Another area. Its own workspace.
Create an organization for each branch or service area, with its own customers, team, payments, and conversations.
The right records, in the right place.
Switch organizations to move between service areas. Payment reviews, customer lists, support requests, and announcements follow the workspace you select.
A team for each location.
Invite owners, admins, and members into an organization. Keep platform administration separate from the people managing day-to-day customer operations.
A clear division of responsibility.
- Organization owner
- Manages a workspace and its team.
- Organization team
- Handles customer accounts, payments, and support.
- Platform admin
- Oversees organizations and platform-level users.