What is an Organization?
An organization is a container that holds all your Bizzy data. Think of it as a workspace that can represent:- Your company
- A department or team
- A personal account
- A client you manage
Why Organizations?
Organizations exist to solve a fundamental problem: keeping different contexts separate while letting the right people collaborate within each one.
For example, a freelancer managing three clients can create a separate
organization for each — keeping contacts, messages, and automations completely
isolated. A single company would typically use one organization with multiple
members.
Members and Roles
Organizations can have multiple members. Each member has a role that determines what they can do:
This hierarchy follows the principle of least privilege — most team members only
need the User or Admin role. See
Roles & Permissions for the full
permission matrix.
Organization Scope
Everything in Bizzy is scoped to an organization:- Contacts and customers belong to an organization
- Messages are received and sent through the organization’s connected resources
- Automations run within the organization’s context
- API keys and MCP server access grant access to a single organization’s data
How Organizations Relate to Accounts
Your Bizzy account is your personal identity — your login credentials. Organizations are workspaces you belong to. The relationship works like this:- One account can belong to multiple organizations
- One organization can have multiple accounts (members)
- Billing is managed at the account level, covering all organizations under it
- Your subscription tier determines how many organizations you can create
Related Topics
Set up your organization
Create and configure an organization
Manage team members
Invite members, assign roles, and manage access
Roles & Permissions
Full permission matrix for each role