Organizations
The organization is the top-level account boundary. Users, billing, projects, and environments all belong to an organization, and almost everything you do in the app happens in the context of one.
What an organization owns
An organization groups together the people who work on your rules and the resources they share. A single account can belong to several organizations — for example, a personal sandbox and a company workspace — and each one keeps its own data completely separate. Every organization owns:
- Members — the users who can sign in to the organization, each with a role.
- A plan and billing state — the subscription tier, credit balance, and payment method. See Plans & Tiers and Credits & Billing.
- Projects — the rule sets and authoring work your team builds.
- Environments — the targets where rules execute. See Environments.
Membership and roles
Members are identified by email address and carry a role that determines what they can do. There are three roles:
| Role | Typical capabilities |
|---|---|
| Owner | Created the organization. Full control, including members, plan, billing, and credits. |
| Admin | Administrative access: manage members, plan and subscription, credit purchases, payment methods, and environments. |
| Member | Works within the organization’s projects and environments without billing or administrative rights. |
Billing-sensitive actions — buying credits, saving a payment method, and changing auto-recharge — are restricted to administrators (Owner and Admin). Members can build and run rules but cannot change what the organization is charged.
Switching organizations
After you sign in, you choose which organization to work in. If you belong to exactly one, the app selects it automatically; otherwise you pick from a list. Selecting an organization scopes your session to it and applies the role you hold there — see Authentication for how signing in works. You can switch organizations at any time, create a new one, or edit an organization you administer.
Your active organization scopes everything you see: projects, environments, usage, and billing. Switching organizations changes that context entirely — you are never looking at two organizations’ data at once.
The organization dashboard
The organization dashboard is the home view for the active organization. From here administrators reach the things the organization owns: its members, its current plan and usage against the monthly run limit, its credit balance and billing settings, and its environments. It is the starting point for upgrading a plan, topping up credits, or provisioning a new environment.