Organizations
Multi-tenant workspaces, members, roles, and organization settings.
An organization is the top-level container for everything in AIMA Labs. Agents, campaigns, leads, phone numbers, integrations, and billing all live on an organization. Users belong to one or more organizations through a membership.
Every URL under the dashboard is scoped to an organization slug: /organizations/<slug>/.... The slug is set when the organization is created and becomes part of the permalink for every page in that workspace.
Creating an organization
New accounts create their first organization during onboarding. To create another one later:
- Click the organization switcher in the sidebar.
- Choose Create organization.
- Pick a name and slug.
- Complete plan selection for the new org.
Each organization has its own subscription, its own members, and its own data — nothing is shared across organizations.
Members
Open Settings → Organization → Members to see everyone with access.
From this page you can:
- Invite new members by email. Invitees get a link that accepts them into the organization after they sign up or sign in.
- Remove members — revokes their access immediately.
- Change a member's role — controls what they can do in the organization.
- View pending invitations and resend or cancel them.
Invitations
When someone invites you, the invitation shows up in two places:
- In your email, with a direct link.
- On the onboarding wizard's Pending invitations step the next time you sign in.
Accepting an invitation creates a membership for you on that organization and drops you into its dashboard.
Organization settings
Settings → Organization is split into a few tabs:
- General — name, slug, logo, and other identity fields.
- Members — invite, remove, and manage members (above).
- Billing — plan, payment method, invoices, seat usage. See Billing.
- Developers — API keys and webhooks for programmatic access.
- Leadsforce — connect a Leadsforce account for lead sourcing. See Integrations.
Switching organizations
Use the switcher in the top-left of the sidebar. The dashboard re-scopes to the new organization's slug and all data views refresh. Your session stays signed in — switching organizations does not require re-auth.