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Organization

What is an Organization?​

An Organization is your specific company, department, or division's dedicated space within the platform. Think of it as your own "office suite" with your branding, users, billing, and coaching services all customized for your needs.

Why Does It Matter?​

Organizations are crucial because they:

  • Keep your data separate - Your information stays private and secure within your organization
  • Enable custom branding - Your space looks and feels like your company
  • Manage your users - Control who has access and what they can do
  • Track your usage - See how your team is using the coaching services
  • Handle your billing - Manage subscriptions and payments for your group

Real-World Example​

Let's say you work for "TechInnovatie B.V.":

  • Organization Name: "TechInnovatie B.V."
  • Route Path: "techinnovatie" (makes your URL: platform.com/techinnovatie)
  • Your Users: All TechInnovatie employees who use coaching
  • Your Branding: TechInnovatie logo, colors, and assistant name
  • Your Services: Career coaching, leadership development, wellness coaching

Key Information Stored​

Every Organization contains:

InformationWhat It MeansExample
Organization IDUnique identifier for your organization"TECH001"
Organization NameYour company/department name"TechInnovatie B.V."
Route PathYour custom URL path"techinnovatie"
Portal ConnectionWhich main platform you belong toLinks to "EuroTech Coaching Portal"
Legacy Company IDConnection to existing systemsLinks to your HR system
Default DialogYour main coaching conversation setupInitial coaching session config
Creation DateWhen your organization joinedAccount history tracking

What Your Organization Includes​

When you have an Organization, you get:

🎨 Branding Configuration​

  • Your logo and colors
  • Custom assistant name
  • Personalized themes
  • Privacy and terms links

💰 Billing Details​

  • Subscription management
  • Payment information
  • Usage tracking
  • Billing contacts

👥 User Management​

  • Employee access control
  • Role assignments
  • User permissions
  • Activity monitoring

🎯 Service Access​

  • Available coaching types
  • Service configurations
  • Request tracking
  • Progress monitoring

Common Scenarios​

New Organization Setup​

When you first join the platform:

  1. Your Organization is created with basic information
  2. Branding is configured to match your company
  3. Billing details are set up for your subscription
  4. Initial users are added and given appropriate access
  5. Coaching services are configured for your needs

Daily Usage​

Your employees experience:

  • Login using your custom URL (platform.com/techinnovatie)
  • See your company branding throughout
  • Access coaching services you've subscribed to
  • Get help from your branded AI assistant
  • View content tailored to your organization

Common Questions​

Who manages our Organization?​

Typically your HR manager, IT administrator, or designated platform administrator within your company.

Can we have multiple Organizations?​

Yes! Large companies often have separate Organizations for different departments, regions, or subsidiaries.

How do users access our Organization?​

Users access your Organization through your custom URL path or by selecting your organization when they log in.

Can we change our Organization settings?​

Yes, authorized administrators can update the organization name, branding, user access, and other settings.


Next: Learn about Branding Configuration - how to customize the platform's look and feel for your organization.