What is organization management?

Your organization is the central hub where your team collaborates on campaigns. Organization settings let you control the name, branding, and who has access. You can manage member roles, permissions, and billing details from one place.

Access organization settings

1. Click your organization name or logo in the top-left corner
2. Select Organization Settings from the dropdown menu
3. You'll land on the General tab by default

Only organization owners can access these settings. If you can't find this option, ask your workspace administrator.

Change your organization name

1. Go to Organization Settings > General
2. Click the name field and edit it
3. Click Save Changes

Your new name appears everywhere in Campaignly within a few seconds. Team members will see it updated immediately.

Manage team members

Add a member

1. Go to Organization Settings > Members
2. Click Invite Member
3. Enter their email address
4. Select their role (see roles below)
5. Click Send Invite

They'll receive an email invitation. They must accept it to join your organization.

Change a member's role

1. Go to Organization Settings > Members
2. Find the member in the list
3. Click the role dropdown next to their name
4. Select the new role
5. Click Confirm

Changes take effect immediately.

Remove a member

1. Go to Organization Settings > Members
2. Find the member
3. Click the three-dot menu next to their name
4. Select Remove from Organization
5. Confirm the action

Removed members lose access to all campaigns and projects. Their work remains in your account but they can't view or edit it.

Member roles explained

• Owner: Full access to settings, billing, and all campaigns. Can manage members and delete the organization.
• Admin: Can access all campaigns, manage members, and view organization settings. Cannot change billing.
• Manager: Can create and edit campaigns. Can invite team members to specific projects but cannot access organization settings.
• Contributor: Can work on assigned campaigns only. Cannot create campaigns or manage members.

Update billing information

1. Go to Organization Settings > Billing
2. Update your payment method, billing address, or email
3. Click Save Changes

Changes to your payment method take effect on your next billing cycle.

Important notes

• Ownership transfer: Contact support to transfer organization ownership to another member.
• Deleted organizations: You can delete your organization, but this action is permanent and removes all campaigns, contacts, and data.
• Member limits: Your plan determines how many members you can invite. Check your current plan under Billing.
• Email domains: Members must accept invitations within 7 days or the invite expires.

Need help managing your team? Reach out to support — we're happy to walk through any settings.