Within our platform, we operate on a multi-organization framework, catering to a diverse range of clients. To help you smoothly navigate this landscape, let's explore the terminology we use to define various elements and how they come together to facilitate collaboration and efficiency.
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An Organization is the overarching structure housing workspaces, subscriptions, and ad accounts, representing a broader entity while Workspaces are a collaborative space where you can work on shared projects, data, and creative tasks for specific brands within your organization.

Workspace Page

To streamline your experience, we've introduced a dedicated "Workspaces" section. This serves as your gateway to view and access the brands you're associated with across your organizations.

To access Organizational settings, you can navigate to your profile in the top right hand corner and click on “Organizational Settings”.

You can also access this by clicking on the “Workspace” icon on the homepage and use the left hand navigation tool to get to either Workspaces or People.

To modify the role of an individual within a workspace, navigate to the "Organization" page, select the specific workspace, click the three dots adjacent to their name, and then opt for "Change Role".

Note: Only Admins or Managers can change a role or remove a member of a workspace. Members cannot be removed from an Organization.

Within this framework, we've defined two distinct roles, each with their own set of permissions: Organizational Admin Users and Organizational Standard Users.
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Organizational Admin Users: These are the orchestrators who oversee operations across the entire client organization. They possess a comprehensive view of all workspaces within their respective organization. Additionally, they automatically hold the "workspace admin" role for each workspace. This elevated status empowers them to manage and supervise all workspaces within their client organization, ensuring efficient collaboration.

Organizational Standard Users: This group encompasses users focused on specific workspaces within their client organization. They can view and access only the workspaces they're directly involved in. Depending on the workspace, they may also assume the role of a workspace admin, taking charge of tasks and overseeing activities within that workspace.

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To modify the role of an individual within the Organization, navigate to the "Organization" page and select the "People" tab. You'll find a roster of all organization participants, along with their roles and associated workspaces. Click on their current role to open a menu and modify your selection.
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Note: Utilize the search tool positioned at the upper-left corner of the page to locate a particular user.

Note: You can now download a csv of the information on these pages by clicking on the 'Download CSV” link.