Organization

In your Organization, you can manage the individual users in your CMS, create groups and invite members, build custom contact lists, and configure AI Agents.

There are four main sections in your Organization. Each can be accessed using the left navigation:

Organization nav group: Users, Groups, Contacts, Agents

Name Description
Users View, manage, and invite users to your CMS.
Groups Create groups, add members to your group, and manage their roles and permissions.
Contacts View, manage, add, and update contacts in your CMS.
Agents Create and configure AI Agent workspaces that can act on your CMS.