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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:

  1. Go to the Organization's Spaces tab.
  2. To optionally filter data on the available spaces, click the three dots at the upper right and select a month and year.
  3. 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:

  1. Go to the Space's Account Settings.
  2. On the upper right of the Space tab, click the three dots.
  3. Select Archive.

Managing payment and billing

To manage payment and billing information for your Organization:

  1. Go to the Organization Account Settings.
  2. 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:

  1. Go to the Organization Account Settings.
  2. 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:

  1. Go to the Organization Account Settings.
  2. In the Users section, click the Add New User button.
  3. 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.
  4. 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:

  1. Go to the Organization Account Settings.
  2. In the Users section, click the user.
  3. Change the role or remove the user. To exit the dialogue without making changes, click away to close.
  4. 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 AccessAdmin RoleStandard 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

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:

  1. Go to your Space Subscription tab of Account Settings.
  2. 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.


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