e-satisfaction

Organizations & workspaces

Three concepts shape how access and data are organized in e-satisfaction: your account, your organization, and the workspaces inside it. They nest like a set of boxes.

Your account

Your account is you — your name, email and password. You sign in once and that single account works across every product through single sign-on. Your account is personal: it isn't tied to one company, which is what lets you belong to more than one organization at a time.

Manage your account — profile, password, security and notifications — under Identity & Account.

Organizations

An organization represents a company or brand on the platform. It owns the subscription, the billing, the people, and all the feedback data. Most settings in the Admin Panel apply at the organization level.

If you work with more than one organization, you can move between them without signing out — see Switching organizations. Everything you see at any moment belongs to the one organization you currently have selected.

Workspaces

Inside an organization, data is divided into workspaces. A workspace is an isolated container — feedback, surveys, campaigns and access are tracked separately in each one.

Workspaces let you mirror how your business is actually structured:

  • A retail chain might use one workspace per store or region.
  • A larger company might split workspaces by department, product or service line.

Many features — surveys, segments, campaigns, messaging pipelines and alert rules — are scoped to a workspace, so you'll often pick a workspace first before you work. Administrators create and manage workspaces in Admin → Workspaces & users.

How the pieces nest

Account (you) → belongs to one or more Organizations (companies) → each divided into Workspaces (stores, departments, brands). You always act within one organization and, for many tasks, one workspace at a time.

Roles & access

Within an organization, people are given roles that decide what they can see and do. Roles can be set at the organization level and per workspace, so a teammate might administer one store while only viewing another. Owners hold the highest level of control, including billing and ownership transfer.

Learn more in Workspaces & users.

Where to go next