Skip to main content

Managing Organizations

Organizations in Flowin.AI are powerful structures that allow companies to efficiently manage their sub-units, control access, and organize data. Understanding how to effectively manage organizations is key to maximizing the platform's potential.

info

Effective organization management is crucial for maximizing Flowin.AI's potential. This guide will help you understand and utilize the key features for managing your organizations efficiently.

Organization Selector​

The organization selector in the navigation bar is a crucial feature:

  • When an organization is selected, all information displayed in the app becomes specific to that organization.
  • This includes listings, Amazon accounts, brands, users, reports, and more.
  • It ensures that users only see and interact with data relevant to their organization.

Benefits of Organization Structure​

  1. Efficient Sub-Unit Management: Companies can organize different departments, branches, or business units as separate organizations.
  2. Granular Access Control: Permissions can be set at the organization level, restricting access to sensitive data.
  3. Data Segregation: Each organization's data is kept separate, enhancing security and reducing confusion.
  4. Streamlined Operations: Users can quickly switch between organizations to manage different aspects of the business.

Viewing and Managing Organizations​

The Organizations page displays a list of all organizations under your company account. Here you can:

  • View basic details like name, phone, country, city, and street for each organization.
  • Use the filter box to search for specific organizations.
  • Access detailed organization pages by clicking on an organization's name.

Organization Details Page​

Clicking on an organization name opens its details page with three important tabs:

  1. Details: View and edit basic organization information.
  2. Members: Manage users associated with the organization.
  3. Danger Zone: Access critical actions like deleting the organization.

Best Practices​

tip

Following these best practices will help you maintain a well-organized and secure structure within Flowin.AI, enhancing your overall experience and productivity.

  • Regularly review and update organization details to ensure accuracy.
  • Carefully manage member access to maintain security.
  • Use meaningful names for organizations to easily identify different business units or departments.
  • Periodically audit organization structures to ensure they align with your current business model.

Next Steps​