HomeAccount & BillingOrganizations in inlytics

Organizations in inlytics

What is an Organization?

An Organization enables your company to pay for multiple connected accounts. Example: you have 7 sales team members that use inlytics in a professional context. You invite them to your Organization and pay for them. Their personal billing plans will be paused as soon as they enter into your Organization. If you decide to delete the Organization, every team member will be back on their personal plan.

RememberOrganizations are NOT connected company profiles!

RememberOrganizations are NOT groups! Groups enable you to share and visualize team metrics in one dashboard. To create or join a group, you will need a business plan (everyone that want's to join a group also needs to be on the business plan). So when you create an Organization, everyone will automatically be able to join or create a group, since being in an Organization means you are on the business plan per default. 

Remember: If you want to add more than 10 people to your organization, please reach out to us (hi@inlytics.io) so we can apply volume discounts for your account. 

How is an Organization different from a personal account?

Let's make it simple: Organizations are there so you can pay for multiple users from just one account. This is helpful if you:

  • run your own team/ business and want to pay for all team members from one account
  • Are an agency/ coach and pay for your clients

A personal account can only pay for itself. Not for others. Also, if you create an Organization you don't have to worry about user permissions. Every member of an Organization is automatically assigned a business plan.

What plan do I get when creating an Organization?

Every team member that joins your organization, will be automatically assigned a business plan with all its benefits.

What happens when I create an Organization?

As soon as you create an Organization, you will be asked to deposit your business credit card or any other available payment option. That's because from now on this payment option will be charged. As soon as you have done that, your personal plan will be paused and you will be assigned a business plan your organization will pay for. Any further team member that joins the Organization by your invitation, will also be put on the business plan.

How to create an Organization?

Navigate to your inlytics settings. In the top navigation of the page you will see the "Organization" tab.

How to add a organization in inlytics - navigate to your settings
here you can add your Organization

Remember: When you are on the solo or free plan, there will be a lock saying: "You need to be on the business plan in order to create an Organization. With an added Organization you can pay for your team members and have only one billing administrator." Upgrade your account if you see that message.

When you open the settings page, you are able to create your Organization. You will be asked to deposit your business creadit card or any other available payment option.

Click "create Organization". Now you can invite people you want to pay for.

User levels

You can invite team members to your Organization. There are 3 user levels you can assign to people:

User

Permission:

  • NO permission to VIEW other people in the Organization.
  • NO permission to INVITE other people to join the Organization.
  • NO permission to DELETE other people in the Organization.
  • NO permission to MANAGE the Organization (delete).

Manager

Permission:

  • Permission to VIEW other people in the Organization.
  • Permission to INVITE other people to join the Organization (assign new users and managers).
  • Permission to DELETE other people in the Organization.
  • NO permission to MANAGE the Organization (delete).

Admin

Permission:

  • Permission to VIEW other people in the Organization.
  • Permission to INVITE other people to join the Organization (assign new users, managers AND admins).
  • Permission to DELETE other people in the Organization.
  • Permission to MANAGE the Organization (delete).

If you want to change the account owner, please reach out to us (hi@inlytics.io)

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