Organizations, Accounts, and Hierarchies

Organizations

An Organization represents an individual business entity within the platform. Its primary purpose is to structure and organize Accounts and Users, facilitating efficient management and oversight. For an Organization to be active, a minimum of one Account must be associated with it, although it can accommodate an unlimited number of Accounts. Learn more about organizations.

Accounts

An Account typically represents a business division, DBA, or a separate business function of an Organization. Accounts may belong to one Organization but have their own billing, settings, products, and Hierarchy. Admins and Organization Managers can assign Account Managers to build, manage, and maintain all users, tiers, and settings within that Account. Learn more about accounts.

Hierarchy

Within each account, you'll find a hierarchy that defines the account's overall structure. This hierarchy is organized into multiple tiers, each with users assigned to them. The levels in the hierarchy align with the authority and organizational structure of your business unit. Learn more about hierarchies.