Integrations
How the integrations marketplace connects WhatsApp Business inbox channels, Google Calendar and signed incoming and outgoing webhooks to an organization.
Settings and branding
The organization settings page, covering general details, company information, social links, finance defaults, email addresses, export formats, lifecycles, logo, colors and brand images.
Integrations
How the integrations marketplace connects WhatsApp Business inbox channels, Google Calendar and signed incoming and outgoing webhooks to an organization.
Settings and branding
The organization settings page, covering general details, company information, social links, finance defaults, email addresses, export formats, lifecycles, logo, colors and brand images.
How organizations work as the tenant boundary in CentraKit, and how to create, switch between, transfer and delete them.
An organization is one business in CentraKit. Customers, work, finance, people, conversations and automation all belong to exactly one organization, and no data is shared between organizations.
The organization is part of every URL as /{orgSlug}, for example /tractor-service/customers. A user can belong to several organizations and switches between them by following a link to another slug. Two pages live outside any organization:
| Route | Purpose |
|---|---|
/organizations | Overview of every organization you can open. |
/organizations/new | Form to create an organization. |
When you sign in or open /, CentraKit takes you to your preferred organization. If you have none, it takes you to /organizations/new.
The slug is the short name in the URL. It is created from the organization name and can be changed in settings. Old links stop working after a slug change, because an unknown slug returns a not found page.
You reach an organization in one of two ways:
The organizations overview shows your role per organization, with an Owner badge for organizations you own and a Customer badge for organizations you reach through the portal.
Every organization has one owner. The owner holds billing, deletion and ownership transfer rights in addition to everything an admin can do.
Open the organization switcher at the top of the sidebar and select another organization. All organizations opens the overview, and Create organization opens the form. You can also press Cmd+K or Ctrl+K and use the command center.
On the overview you can search, filter by Membership, open an organization, jump to its settings or copy its slug.
Any signed-in user can create an organization.
/organizations/new, or select New organization on the overview.You become the owner. CentraKit adds default document templates and VAT rates and opens the new organization's dashboard.
On the settings page, the last section has Transfer ownership. Pick another active user as the new owner and type the organization name to confirm. The previous owner becomes an admin. The organization needs at least one other active user.
On the settings page, select Delete organization and type the organization name to confirm. Deletion is permanent and removes the organization's data. CentraKit then opens your next organization, or the create form when none is left.
Platform administrators can also disable an organization. See Organizations.
| Permission | Allows |
|---|---|
organization.general.view | Open the organization. |
organization.general.update | Edit settings, including the slug. |
organization.general.transfer-ownership | Transfer ownership. |
organization.general.delete | Delete the organization. |
The assistant can read the active organization and list your organizations. Changing organization settings through the assistant always asks for approval. See Chat.
| Method and path | Purpose |
|---|---|
GET /api/v1/organizations | List organizations you belong to. |
POST /api/v1/organizations | Create an organization. |
GET /api/v1/organizations/{organizationId} | Read one organization. |
PATCH /api/v1/organizations/{organizationId} | Update an organization. |
DELETE /api/v1/organizations/{organizationId} | Delete an organization. |
PATCH /api/v1/users/me/active-organization | Set your preferred organization. |
API routes use the organization ID, not the slug. See API and OpenAPI.
Last updated on
Integrations
How the integrations marketplace connects WhatsApp Business inbox channels, Google Calendar and signed incoming and outgoing webhooks to an organization.
Settings and branding
The organization settings page, covering general details, company information, social links, finance defaults, email addresses, export formats, lifecycles, logo, colors and brand images.