Organizations Overview

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What are Organizations?

Organizations allow multiple users to collaborate in Reach, sharing campaigns, leads, deals, and other data within a team structure.

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Organization Features

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Shared Data

Organizations enable sharing of:

• Campaigns: View and manage team campaigns
• Leads: Access organization-wide leads
• Deals: Track deals across the team
• Segments: Use shared segments
• Accounts: Shared Telegram accounts (if configured)

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Team Collaboration

• Multiple users in one organization
• Role-based permissions
• Shared workspace
• Team-wide statistics

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Organization Roles

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Owner

Organization owners have:

• Full access to all features
• Can manage organization settings
• Can add/remove members
• Can change member roles
• Can delete organization

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Admin

Organization admins have:

• Can view all organization data
• Can manage most settings
• Can add/remove members (limited)
• Cannot delete organization
• Cannot change owner

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Member

Organization members have:

• Can view own data by default
• Can view organization data (if enabled)
• Can create own campaigns/leads/deals
• Limited access to settings
• Cannot manage members

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View Modes

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My Data

View only your own data:

• Your campaigns
• Your leads
• Your deals
• Your segments
• Default view for members

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All Organization Data

View data from all members:

• All organization campaigns
• All organization leads
• All organization deals
• All organization segments
• Available to admins and owners

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Organization Switcher

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Switching Organizations

Use the organization switcher to:

• Switch between organizations
• Access personal workspace
• View organization name
• See current organization

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Personal Workspace

Your personal workspace:

• Always available
• Not part of any organization
• Your own data only
• Independent from organizations

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Managing Organizations

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Creating Organizations

Create a new organization:

1. Go to Settings → Organizations
2. Click “Create Organization”
3. Enter organization name
4. Organization is created
5. You become the owner

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Inviting Members

Invite team members:

1. Go to organization settings
2. Click “Invite Member”
3. Enter email address
4. Select role
5. Send invitation

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Managing Members

As owner or admin:

• View all members
• Change member roles
• Remove members
• Resend invitations

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Permissions

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Data Access

Own Data:

• Always accessible
• Full edit permissions
• Can delete own data

Organization Data:

• View permissions (if admin/owner)
• Edit permissions depend on role
• Cannot delete others’ data (usually)

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Feature Access

Campaigns:

• Create own campaigns
• View organization campaigns (if admin/owner)
• Edit own campaigns
• Cannot edit others’ campaigns (usually)

Leads:

• Create own leads
• View organization leads (if admin/owner or settings allow)
• Edit own leads
• Can edit any organization lead (collaborative editing)

Deals:

• Create own deals
• View organization deals (if admin/owner)
• Edit own deals
• Cannot edit others’ deals (usually)

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Best Practices

1. Use Roles Appropriately: Assign roles based on responsibilities
2. Organize Data: Use clear naming for shared resources
3. Communicate: Coordinate with team on shared resources
4. Monitor Usage: Track organization-wide metrics
5. Set Guidelines: Establish team guidelines for data management

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Related Topics

Permissions

Detailed guide to organization permissions

Managing Organizations

Learn how to manage organizations and members