Configuring Teams & Organizations with Multiple Accounts


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.

Switch Accounts


Add New Members

  1. To add members to a team, start by visiting the Team Page.
  2. Enter the email address of the person you want to add to your team. Click Invite Users
    Add Member To Team

The new user will receive an email with a link to login.

Disable Existing Members

*NOTE: You must be an Admin of the team to disable members*

  1. Go to the Team Page.
  2. Hover over the avatar for the user you wish to disable. Choose Disable from the menu.

    Disable Member

Promote Existing Members to Admin

*NOTE: You must be an Admin of the team to promote members*

  1. Go to the Team Page.
  2. Hover over the avatar for the user you wish to promote. Choose Make Admin from the menu.


The Multi-Account Organizations feature must be enabled by support. If this is a feature you need, please contact support at

Create a New Organization

  1. After the feature has been enabled, visit the New Account Page.

  2. Enter the name of the organization you wish to create and click the Create button. The organization name cannot exceed 32 characters.

Create Org

A new trial account will be created. If you wish to add this account to your existing billing settings, please contact your sales representative.

Leave an Organization

  1. Go to your Account Profile page.
  2. Scroll down to Organizations and click Leave next to the org you want to leave.
Leave Org

To add, disable, and promote members, see the instructions above for Teams.