Being part of multiple organizations.
As an agency you might find yourself in the position where you need to be part of several organizations in order to keep your customers’ data separate. With Falcon, you are able to do just that.
STEP 1: SETUP YOUR ACCOUNT
As an agency it might make sense to create a holding organization in which all your agency users are created.
In order to be part of several organizations, you first need to send a request to Falcon to setup the organizations that you need. You can do so by reaching out to your Customer Success Manager; make sure you include the following information:
1. Name of agency organization
2. Name and email of agency organization administrator
3. Names of organizations which the agency represents
4. Name and email of additional administrators
Once Falcon has completed setting up your organizations, you will be invited to join them.
STEP 2: SWITCH BETWEEN ORGANIZATIONS
Once you are part of multiple organizations, you will be able to see and switch between organizations you are part of by going to Profile Settings (click on your avatar) – organizations option.
Note, the organization switcher dropdown is only visible if your user is part of multiple organizations.
STEP 3: INVITING OTHERS
If you are an administrator of various organizations, you can invite other users to them.
The flow is the same as inviting new users. The invited users will be notified of the invite by email.
If the user is already part of Falcon they will receive an invitation email saying that they have been invited to said organization.
STEP 4: DELETING INVITED USERS
Deleting an invited user only removes the user from that organization. Deleting a user from their original organization will remove the user from Falcon along with all the organizations that the user was invited to.
If you require further assistance, please reach out to us in-app or via firstname.lastname@example.org.