There are two ways to have multiple accounts have access to the same data. First, you can simply add multiple users to the same team from the Team Page. The second is through the use of organizations. Organizations are typically used by Managed Service Providers which have multiple large scale customers which should not have access to each others’ data. When a user is added to multiple organizations, they will be able to quickly switch between orgs from the avatar menu in the main menu.
The new user will receive an email with a link to login.
*NOTE: You must be an Admin of the team to disable members*
Hover over the avatar for the user you wish to disable. Choose Disable from the menu.
*NOTE: You must be an Admin of the team to promote members*
The Multi-Account Organizations feature must be enabled by support. If this is a feature you need, please contact support at email@example.com.
Enter the name of the organization you wish to create and click the Create button.
A new trial account will be created. If you wish to add this account to your existing billing settings, please contact your sales representative.
Scroll down to Organizations and click Leave next to the org you want to leave.
To add, disable, and promote members, see the instructions above for Teams.