Organizations

What an organization is

An organization is one workspace. It owns:

• its connected review sources and their credentials;
• its reviews, replies and AI analysis;
• its AI Studio settings and Business Health Radar;
• its team and their roles;
• its subscription.

Nothing crosses between organizations. That matters most for agencies, where one account routinely holds the data of businesses that compete with each other. See Security and privacy.

How many you can have

| Plan | Organizations | |---|---| | Basic (free) | 1 | | Pro | Up to 5 | | Agencies | Unlimited |

Creating and switching

Your first organization is created in the setup wizard when you sign up. To add another, use the organization switcher at the top of the sidebar and choose Create organization. The switcher also moves you between the organizations you belong to, and the whole app follows: inbox, dashboard, reports and settings.

How to structure them

One business at one location needs one organization. Connect Google, Facebook and Tripadvisor to it as separate sources.

Several locations of the same business usually want one organization per location, so each has its own dashboard, its own radar and its own reply voice. Invite the people who work at that location to it.

An agency with clients should always use one organization per client. Each client's credentials, reviews and replies stay entirely separate, and you can give a junior account manager the Member role in one client without touching another.

Renaming and logo

Settings, then Organization, then General holds the organization's name and logo. The name is also what AI replies call the business by default, though you can override that independently in AI Studio.

Changing these requires the Admin or Owner role.

Leaving an organization

Any member can leave from the organization settings. An Owner cannot leave without first transferring ownership to another member, because an organization without an owner would have nobody who could manage its billing.