characteristics

Data Isolation

You can only see data from your own organization. Complete privacy between different companies using mpath.

Shared Workspace

All members share the same data and subscription limits. Collaboration happens within org boundaries.

Unique Identity

Each organization has a unique name and URL slug (e.g., acme-corp) that identifies it across the platform.

Central Configuration

Organization-level settings control integrations, job roles, teams, and other shared configurations.

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Organization Roles

When you join an organization, you’re assigned one of three roles:
RoleCapabilities
UserStandard member. Can view and interact with organization data based on entity-specific permissions.
AdminCan manage organization settings, members, job roles, teams, and most data. Cannot manage billing.
OwnerEverything Admin can do, plus manages subscription and billing. Typically the organization creator.

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Creating vs. Joining

1

Creating a New Organization

If you’re starting fresh:
  1. Sign up for mpath with your email
  2. Choose a subscription plan during onboarding
  3. Enter your organization name and unique slug
  4. You become the Owner and billing user
  5. Start inviting team members
2

Joining an Existing Organization

If you’re joining a team:
  1. Receive an invitation email from an organization admin
  2. Click the invitation link
  3. Create your account (or sign in if you already have one)
  4. You’re automatically added to the organization
  5. Ask an admin to link your account to your Person record
When you join via invitation, you’ll automatically have the role assigned by the admin who invited you.

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Organization-Level Settings

Organizations have several configurable settings that affect everyone:

Job Roles & Levels

Define job levels (Junior, Senior, Staff), domains (Engineering, Product), and specific roles. Creates a consistent language for career growth.

Integrations

Connect third-party tools like GitHub and Jira. Organization-level setup enables individual account linking.

Teams

Create team structures with hierarchies. Teams can own initiatives and organize people into working groups.

Billing & Subscription

Manage your subscription plan, view usage, and update payment methods. Only accessible to the billing user.

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Managing Organization Settings

To access organization settings:
  1. Click your organization name in the sidebar or header
  2. Select Organization Settings
  3. Navigate to the relevant section:
    • General: Name, slug, and basic info
    • Members: Invite, remove, and manage member roles
    • Job Roles: Create and manage job levels, domains, and roles
    • Integrations: Connect GitHub, Jira, and other tools
    • Billing: View usage and manage subscription
Regularly review your organization settings to ensure job roles are current, integrations are working, and team structures reflect reality.

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Leaving an Organization

If you need to leave an organization:
  1. Go to Organization Settings
  2. Open the actions dropdown
  3. Click Leave Organization
  4. Confirm your decision
Restrictions on leaving:
  • You cannot leave if you are the only admin or owner
  • You must assign another admin before leaving
  • Leaving will remove your access to all organization data
  • Your account will be unlinked from your Person record
After leaving, you’ll be redirected to the dashboard. You can join another organization or create a new one.

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Deleting an Organization

Organization owners can delete their organization:
  1. Go to Organization Settings
  2. Open the actions dropdown
  3. Click Delete Organization
  4. Confirm the deletion (this action cannot be undone)
Deleting an organization is permanent and irreversible:
  • All data will be permanently deleted
  • All members will lose access
  • This includes people, teams, initiatives, tasks, meetings, feedback, and all other data
  • Only organization owners can delete organizations
Consider exporting important data before deleting an organization. Once deleted, there is no way to recover the information.

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Billing & Subscriptions

Subscriptions in mpath are organization-based, not per-user. This means your entire organization shares one plan and its limits.

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How Billing Works

Your subscription applies to everyone in the organization:
  • All members share the same feature limits
  • One subscription per organization (no individual upgrades)
  • Subscription changes apply immediately to everyone
  • Limits are based on entity counts (people, initiatives, teams, etc.)
This keeps billing simple—you don’t need to track individual seats or worry about per-user costs.
One person in each organization is the billing user:
  • Usually the organization creator/owner
  • Has access to billing settings and payment methods
  • Receives invoices and billing notifications
  • Can upgrade, downgrade, or cancel the subscription
  • Can transfer billing responsibility to another owner
Only the billing user can make changes to the subscription. If you need billing changes and you’re not the billing user, contact your organization’s owner.
Subscriptions control how many entities you can create:
  • People: How many person records you can have
  • Initiatives: How many strategic projects you can track
  • Teams: How many team groups you can create
  • Feedback Campaigns: How many 360 campaigns you can run
What happens at the limit?
  • ✅ You can still view all existing data
  • ❌ You cannot create new items of that type
  • 💡 You’ll see a message explaining the limit
  • ⬆️ Upgrade your plan to increase limits

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Subscription Plans

Solo Plan (Free)

Perfect for small teams getting started:
  • Up to 5 people
  • Up to 10 initiatives
  • Up to 2 teams
  • Up to 2 feedback campaigns
  • All core features included

Team Plan (Paid)

For growing teams and larger organizations:
  • Unlimited people
  • Unlimited initiatives
  • Unlimited teams
  • Unlimited feedback campaigns
  • Priority support

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Viewing Your Usage

To see your current usage and limits:
  1. Go to Organization Settings → Billing
  2. View the usage dashboard showing:
    • Current count vs. limit for each entity type
    • Subscription status and renewal date
    • Available upgrades (if applicable)

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Common Scenarios

1

I Just Signed Up—Now What?

Welcome! Here’s your path to getting started:
  1. ✅ Your account is created
  2. ✅ You chose a subscription plan
  3. ✅ You created your organization
  4. Next: Create your Person record and link it to your account
  5. Then: Invite team members and build your org structure
Don’t forget to link your account to your Person record! This unlocks personal features like “My Tasks” and one-on-ones.
2

I Was Invited to Join

You received an invitation email:
  1. Click the invitation link
  2. Create your account (or sign in if you have one)
  3. You’re now part of the organization
  4. Important: Ask an admin to link your account to your Person record
  5. Explore the People page to see your team
3

I Can't Access Personal Features

If “My Tasks” or one-on-ones aren’t working:
  1. Go to Settings → Account Linking
  2. Check if your account is linked to a Person record
  3. If not linked, find your Person record and select it
  4. Click “Link Account”
  5. If you don’t see your Person record, ask an admin to create it first
Personal features require your account to be linked to your Person record. Without this link, mpath doesn’t know which Person is “you.”
4

I Want to Upgrade Our Plan

To upgrade your subscription:
  1. Go to Organization Settings → Billing
  2. Review your current usage
  3. Click “Manage Subscription”
  4. Select the new plan
  5. Complete payment
  6. New limits apply immediately
Only the billing user (usually the organization owner) can manage subscriptions.
5

I'm Reaching Our Limits

If you’re hitting subscription limits:
  1. Check current usage in Organization Settings → Billing
  2. Identify what’s using the most capacity
  3. Consider if you can archive or remove unused items
  4. Upgrade to Team plan for unlimited capacity
  5. Remember: You can still view everything, just can’t create more
6

I Need to Leave the Organization

If you need to leave:
  1. Go to Organization Settings
  2. Open the actions dropdown
  3. Click Leave Organization
  4. Confirm your decision
You cannot leave if you are the only admin or owner. Assign another admin first.
After leaving, you’ll lose access to all organization data and can join or create a new organization.
7

I Want to Delete the Organization

If you’re an owner and need to delete the organization:
  1. Go to Organization Settings
  2. Open the actions dropdown
  3. Click Delete Organization
  4. Confirm the deletion
This permanently deletes all data and cannot be undone. Export important data first if needed.

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Understanding the Full Hierarchy

Here’s how everything connects in mpath: 
Organization
├── Subscription (shared by everyone)
│   └── Limits apply to entity counts
├── Members (user accounts with roles)
│   └── User | Admin | Owner
├── People (organizational identities)
│   ├── Linked to accounts (for personal features)
│   ├── Assigned to teams
│   ├── Have managers and reports
│   └── Own work: tasks, initiatives, meetings
├── Organization Settings
│   ├── Job Roles & Levels
│   ├── Integrations (GitHub, Jira)
│   └── Teams structure
└── Data (isolated per organization)
    ├── Initiatives & Objectives
    ├── Tasks
    ├── Meetings & One-on-Ones
    └── Feedback & Campaigns
Everything flows from your organization. When you query data, access controls ensure you only see what belongs to your organization and what you’re permitted to access.

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Key Takeaways

AccountPerson
Your login credentialsYour organizational identity
Handles authenticationAppears in org charts
Has a user role (User/Admin/Owner)Has a manager and reports
Can belong to one organizationOwns tasks, initiatives, meetings
Link them together to unlock personal features
  • 🔒 All data is isolated per organization
  • 👥 All members share the same workspace and limits
  • ⚙️ Organization-level settings affect everyone
  • 💳 One subscription covers the entire organization
  • 💰 Subscriptions are organization-wide, not per-user
  • 📊 Limits are based on entity counts
  • 👤 Only the billing user can manage subscriptions
  • 📈 You can view data even when at limits—you just can’t create more

People

Deep dive into managing people, the org chart, and person profiles.

Job Roles

Set up job levels, domains, and role definitions for your organization.

Teams

Organize people into teams with hierarchical structures.

Integrations

Connect GitHub, Jira, and other tools to surface work activity.

Quickstart Guide

Get up and running with mpath in 5 minutes.

Core Concepts

Understand all of mpath’s core concepts and how they work together.

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Need Help?

Look for the help icon (?) on any page in mpath for contextual guidance specific to what you’re working on.
  • Account issues: Check Settings → User Info
  • Organization questions: Check Organization Settings
  • Subscription help: Contact your organization’s billing user
  • Linking problems: Ask an organization admin for help