Documentation
Organizations
The workspace that owns leads, campaigns, and connected accounts.
What an organization is
An organization is the workspace this data belongs to. Leads, campaigns, connected accounts, suppressions, events, and agents all live on one organization.
Members
People join with a role: owner, admin, or member. Owners can invite people, change roles, and remove members. The owner role can only be changed by Needle support.
Invite from settings. Creating an organization can include invites.
Switching
You can belong to more than one organization. Switch from the user menu, or create another organization there.
API keys
Each API key is bound to one user and one organization. The dashboard, API, and MCP all work in the organization the current session or key is bound to.