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Need help in this area? See Settings FAQ.
Navigate to Settings > Organization to manage settings that apply across all companies in your organization. The Organization section is only visible to users who belong to an organization (billing profile). Organization settings has three destinations: General, Developer (when enabled), and Data Repository.

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General

Open Settings > Organization > General. This page includes organization identity, the admin team, and billing.

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Organization identity

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Admin team

The Admin team card lets you manage who has organization-level access. Admin team members can:
  • Create and manage companies
  • Access billing and invoices
  • Configure white-label branding
  • Manage API keys and the data repository

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Adding a member

Click Add organization member:
  1. Enter their email address
  2. Optionally set an invitation expiry
They receive admin access to all companies in the organization (including any companies you add later). There is no selected-companies picker. They will receive an invitation email with a link to join. If they already have an account, they are added immediately. For company Admin, Editor, Viewer, or Site-only roles, use Settings > Company > Members instead.

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Removing a member

Click the remove action on a team member row. You can choose to:
  • Demote to company admin — keep company admin access; drop organization settings access
  • Remove all access — revoke organization and company access
You cannot remove yourself from the admin team.

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Billing

Review subscription details and invoice history on the same General page. Click Manage billing to open the Stripe billing portal where you can update payment methods, view detailed invoices, and manage your subscription.

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Developer

Open Settings > Organization > Developer when your workspace exposes developer tools. This page includes webhooks, API keys, and white-label branding.

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API keys

Create and manage API keys for programmatic access to the platform.

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Creating a key

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Managing keys

  • Copy a key value immediately after creation (it won’t be shown again)
  • Delete keys that are no longer needed
  • Keys are scoped to your organization and work across all companies
See the API Reference tab for endpoint documentation, and check out the Developer guide for step-by-step integration guides.
Developer settings (including API keys) appear only for workspaces that have developer docs and native API access enabled.

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White label

Customize customer-facing branding for invitation experiences from the White label section on Developer. See White label for field details and setup.

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Data Repository

The Data Repository gives you a cross-company view of your organization’s data. Use the mega panel in the sidebar to navigate between sections:
  • Connections — all utility account connections across every company
  • Accounts — all utility accounts across every company
  • Meters — all meters across every company
  • Bills — all bills across every company
  • Companies — all companies in your organization with status, type, and quick actions (switch, open settings, archive)
Billing tables can deep-link into filtered Data Repository views for specific invoice periods.

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FAQ

Yes. You can create separate keys for different environments (Production vs Development) or different applications. Each key can have its own name and expiration date for easy management.
Create a new key, update your integration to use the new key, verify everything works, then delete the old key. This ensures zero downtime during rotation.
Any organization admin can add or remove members from the admin team. You cannot remove yourself.
Archiving a company sets it to inactive. It remains in the Data Repository but is hidden from the company switcher. You can restore it from Settings > Company > General or from the Data Repository Companies tab.