Overview
Organizations let you share connections and monitoring with your team and your clients. Each person you add is a member with a role that controls what they can do. This page covers inviting, re-roling and removing members; for what each role can do, see Permissions.Team-member limits are plan-based: Free allows 1, Pro and Scale allow up to 5. See Subscription Plans.
Inviting a Member
1
Open the organization
Go to Organizations and select the one you want to add someone to.
2
Invite by email
Enter the person’s email address and pick a role.
3
They accept
The invitee receives an invitation and joins once they accept and sign in.
Roles
When inviting, choose the role that matches how the person will work in the organization:
See Permissions for the exact capabilities of each.
Changing a Member’s Role
Open the member in the organization’s member list and update their role. Changes apply immediately. Only owners and admins can change roles, and an owner is required to remain on every organization.Removing a Member
Removing a member revokes their access to that organization’s connections and data right away. It does not delete anything they created — connections and history remain with the organization.Members vs. API Keys
People are members; machines use API keys. An organization-scoped API key is the right way to give an integration access to exactly one organization without adding a human member. See Organizations in the API.Related
Permissions
What each role can do
Creating Organizations
Set up a new organization