Owner
Controls the company account and top-level approvals.
Organization preview
Organizations are the account containers that tie users, products, modules, hosting, services, billing relationships, and support history together.
Organization layer
Licenses, users, services, hosting accounts, and software access should attach to a company record, not float around disconnected.
Customer profile, billing contact, technical contact, team members, active products, support lane, and account history.
Controls the company account and top-level approvals.
Manages assigned users, products, modules, and settings.
Employees, staff, portal users, or future customer users.
Services and support relationships stay connected to the account.
Next step
Once organizations are clean, licenses, products, services, and support all have a single home.