Organizations

Organizations let a team manage membership, distribute shared assistant rules, and review aggregate usage. Each email account can belong to only one organization at a time.

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Create an organization

1. Open the account menu.
2. Select Create organization.
3. Enter the organization name and a unique URL slug.
4. Select Create Organization.

The creator becomes the organization Owner.

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Roles and permissions

After a transfer, the previous owner becomes an admin.

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Invite and manage members

1. Open My Organization from the account menu.
2. On Members, select Invite members.
3. Enter up to 10 email addresses at a time and assign a role.
4. Send the invitations.

Invitations are delivered by email and expire after 14 days. The recipient must accept while signed in with the exact invited email address. An admin can cancel a pending invitation from the Members page. Use the menu beside a member to change their role or remove them. The owner also sees Transfer ownership. If the organization provides premium seats, accepting an invitation can claim an available seat; removing a member releases their organization seat.

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Create organization rules

Owners and admins can open Rules and create assistant rules that are copied to every member account.

• New members receive the current organization rules when they join.
• Editing an organization rule updates its member copies.
• Members see a Managed by organization rule and cannot edit its definition.
• A member may turn a managed rule on or off for their own account.
• The rule only runs for a member when both the organization-level rule and that member’s copy are enabled.
• Deleting an organization rule removes it for all members.

Messaging-channel actions are not supported in organization rules; configure those actions in each member’s own rules instead. Because organization rules act on every member’s inbox, test a rule’s conditions before rolling it out organization-wide.

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Analytics and privacy

The Analytics tab is available to owners and admins. It shows emails received, rules executed, and active members over a selected date range. Member analytics are private by default. Each member sees a prompt to allow organization-admin analytics. Admins can open a member’s Analytics and Usage pages only after that member grants access. A hidden-activity badge means the member has not shared analytics. Granting analytics access does not give an admin the ability to read the member’s email content through the organization page.

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Troubleshooting

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An invitation cannot be accepted

Confirm that it has not expired and that the signed-in account exactly matches the invited email. The recipient must leave any other organization before joining.

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Rules or Analytics tabs are missing

Those tabs are limited to owners and admins. Ask an owner or admin to update your role if appropriate.

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A member cannot edit a rule

Rules labeled Managed by organization can only be edited by an owner or admin from the organization’s Rules tab. The member can still enable or disable their own copy.

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A member’s analytics are unavailable

The member must select Allow Access on the organization page. Analytics can also remain empty until Inbox Zero has processed enough account activity for the selected date range.