Organizations — When to Create One & How They Work

Overview

An Organization in Vantage is a top-level entity that groups multiple companies together. It enables cross-company dashboard sharing, centralized user management, and unified billing oversight. Not every account needs an organization — it's designed for businesses that manage multiple teams, departments, or clients.

What Is an Organization?

An Organization sits above Companies in the hierarchy:

Key Benefits

• 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 (e.g., integration restrictions, sharing policies).

When to Create an Organization

✅ You SHOULD create an organization when:

1. You have multiple departments or teams that each need their own isolated company workspace, but also need to share dashboards or data across departments.
2. You're an agency or MSP managing multiple client companies and need a unified admin view.
3. You want centralized control over AI settings, integration policies, and usage tracking across multiple companies.
4. You need cross-company reporting — e.g., the CEO wants to see dashboards from both the Marketing and Sales companies.

❌ You DON'T need an organization when:

1. You only have one team — A single company is sufficient.
2. All users should see the same data — Keep everyone in one company.
3. You don't need cross-company sharing — Companies work fine independently.

How to Create an Organization

1. Navigate to Settings from the sidebar.
2. In the left navigation panel, under the Organization section, click "Organization".
   • If you don't already belong to an organization, you'll see the "Create Organization" form.
   • If you do belong to one, you'll see the Organization Settings page instead.
3. Enter your Organization Name (e.g., "Acme Corp").
4. Click "Create Organization".
5. You'll see a success message: 'Organization "Acme Corp" created!'
6. Sign out and sign back in for the changes to take effect.

Organization Settings

Once your organization is created and you've signed back in, the Organization tab in Settings changes to show Organization Settings (the OrgGlobalSettings component). Here you can manage:

• Cross-company sharing policies — Control whether dashboards can be shared between companies in the organization.
• Organization-wide AI context — Set AI context snippets that apply to all users across all companies.
• Integration restrictions — Manage domain restrictions and integration policies at the organization level.

Organization-Level Navigation

When you belong to an organization, additional settings tabs become available:

How Organizations Affect Dashboards

With an organization, dashboards are categorized into three groups:

Troubleshooting