Introduction
Your organization is the foundation of your Socialhose experience. It serves as the central hub where all your campaigns, data, team members, and subscriptions come together. Whether you're a small team or a large enterprise, understanding how to effectively manage your organization is crucial for maximizing the value you get from Socialhose.
This comprehensive guide will walk you through every aspect of organization management, from basic setup to advanced features like ownership transfer and team management.
Understanding Your Organization
What is an Organization?
In Socialhose, an Organization represents your company, agency, or team. It's the top-level container that owns:
All campaigns and keywords
All collected mentions and analytics data
Team members and their permissions
Subscription and billing information
Teams and their configurations
Every user in Socialhose belongs to at least one organization. When you first sign up, an organization is automatically created for you, and you become its owner.
Accessing Organization Settings
To access your organization settings:
Click your profile icon in the top right corner of the screen
Select Settings or Profile from the dropdown menu
Navigate to the Organization tab
The Organization tab provides an overview of your organization, including:
Organization name and description
Total member count
Number of teams
Current subscription status
Organization creation date
Member Management
Understanding Roles and Permissions
Socialhose uses a Role-Based Access Control (RBAC) system with four distinct roles:
Owner
The Owner has complete control over the organization:
✅ Full access to all features
✅ Manage billing and subscriptions
✅ Transfer ownership to another member
✅ Delete the organization
✅ All Admin permissions
Important: There can only be one Owner per organization.
Admin
Admins have broad management capabilities:
✅ Invite and remove members
✅ Change member roles (except Owner)
✅ Create and manage teams
✅ Edit organization settings
✅ All Member permissions
❌ Cannot access billing
❌ Cannot delete organization
Member
Members have standard access for daily work:
✅ Create and manage campaigns
✅ View all organization data
✅ Access analytics and reports
✅ Manage their own content
❌ Cannot manage other members
Viewer
Viewers have read-only access:
✅ View campaigns and mentions
✅ Access analytics dashboards
❌ Cannot create or modify content
❌ Cannot manage any settings
Permission Matrix
ActionOwnerAdminMemberViewerView content✓✓✓✓Create campaigns✓✓✓✗Manage campaigns✓✓✓✗Invite members✓✓✗✗Remove members✓✓✗✗Manage teams✓✓✗✗Edit org settings✓✓✗✗Manage billing✓✗✗✗Delete organization✓✗✗✗Transfer ownership✓✗✗✗
Inviting Members
How to Invite a New Member
Adding team members to your organization is straightforward:
Go to Settings → Organization
Click the Invite Member button
Enter the invitee's email address
Select their role:
Admin - For managers who need to oversee members and content
Member - For team members who create and manage content
Viewer - For stakeholders who need read-only access
Click Send Invitation
The invitee will receive an email with a unique invitation link.
What Happens After Sending an Invitation
Once you send an invitation:
Email Notification: The invitee receives an email containing:
Your organization name
Who invited them (your name)
Their assigned role
A unique, time-limited invitation link
Pending Status: The invitation appears in your member list with a "Pending" status
Expiration: Invitations expire after a set period for security
The Invitation Acceptance Process
When someone clicks the invitation link, they'll see an acceptance page with three possible scenarios:
Scenario A: Existing User, Already Logged In
If the invitee already has a Socialhose account and is currently logged in:
They see an "Accept Invitation" button
One click joins them to your organization
They're redirected to the dashboard immediately
Scenario B: Existing User, Not Logged In
If the invitee has an account but isn't logged in:
They see a "Log In to Accept" button
After logging in, they're redirected back to accept
The invitation is accepted automatically
Scenario C: New User
If the invitee doesn't have a Socialhose account:
They see a "Create Account & Join" button
A registration form appears with their email pre-filled
After entering their name and password:
Their account is created
They automatically join your organization
They're redirected to the dashboard
Handling Expired Invitations
If an invitation expires:
Go to Manage Members
Find the expired pending invitation
Remove the pending member
Send a new invitation
Seat Limits
Your subscription plan determines how many members you can have:
Each member (active or pending) uses one seat
When you reach your limit, the Invite Member button is disabled
You'll see a message: "Seat limit reached"
Solutions when at limit:
Remove inactive members to free seats
Upgrade your plan for more seats
Purchase additional seat add-ons
Managing Existing Members
Viewing Your Member List
To see all organization members:
Go to Settings → Organization
Click Manage Members
The member list displays:
Name and email of each member
Profile avatar
Current role (Owner, Admin, Member, Viewer)
Status (Active, Pending, Suspended)
Join date or invitation date
Invited by information
Filtering and Searching
Use the available filters to find specific members:
Search box - Find members by name or email
Role filter - View only specific roles
Refresh button - Update the member list
Changing a Member's Role
To change someone's role:
Find the member in the list
Click the three-dot menu (⋮) on their row
Select Change Role
Choose the new role from the dropdown
The change takes effect immediately
Note: You cannot change the Owner's role. To change who owns the organization, use the ownership transfer feature.
Removing Members
To remove a member from your organization:
Find the member in the list
Click the three-dot menu (⋮)
Select Remove Member
Confirm the removal in the dialog
What happens when you remove a member:
They lose access immediately
They cannot see any organization data
Their contributions (campaigns, etc.) remain in the organization
The seat becomes available for a new member
Team Management
What Are Teams?
Teams help you organize members into functional groups within your organization. For example:
Marketing Team
PR & Communications
Customer Support
Executive Leadership
Teams allow for more granular access control and better organization.
Creating a Team
To create a new team:
Go to Settings → Organization
Click Manage Teams
Click New Team
Enter the team details:
Name - A descriptive name (e.g., "Marketing")
Description - What the team is for (optional)
Click Create Team
Managing Teams
In the Teams management modal, you can:
View all teams with their member counts
Search for teams by name
Edit team name and description
Delete teams (with confirmation)
Adding Members to Teams
To add organization members to a team:
Click View Members on a team, or use the three-dot menu → Manage Members
You'll see current team members with their permission levels
Scroll to the Add Members section
Click Add next to an organization member
Select their team permission level:
Admin - Can manage team settings and members
Editor - Can edit team content
Viewer - Can view team content only
Team vs Organization Permissions
Important: Team permissions are separate from organization roles.
A user can have different permission levels:
Organization level: Viewer (read-only to the whole org)
Team level: Admin (full control within that specific team)
This allows for fine-grained access control where someone might have limited organization access but elevated permissions within their specific team.
Removing Team Members
To remove someone from a team:
Open the team's member view
Click the X button next to the member
They're removed from the team immediately
They remain in the organization (just not in that team)
Deleting Teams
To delete a team:
Click the three-dot menu on the team
Select Delete Team
Confirm the deletion
What happens:
All team memberships are removed
Members remain in the organization
The team is permanently deleted
Organization Settings
Accessing Organization Settings
Go to Settings → Organization
Click the Organization Settings button (gear icon)
General Settings
The General Settings tab includes:
Organization Name
The display name shown throughout the platform
Appears in emails, member lists, and invitations
This is a required field
Description
Optional text describing your organization
Useful for larger organizations with multiple teams
Helps new members understand the organization's purpose
Organization Information (Read-Only)
Created - When the organization was created
Members - Total member count
Teams - Number of teams
Owner - Current organization owner
Click Save Changes after making edits. A success message confirms the update.
Danger Zone (Owners Only)
The Danger Zone tab is only visible to organization owners and contains irreversible actions:
Transfer Ownership
Transfer full control to another member:
You become an Admin after transfer
The new owner gets full billing control
Select a member from the dropdown and confirm
Delete Organization
Permanently remove the organization:
Includes all campaigns, mentions, analytics, teams
Type the organization name to confirm
This cannot be undone
Transferring Ownership
When to Transfer Ownership
Common reasons to transfer ownership:
Leaving the company
Restructuring responsibilities
Passing leadership to a new team lead
Consolidating management
Prerequisites
Before you can transfer ownership:
You must be the current Owner
The new owner must be an active member (not pending)
At least one other member must exist in the organization
How to Transfer Ownership
Go to Settings → Organization → Organization Settings
Select the Danger Zone tab
Click Transfer next to "Transfer Ownership"
A modal appears with:
Warning about the implications
Dropdown of eligible members
Select the new owner
Click Transfer Ownership
Confirm the action
What Happens After Transfer
You become an Admin instantly
The new owner gets full control
Billing responsibility transfers immediately
No automatic notification is sent (inform them separately)
Important Considerations
Billing: The new owner becomes responsible for payments
Access: The new owner can remove you from the organization
Irreversible: You cannot reclaim ownership without their consent
Verification: Consider confirming with the new owner before transfer
Deleting Your Organization
Before You Delete
Warning: Deleting an organization is permanent and cannot be undone.
Consider these alternatives first:
Transfer ownership if passing to someone else
Cancel subscription if you just want to stop paying
Remove members if downsizing
Pause campaigns if taking a temporary break
Prerequisites
You must be the organization Owner
Back up any important data first
How to Delete Your Organization
Go to Settings → Organization → Organization Settings
Select the Danger Zone tab
Click Delete next to "Delete Organization"
Read the confirmation warning carefully
Type your organization name exactly as shown
Click Delete Organization
What Gets Deleted
❌ All campaigns and keywords
❌ All mentions and analytics data
❌ All team configurations
❌ Member access and permissions
❌ Mailing lists and webhooks
❌ All historical data
What Is NOT Deleted
✅ Individual user accounts (they still exist)
✅ Stripe subscription data (managed separately)
✅ Personal user data unrelated to your organization
After Deletion
Once deleted, the organization cannot be recovered. If you need the same structure, you would need to:
Create a new organization
Re-invite all members
Recreate all campaigns
Start collecting new data (historical data is lost)
Best Practices
For Organization Setup
Choose a clear organization name that represents your company or team
Add a description to help new members understand the purpose
Set up teams early to establish clear organizational structure
For Member Management
Use the principle of least privilege - give members only the access they need
Use Viewer roles for stakeholders who just need reports
Regularly audit your member list and remove inactive members
Clean up pending invitations that weren't accepted
For Security
Review who has Admin access periodically
Don't give Owner access unless absolutely necessary
Transfer ownership before an owner leaves the organization
Back up important data before any major changes
Frequently Asked Questions
Can I belong to multiple organizations?
Yes! Users can be members of multiple organizations. You can switch between organizations using the organization selector in the navigation.
What happens to a member's work if I remove them?
Their contributions (campaigns, settings, etc.) remain in the organization. Only their access is revoked.
Can I have multiple Owners?
No, each organization can only have one Owner. If you need multiple people with elevated access, make them Admins.
How do I know if someone accepted their invitation?
Check the member list. Their status will change from "Pending" to "Active" once they accept.
Can I re-invite someone I removed?
Yes, you can send a new invitation to a previously removed member at any time.
Getting Help
If you need additional assistance with organization management:
Visit our Help Center for more guides and FAQs
Contact Support through the Help page
Check our Video Tutorials for visual walkthroughs
Our support team is available to help you get the most out of your Socialhose organization.