Setting Up Your Organization

Organizations let you manage multiple campaigns from one place. Perfect for PACs, parties, consulting firms, or anyone running more than one campaign.

When to use Organizations

• You're running multiple campaigns (e.g., a party committee)

• You want shared team access across campaigns

• You need organization-level reporting

• You're a consultant managing clients

Creating an Organization

Start Organization Setup

During onboarding, select "I'm managing multiple campaigns" when asked about your intent. Or from the dashboard, go to Settings > Organization > Create Organization.

Enter Organization Details

Fill in your organization information:

• Organization name - e.g., "Progressive PAC California"

• Type - PAC, party, consulting firm, advocacy group

• Logo (optional) - Appears on the dashboard

Confirm and Create

Review your information and click Create Organization.

The Organization Dashboard

Once created, your organization dashboard shows:

• All campaigns as cards with key metrics

• Combined metrics across all campaigns

• Organization-level team management

• Billing for the entire organization

Adding Campaigns

From the organization dashboard:

• Click Add Campaign

• Follow the Campaign Wizard (same 7-step process)

• The new campaign is automatically linked to your organization

Pro Tip: Campaign Templates

When creating a new campaign in an organization, you can optionally copy settings from an existing campaign to speed up setup.

Organization Team Management

Organization members can be granted access at two levels:

• Organization-level - Access to all campaigns in the organization

• Campaign-level - Access to specific campaigns only

Go to Organization Settings > Team to manage organization-wide access.

Switching Between Campaigns

Use the campaign switcher in the sidebar to move between campaigns. Organization campaigns are grouped together in the dropdown.

Next Steps

• Create a campaign in your organization

• Invite team members