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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

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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

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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.

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Managing a Sub-Organization

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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

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Management Dashboard

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

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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.)

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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.

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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.

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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.

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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.

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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

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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.