An Organization groups your team's Applications, members, and billing. Your Unipile user account can belong to several organizations, with a different role in each.

Create or switch organizations

Open the user and organization menu at the bottom of the Dashboard sidebar.
Select Switch organization.
Choose an organization, or choose the create action and enter its name.

The organization creator becomes an Owner. Open an application in that organization to access its Members, Billing & Usage, and settings.

Free trial eligibility

Creating or joining an organization uses your eligibility for future free trials. A later organization you create may therefore require a subscription before you can use the API. See Billing for the eligibility rules and account limits.

Roles and permissions

Organization roles apply across its applications. Development and Production have different resource-management permissions; there is no separate per-application membership list.

Action	Member	Admin	Owner
View application resources	Yes	Yes	Yes
Link accounts and add webhook endpoints	Yes	Yes	Yes
Remove accounts; modify or delete webhooks; change Hosted Auth, OAuth, rate limits, or domain activation	Development only	Yes	Yes
Edit account metadata or available automatic proxy settings	Yes	Yes	Yes
Rename the selected application	Yes	Yes	Yes
Manage global and scoped Account API Keys	Development only	Yes	Yes
Manage Service API Keys	No	Yes	Yes
Manage Scopes	Development only	Yes	Yes
Create or delete applications	No	Yes	Yes
Invite members	No	Yes	Yes
Manage another member's role or remove them	No	Non-Owners only	Yes
Open organization settings and Billing & Usage	No	No	Yes

Members have read-only access to API Keys and Scopes in Production applications. Only Admins and Owners can create or revoke Service API Keys, including in Development.

An organization must retain at least one Owner. The Members screen does not offer actions to change your own role; ask another authorized member to manage it when needed.

Invite and manage members

Invite a teammate

Open an application in the target organization and choose Members.
Click Invite member.
Enter the teammate's email address and choose Member, Admin, or Owner.
Send the invitation.

The member appears as Pending until they accept. An existing member or pending invitation cannot be added a second time. An organization supports up to 50 members, including pending invitations.

Join an organization

Open the link in your invitation email, then sign in or register with that same email address. Accept the invitation to join the organization.

If the organization requires 2FA, configure it before accepting. If an invitation is invalid or has expired, ask an Admin or Owner to send it again.

Resend or cancel an invitation

On Members, open the pending member's actions menu:

Choose Resend invite to send another invitation email.
Choose Remove and confirm to cancel the pending membership.

Change a role or remove a member

Open another member's actions menu and choose Update role or Remove. Review the change and confirm it. Role changes are available after the invitation has been accepted.

Admins can manage non-Owners; Owners can manage other members, including Owners. The last Owner cannot be removed or demoted. To hand over responsibility, make another accepted member an Owner before having your own membership changed.

The 2FA column shows whether each registered member has enabled two-factor authentication. Check enrollment here before making it mandatory.

Leave an organization

Open Members, choose Leave organization, and confirm. You lose access to that organization's applications.

The Dashboard disables this action if you are an Owner or the only member. If you are an Owner, arrange for another Owner to change your role or remove your membership while preserving at least one Owner.

Rename the organization

As an Owner, open the user and organization menu, choose Settings, update the organization name, and save.

Enforce two-factor authentication

An Owner can require all members to enable 2FA:

Enable 2FA on your own user account.
Open the user and organization menu and choose Settings.
In Security, enable Enforce Two-factor authentication and confirm.

Members without 2FA are directed to configure it when signing in. The requirement also applies when accepting an invitation. Members cannot disable their personal 2FA while belonging to an organization that enforces it.

To remove the requirement, return to the same setting, switch it off, and confirm. Removing the organization policy does not turn off 2FA on members' user accounts.

Delete an organization

An Owner can open Settings → Danger zone, choose the organization deletion action, and confirm. Deletion removes the organization's applications and their associated resources, including connected accounts. It cannot be undone.

You cannot delete an organization while it has a current subscription. Cancel the subscription through Billing & Usage, wait until the current subscription period has ended, then retry.