A group of more than one Tackle account belonging to the same business is called an organization. This is most commonly used to separate several lines of business that all need to use Tackle, but want to keep distinct settings, reporting data and user access. Your Tackle administrator can manage users across the whole organization and can give access to new users for either a single account or all accounts in the organization.
The decision to set up Tackle for your business as either a single account or as a multi-account organization is usually made when your business first purchases and onboards with Tackle. If you want to add or remove Tackle accounts from your organization, contact your Tackle account manager to discuss updating your subscription plan.
Switch between accounts in your Tackle organization
In the left menu, click the name of the account you’re currently viewing. A Switch account pop-up opens.
Click the new account you want to view. The account you’re currently using is noted as “active.” If you have lots of accounts in your Tackle organization, you can use the search bar to find the right one.
You’re now viewing Tackle in the account you selected. The Tackle settings, reporting data, and users in each account can all be different. Make sure to set each one up to fit the needs of that line of business.
Manage users across different accounts in your Tackle organization
If you add a new user to Tackle with the User or Administrator role, that user will automatically be added to every account in your organization and receive the same permissions. However, if you first create a custom role and add a user to that new role, they will only receive access and permissions to accounts in your organization in which that role is active. Learn more about how to add or edit users in Tackle.