Scale to Win

Organization Owners have access to all subaccounts in your account. To add new Organization Owners, navigate to “Organization Settings” > “People”.

Image above: To add and manage Organization Owners, navigate to the People page of your Organization Settings.

Note: You’ll add Admins and Texters on the “People” page of the subaccount they need to access. Learn more about user access levels here. 

Invite an Organization Owner

Click on the Invite User button to see a pop-up like this: 

Image above: To invite an Organization Owner, add their full name and email to the pop-up and click "send invite".  

Once you add an Organization Owner, they’ll get an email invitation with instructions to set up their account. 

For security reasons, Scale to Win staff can only add account signers and the primary contacts for your organization as Organization Owners. 

See Invited and/or Active Organization Owners

Organization Owners remain in "Invited" status until they set up their account. Once they've followed the steps, they're "Active".

To see who is still in "Invited" status, use the "User Status" dropdown.

Image above: Sort users by "Invited" or "Active" status with the "User Status" dropdown.

Remove an Organization Owner

To deactivate an Organization Owner, click the trash can icon in their row.