Organizations

Organizations let multi-company teams manage related companies from one workspace. If your account has organization access, use the workspace switcher in the sidebar to pick the organization you want to review.

Overview

The Organization page gives organization users a rollup across linked companies:

Area	What you can review
Companies	How many companies belong to the organization
Total Cases	Active case volume across linked companies
Staff	Company staff plus inherited organization staff
Billing	Month-to-date billing when your role can view it

Each company card shows case count, staff count, billing, calls, and SMS segments. Click a company name to switch into that company and open its company settings.

Access Control

Organization admins can manage organization-level and company-level roles from Access Control.

Organization roles

Role	Access
Organization Admin	Full access to organization settings, organization reporting, access control, and linked companies
Organization Viewer	Read-only organization-level access. Available pages depend on the permissions enabled for your account

Assigning access

1. Open the organization workspace.
2. Go to Access Control.
3. Click Assign Role.
4. Choose Existing Member or Invite New.
5. Set Company Assignment to Organization Level for an organization role, or choose a specific company for a company role.
6. Save or send the invitation.

Use the Organization and Company tabs to review who has organization-level access and who has company-specific access. You can search by name or email, filter by role, and filter company assignments.

Reporting

The Reporting tab shows aggregated organization activity across companies.

You can:

• review total cases, active campaigns, average recovery, and SMS segments
• choose a preset period or custom date range
• export a CSV with voice, SMS, self-healing, fees, taxes, and total cost sections

Billing

When billing access is available for your role, the organization view can show month-to-date billing summaries across companies. Company cards can also show billing totals, call counts, and SMS segments so teams can compare usage across the organization.

Organization Settings

Organization admins can open Settings from the Organization overview.

Settings include:

• Organization Name — update the display name for the organization.
• Onboarding URL — copy an organization-specific onboarding link for new companies or teams joining under the organization.

Permissions

If you cannot open an organization page or tab, your current role may not include organization access. Ask an organization admin to review your organization role or company assignment.