Organization Management gives a consolidated view of every client account in your organization. From a single screen you can review each account's subscription and billing, payment methods, processors, products, and campaigns — without switching accounts.
Step 1: Open the Organizations list
In the left sidebar, go to Administration.
Click Organizations.
The list shows one row per account with the following columns:
Name — the account name.
Client ID — the unique identifier of the account.
Subdomain — the account's subdomain.
Status — the account status (for example, Active, Trial, Suspended, or Paused).
Date Created — when the account was created.
Actions — opens the account details.
Use the search box in the top-right to filter the list by name, client ID, or subdomain.
Step 2: Open an account's details
Click the account Name, or click the actions icon at the end of the row. A detail window opens with five tabs:
Summary — the current plan, billing interval, and billing period dates, plus status flags (Active, Sandbox, Recurring, Agency) and the account's saved payment methods.
Transactions — the subscription payment history, with Date, Transaction ID, Plan, Amount, Card, and Status for each charge.
Processors — the account's payment processors, with Name, Gateway, Type, and Status.
Products — the products configured in the account, with ID, Product name, and Price.
Campaigns — the account's campaigns, with ID, Campaign name, Domain, and Status.
Step 3: Add a payment method to an account
Open the account and stay on the Summary tab.
Under Payment Methods, click Add Card.
Fill in the card details in the Add Payment Method window and save.
The new card is added to that account's payment methods.
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