Organizations & Companies

Vantage uses a two-level hierarchy — Organizations and Companies — to organize users, data, and permissions. Understanding this structure is essential for setting up your team correctly.

Companies

A Company is the core organizational unit in Vantage. When you first sign up, a company is automatically created using the name you provided during registration.

What a Company Contains

Data Isolation

Companies provide data isolation. Users in Company A cannot see dashboards or data belonging to Company B — unless both companies belong to the same Organization and cross-company sharing is enabled.

When to Create Additional Companies

• Separate business units — e.g., "Marketing Team" and "Sales Team" that need their own dashboards and data
• Agency managing clients — Each client gets their own isolated company
• Data isolation requirements — Teams that shouldn't see each other's data

When NOT to Create a Company

• If users need to see the same dashboards — keep them in the same company
• If you just want to organize users by role — use Roles & Permissions instead

Organizations

An Organization sits above companies in the hierarchy, grouping multiple companies together.

Key Benefits of Organizations

• Cross-company dashboard sharing — Dashboards can be shared across companies within the same organization
• Centralized user management — Admins can manage users across all companies
• Organization-wide AI context — AI context snippets marked as org-level apply to all users in all companies
• Organization-wide usage logs — Track token usage across all companies
• Global settings — Set organization-wide policies (integration restrictions, sharing policies)

When to Create an Organization

✅ You should create one when:

• You have multiple departments that each need their own company but also need to share dashboards
• You're an agency or MSP managing multiple client companies
• You want centralized control over AI settings, integrations, and usage tracking

❌ You don't need one when:

• You only have one team
• All users should see the same data
• You don't need cross-company sharing

Creating an Organization

1. Navigate to Settings → Organization → Organization.
2. Enter your Organization Name.
3. Click "Create Organization".
4. Sign out and sign back in for the changes to take effect.

Managing Companies & Users

For detailed walkthroughs, see:

• Managing Users
• Roles & Permissions
• Organizations Guide
• Companies Guide