Sub-Organizations

Sub-organizations let you run separate workspaces under one parent organization. Each sub-org has its own members, its own assistants, its own branding, and optionally its own domain and billing. You keep oversight from the parent. This is the setup agencies use for each client, and the setup larger companies use for each business unit or brand.

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Creating a Sub-Organization

1. Go to Settings → Sub-Organizations.
2. Click + Create Sub-organization in the top right.
3. Enter an Organization Name.
4. Click Create Sub-organization.

Everything else (branding, domain, modules, spending cap) is configured after creation from the sub-org’s management dashboard.

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The Sub-Organizations List

The list shows every sub-org you belong to or manage from the parent. Each row has a ⋮ quick-actions menu on the right.

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Quick Actions Menu

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View Usage Across Sub-Organizations

Click View Usage at the top of the Sub-Organizations page to see aggregated spend and credits across every sub-org, with a date-range filter and a per-org breakdown.

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The Management Dashboard

Click any row in the Sub-Organizations list to open that sub-org’s management dashboard. You can also jump straight into a specific tab from any item in the row’s ⋮ quick-actions menu. The dashboard has six tabs: Overview, Members, Customization, Domain, Modules, Billing. The header shows the sub-org’s name, its plan badge, its current balance, and a Custom Domain indicator when a domain is configured. A back arrow in the top-left returns you to the list. The Go to Organization button in the top-right switches you into the sub-org as a member so you can use it like any other workspace.

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Overview

A usage dashboard scoped to this sub-org: Total Spend, Total Credits, a daily usage graph, and a Usage by Event Type breakdown. Filter by Last 7 days, Last 30 days, and other preset ranges.

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Members

Invite and manage the sub-org’s team members. Each member has a Name, Email, Role, and Status. Members take the same roles as in the parent organization: Admin, Developer, Manager, and Agent. A user can belong to multiple sub-orgs at once with a different role in each. They switch between them using the organization switcher in the top-left of the sidebar. Invitation emails for this sub-org are branded from this sub-org’s own Customization and Domain, not the parent’s. See Whitelabel for sub-organizations for the branding flow.

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Customization

The sub-org’s own branding: logo, organization name, contact email, address, terms of service, and privacy policy. These values are used on the sub-org’s branded emails, portals, and sign-in screen. The sub-org does not inherit the parent’s logo, name, or contact info. For field-by-field details and the end-to-end branding flow, see Whitelabel for sub-organizations.

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Domain

Each sub-organization has its own custom domain tab. A sub-org’s invitation links and emails only become branded once this sub-org has its own verified domain, independently of the parent. The setup is identical to the parent’s domain setup (add hostname, add CNAME, verify). For the full flow, DNS specifics, and the wildcard shortcut for agencies with many sub-orgs, see Whitelabel → Domain and Wildcard for agencies.

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Modules

Modules control which sections of the product are visible in this sub-organization’s sidebar. Disabled modules are hidden from the sidebar and return a not-available placeholder if visited directly. Modules only apply to sub-organizations. The parent organization always has every module it pays for available.

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Show credits balance

At the bottom of the Modules tab is a Show credits balance toggle. This changes the usage indicator shown in the sub-org’s sidebar.

• Off (default): the sidebar shows a Balance in dollars, like $18.10.
• On: the sidebar shows a Usage percentage, like Usage 6%, based on the sub-org’s monthly spending limit. No dollar amounts are exposed to members.

This is the recommended setting when clients sign in to a sub-org you manage on their behalf and you don’t want them to see raw dollar amounts.

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Billing

Controls how this sub-organization pays for usage and where its credits come from.

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Consolidated Billing

Consolidated Billing is the single most important control here. It decides who pays for this sub-org.

• Enabled (default): usage charges are billed to the parent organization. The sub-org draws from the parent’s credit pool. No separate subscription, no separate payment method. This is the standard agency setup.
• Disabled: the sub-org has its own billing: its own subscription, its own payment method, and its own plan. Usage is no longer deducted from the parent. Use this if you want a client to pay Invent directly, or if the sub-org is essentially an independent tenant.

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Monthly Spending Limit

Cap how much this sub-org can spend per billing cycle. Once the cap is hit, billable operations pause until the limit is raised or the cycle resets. Combine the cap with the Show credits balance toggle on the Modules tab to give members a clean percentage indicator instead of a dollar balance.

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Other Billing Controls

The rest of the tab mirrors the parent’s billing page, scoped to this sub-org:

• Subscription: the sub-org’s current plan (relevant when Consolidated Billing is disabled).
• Available Balance: the credit balance assigned to this sub-org.
• Payment Method: card on file (only used when Consolidated Billing is disabled).
• Auto-recharge: automatic top-ups when the balance drops below a threshold.
• Payment History: past transactions for this sub-org only.

To add balance, change the plan, or edit payment methods, click Go to Billing to switch into the sub-org and open its full Billing page.

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Switching Between Organizations

Use the organization switcher in the top-left of the sidebar to hop between your parent and any sub-org you belong to. The switcher shows:

• The parent organization with its plan badge
• All sub-orgs nested underneath (marked with a ↳ icon)

From the sub-organizations list, Change My Role → Admin / Developer / Manager / Agent lets you switch your own role inside a given sub-org. Change My Role → Leave removes you from it.

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Detaching a Sub-Organization

Detaching makes a sub-organization fully independent. It disappears from the parent’s list and no longer shares any resources.

1. Click ⋮ on the sub-org row.
2. Select Detach Organization.
3. Confirm.

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FAQ

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Next Steps