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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).

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General

View and edit your organization name. This is the display name used across organization-level settings pages.

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Admin team

The Admin Team page 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 data repository

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Adding a member

Click Add member to invite someone to the admin team:
  1. Enter their email address
  2. Choose company access: All companies or Selected companies
  3. If selecting specific companies, pick which ones from the list
They will receive an invitation email with a link to join. If they already have an account, they are added immediately.

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Removing a member

Click the remove action on a team member row. You can choose to:
  • Remove from organization only — they keep access to any companies they were assigned to
  • Remove from organization and all companies — revokes all access
You cannot remove yourself from the admin team.

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Billing

Review subscription details and invoice history.
SectionDescription
Billing detailsPayment method, plan, billing email, and Stripe customer details
Current usageCurrent-period usage counts and estimated total
InvoicesPast invoices with quick links to related data repository filters
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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API keys

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

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Creating a key

When creating a new API key, configure the following:
FieldDescription
NameA descriptive label for this key (e.g., “Production Integration”)
EnvironmentWhether this key targets sandbox or production
ExpirationWhen the key should automatically expire

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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.
API key settings appear only for workspaces that have developer docs and native API access enabled.

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Data Repository

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

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White label

Customize customer-facing branding for magic-link experiences.
SettingDescription
Company nameDisplayed in branded link pages
Brand colorUsed for key accents and buttons in branded pages
Logo URLLogo shown in the white-label preview and branded pages
Use the preview card to validate your settings before saving.

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FAQ

Yes. You can create separate keys for different environments (sandbox vs. production) 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 unarchive it at any time from the Companies tab.