The organization details page brings everything about one client organization into one place: its services, requests, invoices, files, members, messages and more. Use it whenever you need the full picture of a client.
Use case: Northwind Studio asks how many credits they have left and whether last month's invoice was paid. Open their organization, check the Credits and Invoices tabs, and answer in a minute.
How to open an organization
Go to Users > Clients.
Open the Organizations tab.
Click the organization you want to see.
The page opens on Services and subscriptions. At the top you see the organization's logo, name and owner, and the date it was created. The tabs below let you switch between sections, and the panel on the right shows the internal details only your team can see.
The tabs
Some tabs only appear when the matching feature is turned on in your portal.
Services and subscriptions
Every service and subscription the organization has, with scheduled changes and the default service.
Click New service or subscription to add one on the client's behalf.
Use the menu on a service card to edit it, manage add-ons, pause, resume or cancel a subscription, or remove a service. Read more in How to disable the cancel or pause subscription option.
Requests
All requests from the organization's members, with the number of active and completed requests and the average rating.
Create a request for the client, filter the list, and switch views (for example to Queue view when the requests queue is on).
The right-hand panel is hidden on this tab to give the list more room.
Invoices
Every invoice for the organization, with its number, payment method, status, date and total.
Click Create invoice to bill the client, or use the menu on an invoice to manage it.
Shown to admins when invoice management and the checkout experience are on.
Files
Files your client uploaded and files your team shared, organized in folders. Files attached to requests are in the Requests folder.
Click New to add a folder or file, or Download all files to get everything at once.
Members
Everyone in the organization, with their last login and creation date. The owner is marked Owner.
Click Add members to add people on your client's behalf.
Use the three dots on a member to View, Edit, Impersonate, Change organization or Delete them.
Click View to open the member's details in the right-hand panel. From its menu you can also send a message, Upgrade to organization owner, Send password reset email or Generate new password. To log in as a client, see How to impersonate clients.
Messages
The organization's chat conversations. Read past messages and reply right from this tab.
Shown when messaging is on.
Reviews
The reviews the organization's members left on completed requests, with the average rating.
Shown when reviews are on, to admins and to team members who can access reviews.
Time entries
The organization's hours balance and the time your team logged on its requests, with filters for team member, service, tags and billable hours.
Click Export CSV to download the entries.
Shown when time tracking is on.
Credits
The organization's credit balance, the credits used per request and the credits purchased.
Shown when credits are on.
Brands
The brands the organization works with. Click Create brand to add one.
Shown when brands are on.
The right-hand panel
The panel has two icons at the top: details and notes.
Details shows:
Account manager: the team members responsible for this client. Read more in How to auto-assign team members to clients' requests.
Default followers: organization members who follow new requests by default.
Members: everyone in the organization.
Tags: labels to group and filter clients. Click + to add one.
Properties: custom fields such as a website or shared drive link. Click Add property to add one.
Notes shows Organization notes: internal notes for your team. Admins can click + to add a note. Clients never see them.
On smaller screens the panel is hidden. Click More details under the tabs to see the same information.
How to edit the organization name and logo
Click the organization name at the top of the page.
Type the new name, then click outside the field. The change saves right away.
To change the logo, click the logo next to the name and upload a new image.
Only admins can change the name and logo.
How to edit billing information
Click the three dots at the top right of the organization.
Select Edit billing info.
Update the billing address.
To add a company name and tax code, tick I'm purchasing for a company.
Click Update.
The billing information is saved on the organization owner's profile.
How to show client phone numbers
Only the portal admin can change this setting.
Go to Settings > Portal and open the Advanced tab.
Turn on Client phone number. You can also ask for it at checkout and make it required.
Save your changes.
Once it's on, a Phone field shows when you view a member on the Members tab.
How to delete or restore an organization
Click the three dots at the top right of the organization.
Select Delete and confirm.
To bring it back:
Go to Users > Clients and open the Organizations tab.
Click Filters and turn on Include deleted organizations.
Open the deleted organization and click Restore organization, then confirm.
FAQ
Do all members in an organization receive invoices?
No. The invoice email goes to the client the invoice is for, not to every member of the organization.
Can team members open organization details?
Yes, if they have permission to manage clients or to access their managed clients. Some tabs and actions stay admin-only. See Specific permissions for admin, client, and team.