Managing an organization
Create an organization, manage its users and roles, and configure the settings that apply across all of its workspaces.
Organizations are shared accounts where businesses and projects can collaborate across many workspaces at once. Every setup of a device, every uplink received, and every user added to a workspace is linked to an organization.
The organization home
The organization home summarizes everything underneath the organization:
Workspaces, how many there are and their combined health score.
Devices, the total across all workspaces and how it is trending.
Device health, a breakdown by online status, battery level, and signal quality.
About this organization, its description, owner, organization ID, and when it was created and last edited.
Below that are shortcuts into the Dashboard Builder, the Device Setup Assistant, and Genio, followed by your workspaces and dashboards, each of which can be searched, sorted, and opened directly.
What belongs to an organization
Custom components are the reason this level matters in day-to-day work: a custom device type or logic block belongs to the organization, so it can be written once and applied to devices in any of its workspaces.
Create an organization
During the signup process, you are asked to add an organization and a workspace. An organization name is typically the company name. Optionally a description and a logo can be added for recognizability.
An organization can also be added later. Select Switch Organization at the top of the sidebar, then New Organization.

Users and roles
An organization has the roles owner, admin, editor, viewer, and member. Adding users requires the organization owner or admin role, and the users tab lists everyone with the role they hold, regardless of which workspaces they were added to.
Organization roles above member carry implicit access to every workspace in the organization, which is what makes them worth granting carefully.
Only the organization owner can delete the organization or transfer ownership to another member.
Users (Organization)Settings
All organization-specific settings are managed from the organization settings group in the second-level navigation. Whether they are accessible to you depends on your user role.
Name, description, owner, white labeling, Genio AI, organization properties, and deletion.
The plan the organization is on and what it includes.
Credentials for the REST and WebSocket APIs.
A record of what changed in the organization, and who changed it.
Adding and removing users, and assigning roles.
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