Users & Organizations
Organizations
Section titled “Organizations”Every user (except Super Admins) belongs to one Organization. An organization has a name, VAT number, address, and an active/inactive status. Organizations own everything else in the system: cases, participants, workflows, and templates all belong to one organization.
Credits
Section titled “Credits”Organizations work on a credit system, managed under Credit Management. Separate limits (used / limit / available) are tracked for:
- Cases
- Users
- Video call minutes
- Communication actions
- Document Sign actions
- Storage (MB)
You’ll see a warning as you approach a limit. If your organization runs out of a given credit, you won’t be able to create more of that thing (for example, a new case, or a new Quick Action) until credits are freed up or added.
Platform parameters
Section titled “Platform parameters”Organization Admins can configure organization-level integration settings (for example, which email provider to send notifications through) under Platform Parameters.
API keys
Section titled “API keys”Organizations can also generate API keys for programmatic/integration access, managed from the organization’s settings.
Users and roles
Section titled “Users and roles”Every user has one of three roles, which controls what they can see and do:
| Role | Scope |
|---|---|
| Regular | Cases and Participants only, within their organization. |
| Organization Admin | Everything a Regular user can do, plus Users, Roles, Workflows, and Templates within their organization. |
| Super Admin | Platform-wide: Organizations, Countries, Taxes, and Products & Pricing. Not tied to any one organization. |
Organization Admins can also define custom, organization-scoped Roles beyond these three, under Role Management.
Regular and Organization Admin users must belong to an organization and provide a VAT number and country when created; Super Admins are platform-level and don’t belong to any organization.
How it fits together
Section titled “How it fits together”Your organization’s credits and platform settings shape what you can do with Cases, Workflows, and Quick Actions; your role determines which parts of the app you can even see.