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A business is the container that holds your Bizzy data — contacts, messages, automations, everything. It can represent your company, a department or team, a personal account, or a client you manage. Each business is completely isolated: data in one cannot be accessed from another, even by the same user.

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Members and roles

Businesses can have multiple members. Each member has a role: Most team members only need the User or Admin role. See Roles & permissions for the full permission matrix.

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Agreeing to terms for a business

Before anyone uses a business, an owner or admin accepts the business agreement on its behalf: the Terms of Service, including the Acceptable Use Policy and the Data Processing Agreement. Accepting confirms they’re authorized to bind the business. This is separate from the terms you accept for your own account, which never bind a business. Until an owner or admin accepts, every member who opens the business is asked to wait for one, and its automations don’t run. When one of these documents changes in a way that needs acceptance again, an owner or admin accepts the new version the same way. See Accept the business agreement.

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What’s scoped to a business

Everything:
  • Contacts and customers belong to a business
  • Messages are received and sent through the business’s connected resources
  • Automations run within the business’s context
  • API keys and MCP server access grant access to a single business’s data
If you belong to multiple businesses, switch between them from the header. Each switch changes your entire view to that business’s data.

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Businesses and accounts

Your account covers billing and subscription limits for its businesses. Each business has its own members and data. You can belong to multiple businesses and switch between them without changing your sign-in.

Set up your business

Create and configure a business

Manage team members

Invite members, assign roles, and manage access
Last modified on October 3, 2026