Organizations Guide
Grouping domains, setting automation levels per organization
Organizations
Organizations let you group related domains together. Each organization can have its own automation level, making it easy to manage multiple clients or business units with different policies.
Organization Cards
Each organization is displayed as a card showing the organization name, description, number of domains, and current automation level badge. Click a card to view or manage its domains.
Creating an Organization
- Click the Create Organization button.
- Enter a name and optional description.
- Select an automation level (or leave it to inherit the account default).
- Add domains to the organization.
Automation Level Inheritance
Automation levels cascade from general to specific. The most specific setting always wins:
| Level | Scope | Overrides |
|---|---|---|
| Account Default | All domains without a more specific setting | — |
| Organization | All domains in the organization | Account Default |
| Domain | Single domain only | Organization and Account Default |
Managing Domains
- Adding domains — Open the organization and use the Add Domains control to assign domains.
- Removing domains — Click the remove button next to a domain. The domain reverts to the account default automation level.
- Editing — Update the organization name, description, or automation level at any time.
- Deleting — Removing an organization does not delete its domains. They revert to the account default.
Tip
Organizations are ideal for MSPs managing multiple clients. Group each client's domains into an organization and set the automation level per client — conservative clients can stay on Manual while others run on Autopilot.