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Managing Multiple Organizations
Managing Multiple Organizations

Learn how to create and move between organizations.

Amanda Robinson avatar
Written by Amanda Robinson
Updated over a week ago

Why have multiple Organizations, you may be asking? There are a few reasons. Firstly, if you have multiple disparate data sources, you may be required to group your Topics and Opinions in a differ manner for each. As Topic and Opinion groups apply across the entire Organization you would need separate Organizations to accommodate this. Another example is if you have multiple clients and you need to track their data consumption separately; having multiple Organizations allows for this. 

Accessing Organizations

To access the Organization page click on the Organization icon on the Global navigation.

This page lists the Organizations you have access to by creation date. The Usage details can also be found here. If you select the Details button to the right, you will be taken to the Settings page of that organization. 

Moving between Organizations

You can toggle between different Organizations that you have access to using the dropdown that appears when you scroll over the Organization icon.

Creating an Organization

Note: This functionality is only available to certain partners. If you are interested in having multiple Organizations, please contact your Keatext Account Manager.

To create and Organization simply select the +Add Organization button at the top right of the screen, or, when you are on any page of the app, you can scroll to the Organization icon on the left of the screen, and on the bottom of the pop-up you will see +Add Organization. Once the new Organization has been created, you can add users on the Settings page

All of the information on the Organization Management page can be exported in CSV format to make your life easier. Because who likes writing reports anyway, right?

Learn about these topics in Keatext’s Learning Hub:

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