Organizations and memberships

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One login, many organizations

Your account is not tied to a single organization. The same login can belong to several: a consultant working with two campaigns, a reseller’s staff member helping a client organization, or someone who was invited to a second organization after they were already active in their first. Each organization you belong to is a separate membership with its own role and its own brand access. Your permissions in one organization come only from your membership there. Being an owner in one organization never gives you elevated access in another; each membership stands on its own. If you only ever use one organization, nothing here changes for you. Existing accounts keep their current organization as their default and only organization until someone invites them elsewhere.

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Switching organizations

If you belong to more than one organization, the account menu in the top right, under your name and email, lists them. Pick one to reload the app in that organization. Everything on screen after you switch, projects, contacts, billing, branding, and users, belongs to the organization you switched to. The dashboard never blends data from two organizations at once. The platform remembers your last-used organization per device sign-in, so the next time you log in on that device, you land back where you left off.

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My Organizations

Your Profile page has a My Organizations section (/profile#organizations) that lists every membership you hold:

• A role badge for each organization.
• Current marks the organization you’re viewing right now.
• Default marks your home organization: where you land when you sign in for the first time on a device, and the one you can’t leave.
• A Make default button on every other organization, to move that marker.
• A Switch button to jump to that organization directly from the list.
• A Leave action for memberships you no longer need.

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Leaving an organization

Leaving removes your membership and access to that organization. Two situations stop you, both with a plain explanation instead of a silent failure:

• You’re the organization’s only owner. Transfer ownership to someone else first (see below), then leave.
• It’s your default organization. Click Make default on a different organization first, then leave.

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Adding existing accounts

On the Users page, anyone with the Manage members permission can add people to the organization in two ways. Invite existing user is for someone who already has a Political Comms login somewhere else on the platform. Enter their email and pick a role. They’re added right away, with nothing to accept: they get an email and an in-app notification, and the next time they sign in, your organization is in their organization switcher. If they don’t want it, they can leave it from their Profile page. You can also just create a new user the normal way. If the email you enter already has an account anywhere on the platform, that account is added to your organization the same way, instead of the signup failing with an “email already in use” error. Either way, the roles available to assign are your organization’s roles at or below your own level. The Owner role is never assigned this way; it only moves through Transfer ownership (see below).

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Activating and deactivating members

Deactivate on the Users page turns off a person’s access to your organization only. Their login and any other organizations they belong to are not affected, and Activate turns it back on. Someone who belongs to at least one working organization can always sign in; they land in the organization they used last. A person’s name, email, phone, password and two-factor settings belong to their account, which they may share with other organizations. You can change those only when you manage every organization the person belongs to. Otherwise they change them themselves, and Forgot password on the sign-in page always works. If a person’s own organization is still waiting for approval, they can still work in yours: they sign in, land in your organization, and see their pending one in the organization switcher.

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The cross-agency rule

There’s one limit on who can be added across organizations: a person can be added to an organization in a different top-level hierarchy than one they already belong to only if they hold a manager-or-higher role in the top-level organization of a hierarchy they’re already part of. In plain terms: an ordinary agent or viewer at one agency’s client organization can’t be pulled into a completely unrelated agency’s tree just because someone there knows their email. If the rule isn’t met, the add is refused with a message that the user belongs to another organization’s hierarchy and can’t be added there. This is what keeps one reseller’s client staff from ending up inside a different reseller’s organizations. The rule doesn’t apply within your own hierarchy: parent and sibling organizations under the same top-level agency can freely add each other’s people.

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Transfer ownership

Every organization needs exactly one owner. On the Users page, Transfer ownership moves the Owner role from you to another member of the organization in a single step: they become the owner, and your role changes to the one the transfer specifies. Use this before leaving an organization where you’re the only owner.

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View As and platform staff

Platform staff (Political Comms super-admins) and agency admins using View As to see the dashboard as one of their users now pick both the person and the organization when that person belongs to more than one. This matters more now that a single account can hold memberships across several organizations. The organization you pick determines which role and brand access View As inherits. Platform staff status itself is a global account flag set by Political Comms, not a role you can grant to someone through Users or invitations. Platform staff now start View As from the Political Comms staff portal through a one-time handoff link rather than from inside your dashboard; you see no difference in how a staff member viewing your account appears.