Organizations

Organizations let you group related work inside your Agency. You can create as many as you need.

Use one Organization per client, department, or product line. Members of your Agency can belong to one or many Organizations, each with their own role and access level.

Creating an Organization

Open your Agency dashboard

From the main navigation, select your Agency at the top level.

Click New Organization

Give it a clear name (e.g. "Client Acme", "Product Team", "Marketing") and an optional description.

Assign members and roles

Add Agency members to this Organization with the appropriate access level.

Organization roles

Role	Permissions
Owner	Full access to all settings, teams, projects, and billing inside the Organization.
Admin	Can manage teams and projects. Cannot delete the Organization or change billing.
Member	Access to assigned projects and teams only. Can update tasks they are assigned to.
Viewer	Read-only access to projects they've been explicitly added to.

A person can have different roles in different Organizations. For example, an agency owner could be an Admin in one Organization and a Viewer in another.