Organization List

Lists every organization you belong to and lets you create, switch, and open organizations.

Open the Organization page

Scope and Cards

Organization List ScopeShows every organization you belong to.
Organization CardEach card shows the organization name, your role(s), and the user count. Organizations where you hold no role are listed too, under Other Organizations.
Active BadgeThe active organization shows an ACTIVE badge.
Switch Button (Active)The Switch button is disabled on the currently active organization.
Open DetailClicking a card opens the organization detail with the Users, Agents, and Budget Groups tabs.

Actions

Create OrganizationOpens a dialog to create a new organization.
Organization Name FieldRequired text field, maximum 200 characters, in the create dialog.
Create ActionConfirms and creates the organization from the dialog.
SwitchMakes the selected organization active and opens My Agents.
LeaveLeaves an organization; blocked if you are the only Owner or hold the Billing role.

Filters

SearchFilters the list by organization name.
Filter by TypeAll Types, Individual, or Collective.
Filter by RoleAll Roles, Owner, Admin, Builder, No role, or Billing. Pick No role to list the organizations you belong to without any extra powers.