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Organization Management

The organization is the top-level entity that contains all your workspaces, users, and billing settings. This guide covers organization configuration and administration.

note

Organization management is only available to Super Admins.

Accessing Organization Settings​

  1. Navigate to Settings
  2. Click Organization in the Administration section
  3. View organization dashboard

Organization Overview​

Organization Dashboard​

The dashboard provides a high-level view:

MetricDescription
Total WorkspacesNumber of active workspaces
Total UsersUsers across all workspaces
Active CampaignsCurrently running campaigns
Credit BalanceOrganization-wide credits

Quick Stats​

  • Campaigns created this month
  • Content published this week
  • Platform connections active
  • Storage usage

Organization Details​

Basic Information​

Configure your organization identity:

FieldDescription
Organization NameDisplay name for your organization
Organization SlugURL-friendly identifier
DescriptionBrief description of the organization
WebsiteOrganization website URL
LogoOrganization logo for branding

Editing Organization Info​

  1. Click Edit on the organization card
  2. Update the desired fields
  3. Click Save Changes
  4. Changes apply immediately

Upload a logo for branding:

  1. Click the logo placeholder
  2. Select an image file
  3. Crop if necessary
  4. Click Upload

Requirements:

  • Format: PNG, JPG, SVG
  • Maximum size: 2 MB
  • Recommended: 200x200 pixels

Workspace Management​

Viewing All Workspaces​

From the organization view:

  1. Click Workspaces tab
  2. See all workspaces in the organization
  3. View status and metrics for each

Workspace List​

ColumnDescription
NameWorkspace name
StatusActive, Suspended, Archived
UsersNumber of members
CampaignsTotal campaigns
CreatedCreation date

Creating a Workspace​

  1. Click Create Workspace
  2. Enter workspace details:
    • Name (required)
    • Slug (auto-generated or custom)
    • Description
  3. Configure initial settings
  4. Click Create

Workspace Actions​

For each workspace:

ActionDescription
ViewOpen workspace details
EditModify workspace settings
SuspendTemporarily disable
ArchiveSoft delete (recoverable)
DeletePermanent removal

Suspending a Workspace​

Temporarily disable a workspace:

  1. Find the workspace
  2. Click Actions → Suspend
  3. Enter reason (optional)
  4. Confirm suspension

Effects:

  • Users cannot access
  • Campaigns are paused
  • Data is preserved
  • Can be reactivated

Archiving a Workspace​

Move a workspace to archive:

  1. Click Actions → Archive
  2. Confirm the action
  3. Workspace moves to archived list

Archived workspaces:

  • Not visible to regular users
  • Data fully preserved
  • Can be restored
  • Does not count toward limits

Billing Management​

Organization Billing​

Manage billing at the organization level:

  • View current plan
  • Update payment methods
  • Access invoices
  • Monitor usage

Credit Distribution​

Credits are shared across the organization:

  1. View total credit balance
  2. See usage by workspace
  3. Monitor consumption trends
  4. Set up alerts

Usage Reports​

Generate usage reports:

  1. Go to Billing → Reports
  2. Select date range
  3. Choose report type:
    • Credit usage by workspace
    • Credit usage by user
    • Campaign costs
  4. Export as CSV or PDF

Security Settings​

Authentication Settings​

Configure how users authenticate:

SettingOptions
Password PolicyMinimum length, complexity
Session TimeoutAuto-logout duration
Two-Factor AuthRequired, Optional, Disabled

SSO Configuration​

If available on your plan:

  1. Go to Security → SSO
  2. Select provider (SAML, OAuth)
  3. Enter configuration details
  4. Test connection
  5. Enable for organization

Audit Logs​

View organization-wide activity:

  1. Go to Security → Audit Logs
  2. Filter by:
    • Date range
    • User
    • Action type
    • Workspace
  3. Export logs if needed

Logged events include:

  • User logins
  • Permission changes
  • Workspace modifications
  • Billing events
  • Security changes

API & Integrations​

API Access​

Manage API access for the organization:

  1. Go to Integrations → API
  2. View existing API keys
  3. Create new keys
  4. Set permissions and limits

Webhooks​

Configure organization-wide webhooks:

  1. Go to Integrations → Webhooks
  2. Add webhook endpoint
  3. Select events to receive
  4. Test the webhook
  5. Enable

Limits & Quotas​

Plan Limits​

View your organization's limits:

ResourceLimit
WorkspacesBased on plan
UsersBased on plan
Platform ConnectionsPer workspace
StorageTotal GB

Monitoring Usage​

Track usage against limits:

  1. Go to Usage tab
  2. View current consumption
  3. See trends over time
  4. Get alerts before hitting limits

Requesting Increases​

If you need higher limits:

  1. Contact sales or support
  2. Discuss requirements
  3. Upgrade plan if needed

Data Management​

Data Export​

Export organization data:

  1. Go to Data → Export
  2. Select what to export:
    • Users
    • Workspaces
    • Campaigns
    • Content
  3. Choose format (JSON, CSV)
  4. Download or receive via email

Data Retention​

Configure data retention policies:

Data TypeDefault Retention
Campaign dataIndefinite
Activity logs90 days
Deleted content30 days
Archived workspaces1 year

Data Deletion​

Request data deletion:

  1. Contact support
  2. Specify what to delete
  3. Confirm understanding of impact
  4. Deletion processed within 30 days

Troubleshooting​

Workspace Issues​

Can't create workspace:

  • Check workspace limit
  • Verify admin permissions
  • Contact support if at limit

Workspace not accessible:

  • Check if suspended
  • Verify user assignments
  • Review status in org settings

Billing Issues​

Credits not updating:

  • Wait a few minutes for processing
  • Check transaction history
  • Contact support if persists

Invoice questions:

  • Access invoices in billing section
  • Download PDF for records
  • Contact support for disputes

Access Issues​

Admin can't access org settings:

  • Verify Super Admin role
  • Check if account is active
  • Contact another Super Admin

Best Practices​

Organization Structure​

  1. Clear naming - Use descriptive workspace names
  2. Logical grouping - Organize by client, project, or team
  3. Consistent settings - Standardize across workspaces
  4. Regular cleanup - Archive unused workspaces

Security​

  1. Limit Super Admins - Only essential personnel
  2. Enable 2FA - For all admin accounts
  3. Review access regularly - Quarterly audits
  4. Monitor audit logs - Check for anomalies

Billing​

  1. Set up alerts - Before credit depletion
  2. Review usage - Monthly reviews
  3. Budget by workspace - Track costs
  4. Plan ahead - Anticipate needs