Organizations: How to Set Up Credits, Teams, and Organization Management

Organizations group multiple teams under a single billing and management entity. They allow you to manage credits, track transactions across teams, and organize your customer structure at a higher level than individual teams.

Accessing Organizations

Navigate to Admin > Organizations in the sidebar. The Organizations page displays a table listing all organizations with the following columns:

• Name — The organization's display name
• Description — A brief description of the organization
• Teams Count — Number of teams belonging to this organization
• Created At — When the organization was created

Click on any organization's name or the View button to open the Organization detail page.

Adding a New Organization

1. Click the Add Organization button at the top of the Organizations table.
2. In the modal that appears, enter:
   • Name (required) — The organization name
   • Description (optional) — A description for internal reference
3. Click Save to create the organization.

Viewing an Organization

The Organization detail view is organized into three tabs:

Teams Tab

Lists all teams assigned to this organization. From here you can:

• View which teams belong to the organization
• Assign additional teams to the organization
• Remove team assignments

Configuration Tab

Provides organization-level settings:

• Edit the organization name and description
• Delete the organization (danger zone)

Transactions Tab

Shows all financial transactions associated with this organization, including:

• Credits added to the organization
• Credits deducted from the organization
• Date and description of each transaction

Managing Credits

The Organization detail page includes a credit management system:

Adding Credits:

1. Click the Add Credits button
2. Enter the credit amount and an optional description
3. Credits are added to the organization's balance

Deducting Credits:

1. Click the Deduct Credits button
2. Enter the amount to deduct and a reason
3. The deduction is recorded in the transaction log

All credit changes are tracked in the Transactions tab with timestamps and descriptions for audit purposes.

Assigning Teams to an Organization

From the Teams tab:

1. Click Assign Team
2. Select the team from the dropdown
3. Confirm the assignment

The team inherits the organization's credit balance for purchases and enrollments.

Deleting an Organization

1. Navigate to the Configuration tab
2. Scroll to the danger zone section
3. Click Delete Organization
4. Confirm the deletion

Note: Deleting an organization will remove the association with its teams but will not delete the teams themselves.