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An organization is the top-level container in AdAdvisor. It holds your businesses, team members, and subscription.

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Viewing your organization

Go to Settings > Organization to see your current organization details.
Organization settings

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Editing the organization name

Click the pencil icon next to your organization name to rename it. Click the checkmark to save, or the X to cancel.

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Team members

The Organization page shows a table of everyone in your organization with their:
  • Email address
  • Role (Admin or Member)
  • Date they joined

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Roles

RolePermissions
AdminFull access. Can edit businesses, manage team members, change subscription, generate recommendations, and manage integrations.
MemberRead access to the dashboard and Ads Manager. Can view recommendations but can’t edit businesses or manage the team.
The person who created the organization is automatically an Admin.

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Inviting team members

1

Click 'Add Member'

On the Organization page, click the Add Member button to open the invite dialog.
2

Enter their email and a temporary password

Fill in the new member’s email address and a temporary password. The system creates their account and adds them to your organization.
Add member dialog
3

Share the credentials

Let the new team member know their email and temporary password so they can log in.
New team members should change their password after their first login by going to Settings > User Profile > Change Password.

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Switching between organizations

If you belong to multiple organizations, use the organization dropdown in the sidebar to switch. Changing organizations updates everything in the app to reflect that org’s businesses, data, and team.
Last modified on February 28, 2026