An organization in Reply is available upon request and is designed for teams or agencies that manage outreach for multiple clients. It lets you create separate workspaces, assign roles, and control permissions – all within a single account.
Organizations help you keep everything structured across teams, manage visibility and access, and collaborate smoothly with clearly defined roles.
When your organization is created, you become the organization owner. This means you can:
Create and manage workspaces (client groups)
Invite users and assign roles
Define what each user can access or edit through permissions.
💡 To open your organization settings, click your profile photo → Organization.
Organization page overview
The Organization page includes three tabs:
Workspaces tab – Create and manage teams or client groups.
Users tab – Invite new users or manage existing ones in your organization.
Roles & Permissions tab – Create custom roles and assign specific permissions for each team.
Each section helps you organize your teams, manage access, and maintain clear collaboration.
Workspaces
Workspaces are separate groups within your organization – for example, individual clients, teams, or projects.
Each workspace can have its own users, roles, and settings.
👉 Learn more about how to create and manage workspaces in this article.
Users
Users are the people you invite to join your organization.
Each user must be assigned to a role that determines what they can do in Reply and what data they can access.
👉 Learn more about managing users in your organization here.
Roles & Permissions
Roles define what actions users can take, while permissions determine which features or data they can access.
You can create custom roles for your teams and adjust permissions to fit their responsibilities.
There are three types of roles in an organization:
Organization Roles – control access and settings across the entire organization, such as billing, workspace management, and inviting new users.
Team-wide Roles – apply the same set of permissions to a user across multiple workspaces at once. Best for roles like account managers or senior SDRs who work with several client teams.
Workspace Roles – define what users can do within a single workspace. Changes in one workspace don't affect others.
💡 Tip: Use Team-wide Roles if you need to give someone identical permissions in several workspaces. For smaller teams or one-off access adjustments, use Workspace Roles instead.
You can enable or disable permissions for each role as needed.
👉 See this article to learn more about assigning roles & permissions.
Default roles
Each organization starts with a Default Team that includes two workspace roles – Team Lead and Team Member, in addition to the Organization Owner. You can adjust them or create new roles and teams as needed.
Here's a quick overview of the three main roles:
Organization Owner – Full access to all features, including team creation, role management, and billing.
Team Lead – Can manage team activities and members based on assigned permissions.
Team Member – Has limited access, focusing on operational tasks within their team.
💡 The organization owner is automatically part of every workspace and cannot be removed.
Key notes for organization owners
You can invite multiple members and create custom roles.
A user can belong to more than one workspace and have different roles in each.
When setting up new teams, make sure to assign users to the right roles for clarity and access control.
If you'd like to try the agency version, talk to our team here.