Understanding Organizations
An organization is the top-level container for your Data Mission Sync account. It holds all your profiles, manages billing, and controls user access. When you first sign up, an organization is created for your company and you become its administrator.
Each user has a single organization that represents their company or team's data. You cannot create additional organizations — one organization per customer ensures clear data ownership and simplified billing.
Accessing Multiple Organizations
While you can only create one organization, you may have access to additional organizations if you've been invited by other administrators. This is common for:
• Consultants who work with multiple clients, where each client maintains their own organization
• Managed service providers supporting several customer environments
• Contractors who need temporary access to a client's organization
When you belong to multiple organizations (through invitations), an organization switcher appears in the navigation menu allowing you to switch between them. Each organization has its own profiles, billing, and member list that are completely separate.
| 💡 Note: You are always the administrator of your own organization. Your role in other organizations depends on what role the inviting administrator assigned to you. |
Member Roles
Each member is assigned one of the following roles that determines their permissions within the organization:
| Role | Description |
| Administrator | Full access to all organization features including billing, member management, profile creation and configuration, and all sync operations. Can invite and remove members. |
| Operator | Can manage profiles, configure sources and targets, run synchronizations, and view run history. Cannot access billing or manage organization members. |
| Billing (Reader) | View-only access to profiles, run history, and dashboard, plus access to the billing section to view invoices and manage payment methods. Useful for finance team members who need to handle payments but don't need to configure synchronizations. |
| Reader | View-only access. Can view profiles, run history, and dashboard but cannot make changes, trigger synchronizations, or access billing. |
| 💡 Tip: The Billing (Reader) role is ideal when the person who sets up the trial or manages synchronizations is not the person who handles company payments. Invite your finance or accounts payable contact with this role so they can manage billing without needing full administrative access. | |
Member Status
The Status column indicates the current state of each member's invitation or access:
| Status | Description |
| Accepted | The user has accepted their invitation and has active access to the organization. |
| Pending | An invitation has been sent but the user has not yet accepted. Invitations expire after 7 days. |
| Expired | The invitation was not accepted within 7 days, or the member's access expiry date has passed. |
Inviting Members
To invite a new member to your organization:
1. Navigate to Organization Members in the left menu
2. Click 'Invite New User'
3. Enter the person's email address
4. Select a role from the dropdown: Reader, Billing (Reader), Operator, or Administrator
5. Optionally set an expiry date for their access
6. Click 'Send Invite'
The invited user will receive an email with instructions to accept the invitation. Invitations automatically expire after 7 days if not accepted.
Managing Members
Use the Actions column to manage existing members:
• Edit (pencil icon): Change the member's role or update their access expiry date
• Delete (trash icon): Remove the member from the organization
When a member is removed, they lose access immediately and can no longer sign in to this organization. Their user account remains intact if they belong to other organizations.
Access Expiry
The Expires column shows when a member's access will automatically end:
• Indefinite: The member has permanent access until manually removed
• Specific date: Access automatically expires on this date
Temporary access is useful for contractors, auditors, or trial periods. When access expires, the member can no longer sign in until an Administrator extends their access by editing their membership.