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Organizations and members

An Organization is the boundary around all of its data. No Organization can see another's campaigns, assets, templates, or members. This page is about running one: its profile, its people, and its channel connections. The Organization page holds these as three tabs (Profile, Members, Connections). Setting one up from scratch is a platform-admin job, covered in Administration.

What works today

Membership management, invites, roles, and the Organization profile and logo are all wired end to end. The Connections tab lists the channel connections read-only for any member (admins connect and manage them); see Channel connections. Archive, export, and delete are platform-admin operations, run from the admin console.

The Organization profile

Admins can rename the Organization and set its logo. The logo shows around the app, and falls back to a generated avatar when none is set. Members can view the profile; only admins can change it.

Members and roles

Every member has a role:

RoleCan
AdminManage the Organization, its members, and its setup
MemberDo the creative work
Read onlyView everything, change nothing

Admins manage the member list:

  • Invite someone by email. They get an invite email (sent best-effort, so a mail hiccup never blocks the invite itself).
  • Change a member's role.
  • Remove a member.

Klyo will not let you remove or demote the last admin, so an Organization can never be left with no one in charge.

Switching Organizations

If you belong to more than one Organization, you switch between them from your account. Each switch changes which Organization's data you are looking at, everywhere in the app.

Archive, export, delete

These are platform-admin actions, run from the admin organizations console (see Administration):

  • Archive an Organization to make it read-only without losing anything. Unarchive to bring it back.
  • Export a full JSON snapshot of the Organization's Klyo-side data (the file bytes in storage are not included).
  • Delete an Organization permanently, which unwinds its Klyo-side data.

What you can do today

  • Manage members: invite by email, change roles, remove.
  • Keep the last-admin guarantee.
  • Set the Organization name and logo.
  • Switch between the Organizations you belong to.
  • (Platform admin) archive, unarchive, export, and delete an Organization.

A Digitl product. This guide covers what is built today, not the full roadmap.