Skip to main content
Sub-Organizations require a Business or Enterprise plan. View plans
Sub-Organizations let you create separate workspaces under your main organization. Each sub-organization operates independently with its own members, billing, assistants, and settings, while you maintain oversight and control from the parent organization. This is ideal for agencies managing multiple clients, businesses with separate departments, or teams that need isolated workspaces under a single umbrella.
Sub-Organizations List

​
Creating a Sub-Organization

  1. Go to Settings → Sub-Organizations (useinvent.com/o/settings/sub-organizations)
  2. Click + Create Sub-organization in the top right
  3. Enter an Organization Name
  4. Choose which Features to enable for this sub-organization:
    • Workflows: Allow the sub-organization to create and use workflows
    • Broadcasts: Allow the sub-organization to send broadcasts
    • Allow Overdraft: Allow the sub-organization to spend beyond its balance
    • Other features available to your parent plan
  5. Click Create Sub-organization
Only features available to the parent organization can be delegated to sub-organizations.
Create Sub-organization

​
Sub-Organizations List

The Sub-Organizations page displays all your sub-organizations in a table with:
ColumnDescription
NameThe sub-organization’s name
PlanThe subscription plan (e.g., Pay As You Go)
BalanceCurrent available balance
MembersNumber of members in the sub-organization
Each sub-organization has a Manage button and a three-dot menu with quick actions.

​
Managing a Sub-Organization

​
Quick Actions Menu

Click the three-dot menu (⋮) next to any sub-organization to access:
  • Invite Member: Send an invitation to join the sub-organization
  • Join as: Switch into the sub-organization as a specific role (Admin, Developer, Manager, or Agent)
  • Manage Features: Toggle which features are available
  • Members: View and manage the sub-organization’s members
  • Domains: Configure custom domains for the sub-organization
  • Customization: Set branding for the sub-organization
  • Billing: View the sub-organization’s billing summary
  • Detach Organization: Remove the sub-organization from your parent organization

​
Management Dashboard

Click Manage on a sub-organization to open its management dashboard. The dashboard has four tabs:

​
Overview

Displays usage statistics for the sub-organization:
  • Total Spend: Amount spent in the selected period
  • Total Credits: Credits consumed in the selected period
  • Date Range: Filter by time period (Last 7 days, Last 30 days, etc.)

​
Members

View and manage the sub-organization’s team members. From here you can:
  • Click Invite Member to add new members
  • View each member’s Name, Email, Role, and Status
  • Assign roles: Admin, Developer, Manager, or Agent
When inviting members to a sub-organization, the same roles are available as in the parent organization. Members with the Manager or Agent role will receive a whitelabeled invitation email branded with the sub-organization’s name and branding.

​
Billing

View a billing summary for the sub-organization, including:
  • Subscription: The current plan
  • Available Balance: Current credit balance
  • Payment Method: The payment method on file
  • Auto-recharge: Status and configuration
  • Monthly Spending Limit: Set a cap on monthly spend for the sub-organization
  • Payment History: Past transactions with type, amount, and date
This is a billing summary view. For full billing management, switch to the sub-organization directly using the Go to Billing link.

​
Manage Features

Toggle which features are available to the sub-organization. This lets you control access to capabilities like Workflows, Broadcasts, and other features on a per-organization basis.

​
Switching Between Organizations

Use the organization switcher in the top-left corner of the sidebar to switch between your parent organization and any sub-organizations. The switcher displays:
  • Your parent organization (with plan badge)
  • All sub-organizations nested underneath (indicated by the ↳ icon)
You can also switch into a sub-organization with a specific role using the Join as option from the quick actions menu.

​
Viewing Usage Across Organizations

Click View Usage in the top right of the Sub-Organizations page to see aggregated usage across all sub-organizations. The usage dashboard shows:
  • Total Spend and Total Credits across all organizations
  • Date Range filter
  • Per-organization breakdown with individual Credits and Spend

​
Detaching a Sub-Organization

To remove a sub-organization from your parent:
  1. Click the three-dot menu (⋮) next to the sub-organization
  2. Select Detach Organization
  3. Confirm the action
Detaching a sub-organization makes it fully independent. It will no longer appear under your parent organization or share any resources.