Managing Your Organization
An Organization is the top-most entity in Builder and Builder creates your first Organization automatically the first time you sign in.
An Organization contains users and Spaces. This document covers:
Viewing and editing account details
To view or edit account details for an Organization, go to the Organization's Account Settings. With Admin permissions, you can:
- Edit the name of an Organization
- Edit and view billing information
- Access private key information
- View invoices
- Manage users
The following image is a screenshot of the Organization-level Account Settings, which features the Organization tab with account information and users, as well as the My Profile tab, which includes information about the name of the Organization and user account info. This document discusses each section in detail.
Managing Spaces
Organizations contain Spaces. This means that you can access high-level data about a Space or create new a Space from within your Organization.
Adding Spaces
To view all the spaces in an Organization, along with the number of users, bandwidth, and page views for those Spaces:
- Go to the Organization's Spaces tab.
- To optionally filter data on the available spaces, click the three dots at the upper right and select a month and year.
- To create a new Space within this Organization, click the + New Space button. Each space will have separate content, separate models, and separate Public API Keys.
You can also create a new Space by going to your Organization using the fly-out menu. Under your Organization, click + New Space.
Archiving Spaces
Tip: Archiving a Space cannot be undone.
To remove a Space from an Organization, you must archive that Space:
- Go to the Space's Account Settings.
- On the upper right of the Space tab, click the three dots.
- Select Archive.
Managing payment and billing
To manage payment and billing information for your Organization:
- Go to the Organization Account Settings.
- To the right of Payment, click Add Payment Info to add a credit card or Update Billing Info as required.
Viewing invoices
To view invoices for your Organization:
- Go to the Organization Account Settings.
- To the right of Invoices, click View.
Managing Private Keys
Private API Keys help you keep certain content private. For detailed information on Private API Keys, see the Managing Private API Keys section of Using Builder API Keys.
Managing users
Users exist in Builder at two levels; the Organization and any Spaces within that Organization. When you are adding users, add them first to the root Organization and then add them to the Space.
Adding a new user
To add a user to your Organization:
- Go to the Organization Account Settings.
- In the Users section, click the Add New User button.
- Enter their full name, email address, and select a role. At the Organization level, there are two roles; Admin and Standard. For a comparison of these two roles, see the Organization Roles table below.
- Click the Create button.
New users receive an email so they can continue setting up their account your Organization.
Editing or removing an existing user
To edit an existing user within your Organization:
- Go to the Organization Account Settings.
- In the Users section, click the user.
- Change the role or remove the user. To exit the dialogue without making changes, click away to close.
- When you've finished making edits, click the Update button.
These changes apply to the Organization. If you'd like to further adjust permissions for a user, go to the Space Account Settings and edit the user in that Space. For more detail, see Roles and Permissions.
Types of roles at the Organization level
The two types of roles available for Organization-level users are:
- Admin: has all access. Recommended for super users
- Standard: has specifically granted access. Recommended for most users.
The following table compares the two roles to help you determine the best role for your user:
| Type of Access | Admin Role | Standard Role |
|---|---|---|
Description | All-access super user | Access only to specified Spaces |
Invoice Access | Yes | No |
Payment and Billing Access | Yes | No |
View all Org's Spaces | Yes | No, can only access assigned Space |
Add User | Yes | Can add other users to a Space only if their own account was originally set up in the root org by the root org Admin. Note that if these requirements aren't met, Builder returns a message that you don't have permissions in the parent organization to add a new user. In this case, contact your root org Admin. |
Support request for Admin-level changes | Yes | No |
View of Organization tab | Access to all info | Includes only the Organization name and access to Spaces that the root org Admin has added this user to. |
Changing your subscription plan
You must change your subscription plan from within a Space.
To change your subscription plan:
- Go to your Space Subscription tab of Account Settings.
- Select the plan.
Viewing Organization insights
enterprise plans
Viewing the contents of the Insights tab for an Organization is an add-on feature available on the Enterprise plan.
When this feature is enabled, Admins can access data such as who the most active users are, which, for example, can inform re-allocating user licenses based on activity.
Admins for the Organization have access to the Organization Insights, accessible from the Builder left sidebar. Organization Insights show you, by Space:
- User names
- User e-mail addresses
- User role
- Last sign-in date
- Creation date
- Last refresh date
What's next
To learn more about what's inside an Organization, see Roles and Permissions, Account Settings, and Spaces.
If you want to jump right in, see the Quick Start.
Looking to hire a 3rd party to help with your project?
Submit a project request and our partnerships team will reach out to connect you with an Expert from our partner ecosystem.