Organizations
Create and manage organizations to group workspaces and team members under a single billing entity.
Overview
An organization is the top-level entity in WallJobs AI that represents your company or agency. It's the container for:
- Billing - All subscriptions and payments
- Team Members - People who can access the organization
- Workspaces - Separate environments for different projects
- Credits - Shared credit balance for AI operations
Most teams need just one organization. However, agencies managing multiple clients might create separate organizations for complete data and billing isolation.
Creating an Organization
New users create their first organization during signup. To create additional organizations:
- Click your profile menu in the top right
- Select Switch Organization
- Click Create New Organization
- Enter the organization name
- Choose your subscription plan
- Complete the billing setup
Note
Each organization has its own subscription. Creating a new organization starts a separate billing account.
Organization Settings
Organization owners and admins can configure settings:
- Click the gear icon or go to Settings
- Select Organization
General Settings
- Organization Name - The name displayed throughout the platform
- Logo - Custom logo for branding (optional)
- Contact Email - Primary email for organization communications
- Industry - Your organization's industry (for analytics)
Security Settings
- Two-Factor Authentication - Require 2FA for all members
- Session Timeout - Automatic logout after inactivity
- IP Restrictions - Limit access to specific IP ranges (Enterprise)
- SSO Configuration - SAML single sign-on (Enterprise)
Defaults
- Default Workspace - Where new members land after joining
- Default Role - Role assigned to new members
- Timezone - Organization timezone for reports
Billing Management
Organization owners manage billing through:
- Go to Settings → Billing
- View current plan and usage
- Click Manage Subscription to open Stripe portal
In the Stripe portal, you can:
- Update payment method
- Change subscription plan
- View invoice history
- Update billing information
- Cancel subscription
Owner Only
Only organization owners can access billing settings. Admins can view but not modify billing information.
Transferring Ownership
To transfer organization ownership to another member:
- Go to Settings → Organization → Members
- Find the member who will become the new owner
- Click their name and select Transfer Ownership
- Confirm the transfer
- The new owner will receive a confirmation email
Important
Ownership transfer is immediate and irreversible. The new owner will have full control including billing. Make sure you trust this person completely.
Deleting Organization
To delete an organization:
- Go to Settings → Organization → Danger Zone
- Click Delete Organization
- Type the organization name to confirm
- Acknowledge the data deletion warning
- Click Delete Permanently
Permanent Deletion
Deleting an organization permanently removes all workspaces, contacts, sequences, shortlists, and data. This action cannot be undone. Export your data first if needed.
Before deletion:
- Cancel your subscription to avoid future charges
- Export any data you want to keep
- Notify team members of the upcoming deletion
- Remove any connected integrations