What is an Organization?
An organization is a container that holds all your ShingleAI data. Think of it as a workspace that can represent:- Your company
- A department or team
- A personal account
- A client you manage
Why Organizations?
Organizations provide several benefits:| Benefit | Description |
|---|---|
| Data isolation | Keep different businesses or clients completely separate |
| Team collaboration | Share access with colleagues while controlling permissions |
| Resource management | Connect different email accounts to different organizations |
| Billing separation | Each organization can have its own subscription |
Creating an Organization
When you first sign up for ShingleAI, you’ll be prompted to create your first organization. You can create additional organizations later from the organization settings.1
Open settings
Click your profile icon in the header, then select Organizations.
2
Create new
Click Create Organization and enter a name.
3
Start using
Switch to your new organization using the organization switcher in the header.
Members and Roles
Organizations can have multiple members. Each member has a role that determines what they can do.Roles
| Role | Permissions |
|---|---|
| Admin | Full access. Can manage members, settings, billing, and all data. |
| Member | Standard access. Can view and manage contacts, messages, and automations. Cannot change organization settings or manage members. |
Inviting Members
Admins can invite new members to an organization:1
Go to Organization settings
Navigate to Settings > Organization > Members.
2
Send invite
Click Invite Member and enter their email address.
3
Set role
Choose whether they should be an Admin or Member.
4
Wait for acceptance
The invited user will receive an email with a link to join.
Invited users must create a ShingleAI account (or sign in) to accept the invitation.
Removing Members
Admins can remove members from an organization:- Go to Settings > Organization > Members
- Find the member you want to remove
- Click the menu icon and select Remove
Switching Organizations
If you belong to multiple organizations, you can switch between them:- Click the organization name in the header
- Select the organization you want to switch to
Organization Settings
Admins can configure various organization settings:General Settings
- Name - The display name of your organization
- Slug - The URL-friendly identifier (e.g.,
acme-corp) - Timezone - Default timezone for the organization
API Keys
Generate API keys for programmatic access to your organization’s data. See the API Reference for details.Connections
Manage OAuth connections to email providers. Each connected account becomes a resource that can send and receive messages.Billing
View and manage your subscription, payment methods, and invoices.Best Practices
Keep organizations focused. Create separate organizations for distinct businesses or clients rather than mixing everything in one.
Use appropriate roles. Only grant Admin access to people who need to manage settings and members.
Review members regularly. Remove access for people who no longer need it.