Table of Contents

Organization Overview

JQ Lee Updated by JQ Lee

What is an Organization on respond.io?

An Organization is a collection of Users who belong to a group or company and share a subscription. On the respond.io platform, an Organization owns the subscription, Users and Workspaces.

An Organization can have one or many Users. Users can belong to multiple Organizations by invitation. For a better workforce, there are different roles within an Organization that allows Users to perform different functions. Refer here to learn more about organization roles.

Choosing Between Multiple Workspaces or Organizations

When scaling on respond.io, businesses can choose to set up multiple Workspaces within one Organization or create additional Organizations. Here are some key benefits and use cases for each approach:

When to Use Multiple Workspaces in One Organization

Using multiple workspaces within a single organization is ideal if your teams share a subscription but need some independence in management:

  • Manage User Access Levels per Workspace: Assign different user roles for each workspace without impacting the organization-level access.
  • AI Knowledge Sources: Set up unique AI knowledge bases tailored to each workspace’s needs.

When to Create Multiple Organizations

Creating separate organizations can provide higher independence and control in several key areas, ideal for businesses with distinct operational requirements:

  • Independent Subscription Management: Each organization can manage its own subscription, modifications, and user count.
  • Separate Billing for WABA Fees: Distinct WhatsApp Business API fees can be managed separately per organization.
  • Independent Security Settings (e.g., SSO): Configure security measures individually, allowing tailored access and login requirements.
  • Distinct AI Knowledge Sources and User Access Controls: Define AI resources and user roles independently for each organization.
  • Independent User and Workspace Access Management: User access levels and Workspace access can be managed separately between Organizations.

For businesses with multiple brands or regions needing fully separate operations and management, creating separate organizations is recommended. However, for departments or teams that collaborate closely under the same brand, using multiple workspaces within one organization often provides the necessary flexibility.

Creating an Organization

The Organization can only be created during a User's sign-up. A User can only create one Organization. If you require more than one Organization, contact us here.

Step 1: Register for a new account using this guide.

Step 2: Once you’ve completed the registration and verification of your email, navigate to the respond.io platform and sign in with the registered user account.

Step 3: Upon the first sign-in, the platform will prompt the you to create an Organization. Fill in the required information. The information will be used for internal reference only.

Creating an organization
Once the details are submitted and the Organization is created, a new Workspace is automatically created with a default name provided by the platform.
Workspace overview

Accessing Organization Settings

Organization settings can only be accessed by Organization Admins, Billing Admins and User Admins. Organization members cannot access organization settings as they do not have the privileges to make changes to an Organization.
Mobile compatible views might not display Organization settings to administrators. Please make sure it is being viewed in "Desktop Mode" or directly from a desktop browser for the best experience.
Organization settings

Organization settings can be accessed via the Settings module. Refer to the respective tab for more information:

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Organization Settings: General

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