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An organization is the primary workspace in ShingleAI where your team collaborates on business communications. All data—contacts, messages, automations—is scoped to your organization.

Creating an Organization

When you sign up for ShingleAI, you automatically create your first organization. Each organization includes:
  • Name: A display name for your organization (e.g., “Acme Corp”)
  • Slug: A unique identifier used in URLs and API calls (auto-generated)
  • Owner: The user who created the organization (you)
Your account tier determines how many organizations you can create. Most plans support a single organization, while enterprise tiers allow multiple organizations for managing separate business units.

Organization Settings

Access your organization settings from Settings > Organization in the dashboard.

General Settings

SettingDescription
Organization NameDisplay name shown throughout the app
SlugUnique identifier used in URLs and API references (read-only after creation)
Time ZoneDefault time zone for scheduling and reports

Notification Settings

Configure which team members receive notifications for different event types. Notifications can be customized by role:
  • Owner notifications: Critical alerts, billing, security events
  • Admin notifications: Team changes, integration status, system alerts
  • User notifications: Assignment updates, task reminders

Account Limits

Your organization operates within your account’s resource limits:
ResourceDescription
OrganizationsNumber of organizations per account
SeatsMaximum team members per organization
ConnectionsEmail provider connections
API KeysActive API keys
Contact support to upgrade your account limits or discuss enterprise options for multi-organization setups.

Multi-Organization Support

Enterprise accounts can create multiple organizations to:
  • Separate business units or brands
  • Isolate client data for agencies
  • Maintain development and production environments
Each organization has its own:
  • Team members and roles
  • Email connections and integrations
  • Contacts, customers, and business data
  • API keys and MCP keys
Users can belong to multiple organizations and switch between them from the account menu.

Next Steps