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Organizations are the foundation of ShingleAI’s data model. Every piece of data — contacts, messages, automations — belongs to an organization. This page explains what organizations are, why they exist, and how they shape the way you use ShingleAI.

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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
Each organization is completely isolated from others. Data in one organization cannot be accessed from another, even by the same user.

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Why Organizations?

Organizations exist to solve a fundamental problem: keeping different contexts separate while letting the right people collaborate within each one.
BenefitDescription
Data isolationKeep different businesses or clients completely separate
Team collaborationShare access with colleagues while controlling permissions
Resource managementConnect different email accounts to different organizations
Billing separationEach organization can have its own subscription
For example, a freelancer managing three clients can create a separate organization for each — keeping contacts, messages, and automations completely isolated. A single company would typically use one organization with multiple members.

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Members and Roles

Organizations can have multiple members. Each member has a role that determines what they can do:
RoleDescription
OwnerFull access to everything, including billing, API keys, and member management. Every organization has at least one owner.
AdminCan manage data and invite members, but cannot access billing or API keys.
UserRead-only access to organization data. Can manage their own profile and files.
This hierarchy follows the principle of least privilege — most team members only need the User or Admin role. See Roles & Permissions for the full permission matrix.

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Organization Scope

Everything in ShingleAI is scoped to an organization:
  • Contacts and customers belong to an organization
  • Messages are received and sent through the organization’s connected resources
  • Automations run within the organization’s context
  • API keys and MCP keys grant access to a single organization’s data
If you belong to multiple organizations, you can switch between them from the header. Each switch changes your entire view to that organization’s data.

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How Organizations Relate to Accounts

Your ShingleAI account is your personal identity — your login credentials. Organizations are workspaces you belong to. The relationship works like this:
  • One account can belong to multiple organizations
  • One organization can have multiple accounts (members)
  • Billing is managed at the account level, covering all organizations under it
  • Your subscription tier determines how many organizations you can create

Set up your organization

Create and configure an organization

Manage team members

Invite members, assign roles, and manage access

Roles & Permissions

Full permission matrix for each role