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Get your platform Already signed up? Start setupHow the organization fits together
Organization owners and admins manage the service through Organization. Clients work inside their assigned workspaces. A workspace owner role by itself does not grant access to organization settings.
Open a client workspace
In the Organization sidebar, select Back to Workspaces below the navigation links. Choose the workspace you want to enter. You can also open Overview > Workspaces, expand a workspace row, and select Open Workspace.
See where to open and switch workspaces.
Make it yours
Run the service
| Organization area | What you manage |
|---|---|
| Overview and Team Invitations | Client workspaces, organization members, and workspace assignments. |
| Integrations | Provider connections, key assignments, and white-label service credentials. |
| Telephony | Carrier connections, numbers, call rules, and delegated settings. |
| Add-on requests | Client requests, your price list, and quotes. |
| Onboarding and Offboarding | Launch steps, client wind-down, and retention tracking. |
| Notifications and Support | Event audiences, email delivery, client tickets, and platform escalation. |
Your assigned plan controls organization capacity and managed services. Client plans and workspace permissions control what each client can use. Some organization tools also serve the platform's own organization.