Access and Permission

The signup user will be assigned as the owner of your organization. Every organization will have 1 owner. Only the owner of an organization will have access to billing and organization settings.

Accounts

An organization can have multiple accounts. You can think of accounts as a workspace. If you're managing your own business, 1 account should be enough. If you're an agency managing multiple clients, you may want to consider getting an enterprise plan for separate workspace.

Users

All users are assigned to the organization. To access an account, a user must be added to the account as a member with a designated role.

Member Roles

Owner: Have complete access to the account. Can delete account and add/remove members.
Admin: Have access to most configurations within an account. 
Read Only: Have read-only access. A recommended role for non-tech savvy users.
Organization owner will always be assigned as a member with  Owner role for every account.
Below is a sample setup
Organization: ABC Marketing
Owner: James Dunn
User: Sarah Bay
User: Yvonne Chan

Account: Shake Shack
Member: James Dunn (Owner Role)
Member: Sarah Bay (Admin Role)

Account: FatBurgers
Member: James Dunn (Owner Role)
Member: Yvonne Chan (Read Only Role)
	

In this example, Sarah Bay will have no access to FatBurgers and Yvonne Chan will have no access to Shake Shack.

User Group

If you are managing hundreds of users, user group might come in handy. User Group can be used to grant the same access to a similar group of users. For example, if you want all finance users to only have read access to all accounts, you can create a Finance group and add it as read-only member for all accounts. This way, you don't have to manage account access for every finance users.