On this page

• Organizations
• Inviting team members
• Two roles, kept simple
• Permission matrix
• Managing team members
• Organization settings

Organizations

Each organization has its own assistants, content, leads, team, and subscription plan. They are completely independent — a clean way to separate brands, clients, or projects.

Your first organization

When you sign up, a personal organization is created automatically. You can start using EchoAI immediately without any setup.

Creating additional organizations

Need separate organizations for different brands or clients?

1. Click the Organization Switcher in the top navigation bar.
2. Select Create Organization.
3. Enter a name for the new organization.
4. You're switched to the new organization.

Organization limits

You can create up to 2 free organizations where you are an admin. If you need more organizations, upgrade at least one of your existing organizations to a paid plan — paid organizations do not count toward the free limit.

Switching organizations

Click the Organization Switcher in the top navigation. Each entry shows the organization name, current plan, and number of assistants. Click to switch. The dashboard, sidebar, and all data update to reflect the selected organization.

Inviting team members

1. Go to the organization section (click the Organization Switcher, then the settings icon, or navigate to the Members page).
2. Click Invite Members.
3. Enter the email address of the person you want to invite.
4. Select their role: Admin or Member.
5. Send the invitation.

The invited person receives an email and can join by accepting the invitation. Pending invitations appear in the Members list until they're accepted — an admin can revoke a pending invitation at any time.

Two roles, kept simple

Admin

Full access to everything in the organization:

• Create, edit, and delete assistants
• Add, edit, and delete content
• Create and manage lead capture forms
• View and manage conversation threads
• Configure assistant settings
• Manage contract templates and contracts
• Manage integrations
• Invite and remove team members
• Manage billing and subscription
• Access organization settings
• Delete the organization

Member

View everything, change nothing. Good for team members who just need to use the assistants:

• View all assistants and their content
• Chat with any assistant (each member has their own private threads)
• View leads

Members cannot create, edit, or delete assistants, content, forms, contracts, or integrations. They can't see the Settings, Forms, Embed, or Threads pages. They can't access billing or invite other members.

Permission matrix

Managing team members

Member overview

On the organization Members page you can see all team members with their name, email, role, and join date.

Changing roles

Admins can change a member's role at any time through the member list on the Members page.

Removing members

Admins can remove members from the organization. The member loses access to all organization data immediately.

Leaving an organization

Members can leave voluntarily:

1. Go to the organization Settings page.
2. Click Leave Organization in the Danger Zone.

Organization settings

Editing the organization name

Go to the organization Settings page. Admins can edit the name. Members see it as read-only.

Organization overview

The organization overview page shows three key metrics:

• Plan — Your current subscription plan with a link to manage it.
• Members — Total team members with a role breakdown (admins and members).
• Assistants — Number of active assistants with a link to the dashboard.

For new organizations with no assistants, a prompt appears to create your first one.

Deleting an organization

1. Go to the organization Settings page.
2. In the Danger Zone, click Delete Organization.
3. Type the organization name to confirm.

Related

• Plans & billing — choose a plan, manage your subscription.
• Limits & quotas — assistant, content, and message allowances per plan.
• Managing assistants — role-gated assistant actions.