Account and Organization
What your account is, what an organization is, and why the same user belongs to several with a different role in each one.
At Plenit, two concepts coexist that are easy to confuse, but that perform very different functions: your account and the organizations.
Understanding how they differ and how they relate is the basis for navigating the platform without getting lost, because almost everything you see in the dashboard depends on this distinction.
What your account is
Your account is your personal identity within Plenit. It is a single user, linked to your email, with your password and your data: first name, last name, position, phone number, language, and time zone. It is you, and it is the same wherever you are.
Your account does not contain services or subscriptions: it contains who you are and how you access. Everything personal (your profile, your security, your accesses) is managed from My Profile.
What an organization is
A organization is a company or work environment within Plenit. It is the container where the resources really live: the subscriptions contracted, users who work in it, its customization branding, contacts and its own activity log.
Each organization also has its identifying details: a name, a industry and a main contact. When you work within an organization, everything you do is limited to it.
📘 The difference in one sentence
Your account you are you. An organization organization is where the work is.
You join organizations; they are not exclusively yours.
One user, multiple organizations
The relationship between account and organization is not one-to-one:
The same user user can belong to multiple organizations
at the same time. organization The same can have.
multiple users
This is exactly what a partner needs: with a single account you can access both your own organization and those of the clients you manage, without logging in separately to each one.
Your role in each organization
In each organization you belong to, you have a permission or role, which defines what you can do within it. In the dashboard, that permission appears next to each organization (for example, Administrator).
The role is per organization, not global: the same user can have one permission in one organization and a different one in another. That is why two people looking at the same screen can see different actions, depending on their role in that specific organization.
See which organizations you belong to and with which role from My Profile > Organizations, where you have the complete list and a name search tool.
Your main organization
Among all your organizations, one acts as main organization and has a practical role: in your profile you can choose between using the contact details of your main organization or defining your own contact details for your user. In this way, your contact information can inherit from that organization or be specific to your user, depending on what you prefer.
Why it matters
This distinction explains much of how the dashboard works:
What you do in your account (your profile, your password, your language) accompanies you across all organizations.
What you do within an organization is limited to that organization (its subscriptions, its users, its customization).
That is why the dashboard clearly separates your global view (everything that is yours, on Home) from the view of a specific organization We see it in How the dashboard is organized.
📘 At a glance
User / account: a person, an identity, an access.
Organization: a company or environment with its subscriptions, users and data.
Permission / role: what you can do within an organization (for example, Administrator).
Main organization: the reference organization for your contact details.
Next steps
Discover how this distinction organizes the dashboard in How the dashboard is organized.
Understand the channel model in Your resources and those of your clients.
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