Teams & Organizations

Overview

Savantly supports multi-user collaboration through Organizations and Teams. Organizations are shared accounts where multiple users collaborate under a single brand. Teams are subgroups within an organization with specific roles and access levels.

Organizations

What is an Organization?

An organization in Savantly is a shared account with:

• A unified business profile and public website
• A shared content library, social media connections, and AI agent
• Multiple members with different roles (Owner, Admin, Member)
• Its own billing and subscription

Creating an Organization

1. Navigate to Organizations (/organizations) in the sidebar.
2. Click + Create Organization.
3. Enter:

• Organization name
• Subdomain — e.g., yourcompany → yourcompany.savantly.ai
• Industry and Organization type

1. Click Create.
2. You'll be taken through the Business Profile Setup Wizard to complete the organization's profile.

Switching Between Organizations

If you belong to multiple organizations:

1. Click your avatar or profile picture in the top-right corner of the dashboard.
2. A dropdown shows all organizations and your personal profile.
3. Click any organization to switch to it.
4. The entire dashboard refreshes to show that organization's data.

Joining an Existing Organization

You can join an organization if:

• An admin sends you an invitation (see Inviting Members below)
• You have an invite link shared by an admin

To accept an invitation:

1. Click the link in your invitation email.
2. If you don't have a Savantly account, you'll be prompted to create one.
3. Click Accept Invitation.
4. You're now a member of the organization.

Organization Roles

Roles are assigned when inviting members and can be changed afterward.

Changing a Member's Role

1. Go to Organizations → [Organization Name] → Members.
2. Find the member.
3. Click the Role dropdown next to their name.
4. Select the new role.
5. Save changes.

Inviting Members to an Organization

Invite by email

1. Navigate to Organizations → Members or Invites (/invites).
2. Click + Invite Member.
3. Enter the invitee's email address.
4. Select their role (Admin or Member).
5. Click Send Invitation.
6. The invitee receives an email with a link to join.

Managing pending invitations

1. Go to Organizations → Invites tab.
2. See all pending invitations with their expiry dates.
3. Resend an invitation if it has expired or wasn't received.
4. Cancel a pending invitation to revoke access before it's accepted.

Removing a Member

1. Go to Organizations → Members.
2. Find the member.
3. Click the three-dot menu (⋮) next to their name.
4. Click Remove from Organization.
5. Confirm the removal.

The removed member loses access immediately. Their contributions (content they created) remain.

Teams

What is a Team?

A Team is a subgroup within an organization, typically representing a department, project group, or content area. Teams can have their own members with specific roles.

Example use cases:

• Marketing Team — manages social posts and blog content
• Sales Team — manages leads, CRM activities, and case studies
• Support Team — manages knowledge base and support docs
• Product Team — manages products, features, and changelog posts

Creating a Team

1. Navigate to Organizations → Teams (/teams).
2. Click + Create Team.
3. Enter:

• Team name
• Description — What this team is responsible for (optional)

1. Click Create.

Adding Members to a Team

1. Open the team from Teams list.
2. Click + Add Member.
3. Select from existing organization members.
4. Assign a team role:

• Team Admin — Can manage team settings and invite team members
• Team Member — Standard team access

1. Click Add.

Team Roles vs. Organization Roles

• Organization roles control what a user can do across the entire organization
• Team roles are more granular and apply within the context of that team

A Team Member can be an Organization Member but given Team Admin rights for their specific team.

Managing Multiple Organizations

As a user, you can be a member of multiple organizations simultaneously. This is useful for:

• Agency owners — Managing multiple client organizations
• Contractors — Working with multiple companies
• Conglomerates — Parent company with multiple subsidiary brands

Each organization has completely separate:

• Content library
• Social media connections
• Email campaigns
• AI agent configuration
• Analytics data
• Subscription billing

Switch between organizations at any time using the profile/organization switcher in the dashboard header.

Organization Settings

As an Organization Owner or Admin, you can manage settings at:

1. Navigate to Settings while viewing the organization's context.
2. Configure:

• Organization profile — Name, logo, description
• Subdomain — Change the organization's subdomain
• Custom domain — Add a branded domain
• Billing — Manage the organization's subscription and payment method
• Member management — Invite, remove, and modify member roles
• API keys — Generate API keys for this organization's integrations
• Notifications — Set organization-level notification preferences

Leaving an Organization

1. Go to Organizations and select the organization.
2. Click Settings → My Membership.
3. Click Leave Organization.
4. Confirm.

Note: Organization Owners cannot leave their organization. You must either transfer ownership to another Admin first or delete the organization.

Deleting an Organization (Owners only)

1. Go to Organization Settings.
2. Scroll to the Danger Zone section.
3. Click Delete Organization.
4. Type the organization name to confirm.
5. All organization data — content, profiles, conversations, campaigns — is permanently deleted. This cannot be undone.

Next: [Settings & Integrations →](./15-settings-integrations.md)