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Organizations
Updated over 4 months ago

Organizations provides an overview of the organizations in your account. As a user without admin access, you will only have view access to this table, and no changes can be made. However, if you have the appropriate permissions, you can use checkboxes to select rows for editing or deletion.

Table Overview

  1. Name – Displays the name of the organization.

  2. Package – Shows the subscription package associated with the organization (e.g., Free, Starter, Growth).

  3. Trial Days – Indicates the number of days left in the organization’s trial period.

  4. Trial Started Date – Displays the start date of the trial period for the organization.

  5. Tracking Installed – Specifies whether the tracking script has been installed for the organization.

  6. HubSpot App – Displays whether the HubSpot app is connected to the organization.

  7. CNAME – Shows the CNAME (Canonical Name) associated with the organization.

  8. Tracking Template CNAME – Displays the CNAME used in the tracking template.

  9. Main Website – Indicates the main website associated with the organization.

  10. CNAME Validated – Specifies whether the CNAME has been validated for the organization.

  11. MAR – Shows the Marketing Attribution Report associated with the organization.

  12. Sources Included – Lists the sources included in the organization’s package.

  13. Event Quota – Displays the event quota allocated for the organization.

  14. Credits – Shows the total credits available to the organization.

  15. Trial Credits – Displays the credits available during the trial period for the organization.

  16. Onboardings – Indicates the number of onboardings completed for the organization.

  17. UUID – Displays the unique identifier for the organization.

  18. ID – Shows the organization’s unique system identifier.

How to Use

  • View Organizational Data – Review important information about each organization in your account.

  • Check Trial and Credits – Track trial days, trial credits, and total credits to understand the current status of the organization's subscription.

  • Verify Tracking Setup – Use the Tracking Installed and CNAME Validated columns to confirm the status of tracking integration for the organization.

  • Select Rows for Editing or Deletion – On the left side of each row, there is a checkbox. Clicking or checking this box will allow you to select the row for editing or deletion, provided you have the necessary permissions.

Additional Notes

  • As a non-admin user, you may not have the ability to edit or delete entries. If you cannot modify the data, please contact an admin for assistance.

  • If you need assistance or further details about an organization, reach out to your admin team.

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