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Organizations

When you upgrade from a personal (Explore) plan to a Team, Visionary, or Enterprise plan, you’re prompted to create an organization. An organization contains all of the credits, members, API keys, and settings for the plan. You can create multiple organizations, and you can be invited to multiple organizations. Organizations and members are managed at https://va.landing.ai/home.
The Explore plan does not have the concept of organizations or members. To share credits with others, upgrade to a Team, Visionary, or Enterprise plan.

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Switch to a Different Organization

You can toggle between your personal (Explore) plan, any organizations you’ve created, and any organizations you’ve been invited to. To switch to a different organization:
  1. Log in to https://va.landing.ai/home.
  2. Click your profile icon at the bottom left corner of the page.
  3. Click the name of the organization you’re currently in.
  4. Select the organization you want to open.

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Change the Organization Name

Members with the Admin role can change the organization name. To change the organization name:
  1. Log in to https://va.landing.ai/home.
  2. Go to the Organization Settings page (to navigate there manually, click your profile icon at the bottom left corner of the page and click Organization Settings).
  3. Enter the new name in the Organization name field.
  4. Click Save.

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Organization ID

Each organization has an Organization ID, which is a unique identifier. You do not need to include the Organization ID when sending API calls. When contacting support, you might be asked to share your Organization ID. To locate the Organization ID:
  1. Log in to https://va.landing.ai/home.
  2. Go to the Organization Settings page (to navigate there manually, click your profile icon at the bottom left corner of the page and click Organization Settings).
  3. The Organization ID displays.
  4. Click the Copy icon to copy the ID.

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Members and Roles

You can invite users to your organization. Users in an organization are called members. The maximum number of members your organization can have is determined by your pricing plan. Members are managed on the Members page.

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Member Roles

An organization includes the following member roles: Developer and Admin. The following table defines what actions each role can perform:
ActionDeveloperAdmin
Process documents✓✓
Create API keys✓✓
Revoke your own API keys✓✓
Revoke API keys other members created✖✓
Invite members✖✓
Remove members✖✓
Change member roles✖✓
Manage billing✖✓
Update organization name✖✓

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Invite Members

Members with the Admin role can invite other members to the organization. Invitations to members expire in 2 days. If an invitation has expired, you can invite the user again. To invite a member:
  1. Log in to https://va.landing.ai/home.
  2. Go to the Members page (to navigate there manually, click your profile icon at the bottom left corner of the page and click Members).
  3. If you’re not currently in the correct organization, select your organization from the drop-down menu.
  4. Click Invite.
  5. Enter the email addresses of the users you want to invite. Separate email addresses with a comma.
  6. Select the role you want to assign to the user.
  7. Click Invite. An invitation to join the organization is emailed to the users. Invited users can then join your organization by following the Complete Your Registration process.

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Complete Your Registration

After you’ve been invited to an organization, you will receive an automated email prompting you to complete your registration. Your account will be linked to the email address the email was sent to. If you want your account to be linked to a different email address, ask the user who invited you to send a new invitation to that address. To complete your registration:
  1. Open the automated email.
  2. Click the button that prompts you to accept the invitation. A new window or tab opens.
  3. Follow the on-screen prompts to either create a new account or log in with an existing account.
  4. Once you’re logged in, your registration is complete and you can start using .

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Remove Members

Members with the Admin role can remove other members from the organization. If you remove a member, any API keys that user created will remain active and can be managed by Admins. To remove members:
  1. Log in to https://va.landing.ai/home.
  2. Go to the Members page (to navigate there manually, click your profile icon at the bottom left corner of the page and click Members).
  3. Locate the row for the member. (You may need to search for the member to narrow down the list of members.)
  4. Click the Settings button (ellipses) and select Remove from [organization]. Follow the on-screen prompts to complete the process.

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Revoke Invitations

Members with the Admin role can revoke invitations that are Pending. To revoke an invitation:
  1. Log in to https://va.landing.ai/home.
  2. Go to the Members page (to navigate there manually, click your profile icon at the bottom left corner of the page and click Members).
  3. Locate the row for the member. (You may need to search for the member to narrow down the list of members.)
  4. Click the Settings button (ellipses) and select Revoke invitation. The user will no longer be able to create an account for your organization. In case you accidentally revoked the invitation, you can re-invite the user again.

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Change Member Roles

Members with the Admin role can change the role of other members. To change a member’s role:
  1. Log in to https://va.landing.ai/home.
  2. Go to the Members page (to navigate there manually, click your profile icon at the bottom left corner of the page and click Members).
  3. Locate the row for the member. (You may need to search for the member to narrow down the list of members.)
  4. Select the role you want to assign to the member. Follow the on-screen prompts to complete the process.