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How Organization Works in Reply
How Organization Works in Reply

Learn what an organization in Reply is, including setup, creating clients, and assigning roles and permissions for enhanced collaboration

Reply Team avatar
Written by Reply Team
Updated over a week ago

The Organization feature in Reply, available upon request, allows users to create multiple client groups (teams) within a single account.

This feature enables the customization of roles and permissions to meet specific needs. For each client group, it's possible to configure unique roles, toggle specific features, and invite users. This customization fosters a version of Reply that aligns with your organization's structure and goals, improving collaboration and operational efficiency.

Understanding Organizations in Reply

An organization in Reply serves as a centralized entity enabling the creation and management of multiple teams under a single account. It offers the flexibility to establish different work modes within the platform, allowing for seamless transitions between teams.

Upon registering for a Reply account with this functionality enabled, you are designated as the Organization Owner, positioning you at the apex of your organization's hierarchy. This role empowers you to oversee the creation and administration of teams, roles, and permissions across the organization.

Initially, an organization is equipped with a Default Team, comprising two roles: Team Lead and Team Member. You can adjust these initial settings, customizing teams and roles according to specific permission requirements.

To start working with your organization, or for organization management and customization, access the control panel by clicking your profile icon located in the upper right corner of the interface and selecting "Organization Management."

The Organization Management section provides a comprehensive toolkit for tailoring your organization to align with your operational needs and objectives.

Clients, Users, Roles & Permissions in Organization

On the Organization Management page, you can find three tabs to manage your organization:

  • Clients tab: This tab enables you to create and oversee teams within your organization, simplifying the process of team management.

  • Users tab: Through this tab, you can invite new users and manage existing ones within your organization, ensuring the right people have access to the necessary tools and information.

  • Roles & Permissions tab: This tab provides the tools to create and manage roles, along with the ability to assign specific permissions to these roles. It offers the flexibility to enable or disable permissions for the teams you've created, giving you precise control over access and capabilities within your organization.

What Are Clients?

Clients are groups of users or teams, that you can create based on your organization's requirements. To learn more about clients, and how to manage them in your organization, read this article.

What Are Users?

Each client group contains users that you can invite to the Reply platform and each user should be assigned to a certain role with a set of corresponding permissions to access the functionality of the Reply platform as well as view other users' data.

To learn more about users, and how to manage them in your organization, read this article.

What Are Permissions?

Permissions in the Reply platform are settings that determine what actions a user can perform or what functionalities they can access. Managing permissions effectively ensures that users have the appropriate access levels for their roles.

Permissions are organized into two categories: for organization roles and client roles. Client roles permissions include such groups of permissions:

  • Sequence

  • Contacts

  • Report

  • Tasks

  • Integrations

Each category lists permissions related to specific functionalities on Reply. You can enable or disable permissions for each role as needed. Actions not explicitly listed are generally permitted for all users.

Understanding Roles:

A role is a set of permissions that define what actions a user can take within a team. Roles are designed to align with organizational goals and can vary in their permission sets.

Default Roles:

  • Organization Owner: Has comprehensive control, including the ability to create and manage teams and roles, access all functionalities, and handle billing.

  • Team Lead: A team-specific role with permissions tailored to managing team activities according to assigned permissions.

  • Team Member: Also team-specific, this role is granted permissions for some specific operational tasks within the team.

The Organization Owner role is distinguished by a unique icon, underscoring its pivotal role in organization management.

Key Points for Organization Owners:

As an Organization Owner, you hold the highest level of permissions, including those related to billing. You can create roles at the organizational level and invite multiple administrators. It's important to assign team members to their respective roles once teams and permissions are configured. Note that a single user can be part of multiple client groups (teams) and roles, enhancing flexibility and collaboration.

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