Organizations
Personal and team organizations, switching between them, accepting invitations, and the Workspace screen.
An organization is a workspace inside a domain. Records, sessions, voice notes, agents, the feed and your notifications all belong to the organization you have selected. The app remembers your choice for each account and returns to it on the next launch.
Personal and team organizations
There are two kinds, and the app changes shape depending on which one you are in.
Personal
Created for you when you sign up in the app. One person, a free 30-day trial, and a slimmer app without the team feed, insights, reports, automations or API keys.
Team
Set up by your team in the web console. Members join by invitation, each with a role, and the plan is managed by an admin.
You can belong to both. The slimmer app follows the organization, so switching from your personal organization to a team one brings the team surfaces back.
Switching organization
The switcher sits at the top of the Organization group in the Menu. It opens a sheet listing the organizations you belong to with their logo, or their initials when there is no logo. If you belong to only one and have no invitations waiting, it shows that organization's name and does not open.
Picking a different one re-scopes the whole app at once: Home, the record lists, your history, the Configure tab and the notification inbox all follow. Your starred and recent records are kept per organization, so switching back returns you to the same shortcuts you left.
Invitations
Invitations to join another organization appear at the top of the same sheet, under Invitations with a count. Each row has Accept and a cross to decline. Accepting switches you into the new organization straight away. There is no separate invitations screen and no need to open an email.
A pending invitation also puts a red dot on the menu button in the top bar, so you can see there is something waiting without opening the menu.
Workspace
Menu → Workspace shows the selected organization. Owners and admins can rename it there. Below the name are the organization's links:
| Row | What it opens | Where it appears |
|---|---|---|
| Users & teams | The member list. Owners and admins also see pending invitations and a button to invite a member | Team organizations |
| Usage | Plan limits and what you have used, with a line about the plan | Both |
On a team organization the Usage screen says "Your organization's plan is managed by your admin." On a personal one it shows your trial status, described in Personal accounts.
Roles are per organization
Your role is set per organization, not per person, so you can be an owner in one and a user in another. What each role can do in the app is in Roles and access. The app hides the buttons your role cannot use rather than showing you an error after the fact.