Zenovay Help Center

Scale Plan

Manage multiple organizations to separate different businesses, clients, or departments within your Zenovay account.

When to Use Multiple Organizations

Good Use Cases

Scenario	Why Separate
Agency with clients	Client data isolation
Multiple businesses	Separate billing
Departments	Different access needs
Subsidiaries	Legal separation
Dev/Prod environments	Risk isolation

Not Recommended For

Scenario	Better Alternative
Same company, same data	Use roles instead
Testing	Use separate website
Different projects	Use website labels

Organization Limits

Plan	Max Organizations
Free	1
Pro	1
Scale	5
Enterprise	Unlimited

Creating Additional Organizations

Step 1: Open Organization Switcher

Click organization name (top left)
Click "Create New Organization"

Step 2: Configure New Organization

Enter details:

Organization name
Organization slug (unique URL)
Default timezone
Currency

Step 3: Choose Plan

Each organization needs its own plan:

Start with Free
Upgrade as needed
Billing is separate

Step 4: Complete Setup

Add first website
Invite members (if any)
Configure settings

Switching Organizations

Organization Switcher

Click organization name to see dropdown:

┌─────────────────────────────────────────────────────┐
│ Organizations                                       │
│ ─────────────────────────────────────────────────── │
│                                                     │
│ ✓ Acme Analytics (current)                         │
│   Owner • Scale Plan                               │
│                                                     │
│   Client: TechCorp                                 │
│   Admin • Pro Plan                                 │
│                                                     │
│   Client: StartupXYZ                               │
│   Admin • Pro Plan                                 │
│                                                     │
│   Personal Projects                                │
│   Owner • Free Plan                                │
│                                                     │
│ ─────────────────────────────────────────────────── │
│ [+ Create New Organization]                         │
└─────────────────────────────────────────────────────┘

Quick Switch

Click desired organization
Dashboard updates immediately
Data is isolated per org

Keyboard Shortcut

Press Cmd/Ctrl + K then type org name to switch quickly.

Data Isolation

What's Separated

Each organization has its own:

Websites
Analytics data
Team members
Goals and funnels
Integrations
API keys
Billing

What's Shared

Across organizations:

Your user account
Login credentials
Personal preferences

Managing Multiple Organizations

Organization Dashboard

Enterprise Plan

View all organizations at once:

Go to Account → Organizations
See summary of all orgs
Quick access to each

Your Organizations

Organization       Plan       Websites   Members   Status
────────────────────────────────────────────────────────
Acme Analytics     Scale      12         8         Active
Client: TechCorp   Pro        3          5         Active
Client: StartupXYZ Pro        2          3         Active
Personal           Free       1          1         Active

Notifications Across Orgs

Configure how you receive notifications:

Per-organization settings
Aggregate daily digest
Priority organization alerts

Agency Setup

For Marketing Agencies

Organize clients:

Create organization per client
Add client team as members
Use white-label features
Separate billing

Client Onboarding

Quick client setup:

Create new organization
Name it "Client: [Name]"
Set up tracking
Invite client contacts
Configure permissions

Agency Dashboard

Scale Plan

View all client organizations:

Aggregate metrics
Quick health checks
Cross-client insights

See Agency Dashboard for details.

Billing Across Organizations

Separate Billing

Each organization:

Has its own subscription
Requires payment method
Generates separate invoices

Consolidated Billing

Enterprise Plan

Enterprise customers can:

Single invoice for all orgs
Central payment method
Volume discounts

Managing Payments

View all billing:

Go to Account → Billing Overview
See all organization subscriptions
Manage each separately

Roles Across Organizations

Role Independence

Roles are per-organization:

Owner of Org A, Viewer in Org B
Admin in Org A, no access to Org C
Completely independent

Example

John's Roles:

Acme Analytics:     Owner
Client: TechCorp:   Admin
Client: StartupXYZ: Admin
Personal:           Owner
R&D Project:        Viewer

Transferring Data Between Organizations

What Can Transfer

Item	Can Transfer
Websites	Yes (manual)
Historical data	No
Goals	No (recreate)
Members	No (re-invite)

Moving a Website

To move a website:

Remove from source org
Add same domain to destination org
Re-verify ownership
Historical data doesn't transfer

Deleting Organizations

Before Deleting

Consider:

All data permanently deleted
Members lose access
Cannot be undone
Export data first

How to Delete

Only owners can delete:

Go to Settings → Team tab
Click "Delete Organization"
Enter organization name to confirm
Confirm deletion

After Deletion

Organization removed immediately
Data deleted within 30 days
Billing stops
Members notified

Best Practices

Naming Convention

Use consistent naming:

[Company]: [Client] for agencies
[Company] - [Department] for internal
Clear, searchable names

Member Management

Grant minimum necessary access
Review quarterly
Remove when relationships end

Documentation

Keep records of:

Purpose of each org
Key contacts
Billing responsibility
Access policies

Troubleshooting

Can't Create More Organizations

If limit reached:

Upgrade to higher plan
Delete unused organizations
Contact sales for increase

Wrong Organization Active

If seeing wrong data:

Check organization switcher
Verify which org is selected
Click correct organization

Access Denied

If you can't access an organization:

Verify membership
Check role permissions
Contact organization admin

Multiple Organizations