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Organizations

The Organizations page lets Ascent platform operators view and manage every MSP tenant organization on the platform — from onboarding a new customer to suspending, deleting, or permanently purging one.

This is a platform admin feature. It lives under the separate Platform area and is not visible to organization-level admins.

Overview

The Organizations module lets you:

  • Browse and search every organization on the platform, filtered by status
  • Create a new organization together with its owner account and starting license
  • Open an organization's detail page to see members, usage counts, billing, security, and integration status
  • Add owner/admin members and reset a member's password or MFA
  • Manage the organization lifecycle: disable (suspend), reactivate, delete (with retention), restore, and permanently delete

Sign in to the Platform area and go to Platform Admin → Organizations (/platform/organizations).

Access is limited to platform roles. Viewing organizations — both the list and detail pages — requires PLATFORM_ADMIN or PLATFORM_SUPPORT. The same applies to creating organizations and adding members. Deleting, purging, and resetting a member's password or MFA require PLATFORM_ADMIN.

Organizations list

Use the search box to find organizations by name or slug, and the status dropdown to filter by All Statuses, Active, Trial, Suspended, or Cancelled. Results are paginated 20 per page.

The table shows these columns:

ColumnDescription
OrganizationThe organization name and its logo/icon. Click to open the detail page.
SlugThe organization's URL slug.
PlanThe license tier badge (STARTER, TEAMS, PROFESSIONAL, or ENTERPRISE), or if no license.
StatusThe organization status (see below).
BillingThe derived billing status (see below).
MembersNumber of members in the organization.
CreatedThe date the organization was created.
ActionsA menu with View Details.

Organization status

StatusMeaning
ACTIVEOrganization is live and in good standing.
TRIALOrganization is in a trial period.
SUSPENDEDOrganization is disabled; all members are blocked from logging in.
CANCELLEDOrganization has been deleted and is in the retention window before permanent purge.

Billing status

The Billing column is derived from the organization's status and license, not set directly:

Billing statusWhen it appears
ActiveNormal state with a valid license.
Read-OnlyThe license has expired, the trial has lapsed, or the organization has no license at all.
DisabledOrganization is suspended or cancelled.

Creating an organization

  1. Click Create Organization.
  2. Fill in the form:
    • Organization Name (required)
    • Owner Name (required)
    • Owner Email (required) — must not already belong to an existing user
    • License Tier — Starter, Teams, Professional, or Enterprise. Defaults to Starter. The dropdown shows an indicative per-technician monthly price next to each tier (Starter $35, Teams $45, Professional $75, Enterprise $135); these are display labels in the dialog and are not the authoritative billing amount.
    • Trial Days — number of trial days (default 14; 0 for no trial). With trial days the organization starts in TRIAL status; without, it starts ACTIVE.
    • Send welcome email — when on, the owner is emailed a sign-in link and temporary password. When off (or if sending fails), the temporary password is shown to you instead so you can share it manually.
  3. Click Create Organization.

Creating an organization provisions the owner user, an initial license for the chosen tier, and default ticket statuses, categories, and email templates. The confirmation screen shows the new organization's subdomain in the form <slug>.goascent.app, the owner email, the license tier and trial end date, and — when it was not emailed — the temporary password (with a copy button). The owner is prompted to change their password on first login.

Organization detail page

Click an organization (or View Details) to open its detail page. The page header shows the name, logo, status badge, and slug, plus lifecycle action buttons. A warning banner appears when the organization is SUSPENDED, and a banner showing the days remaining before permanent deletion appears when it is CANCELLED.

Stats

Four cards summarize usage: Members, Clients, Tickets, and Activity (30 days) (tickets created in the last 30 days).

Subscription & License

A consolidated widget shows the current plan/tier, subscription status, technician count (against the license limit, or ∞ when unlimited), and monthly amount. It also surfaces:

  • Notices for Internal and Perpetual license types (no billing / no recurring charges)
  • A warning when a cancellation is scheduled at period end
  • Trial end / next billing date and license validity dates
  • License notes
  • Masked Stripe customer and subscription IDs, or a Link to Stripe button when not connected

A Manage Billing link opens the platform billing view for the organization.

Organization Info

Shows Name, Slug, Custom Domain, Email Domain, Timezone, Currency, Created, and Last Updated. Custom and email domains read "Not configured" when unset.

Security & Integrations

Shows the organization's Single Sign-On (SSO) status and any configured providers, the MFA Required and Password Auth authentication settings, and a list of Configured Integrations (such as Level RMM, the email provider, Stripe, and Pax8). A separate Email Integration card shows a read-only view of the organization's outbound and inbound email setup.

Organization Members

Lists the organization's owners and admins (not every member). Each row shows Name (with an Owner badge where applicable), Email, Role, Last Login, and Joined.

  • Add Member (PLATFORM_ADMIN / PLATFORM_SUPPORT) creates a new Owner or Admin. If the email already has an account, that user is added to the organization with their existing credentials; otherwise a new user is created and a temporary password is shown. This is the typical way to restore admin access when a customer has lost their owner account.
  • The per-member actions menu (PLATFORM_ADMIN) offers Reset Password (generates a temporary password and invalidates the user's sessions) and Reset MFA (disables TOTP and WebAuthn and invalidates sessions).

Managing the organization lifecycle

Lifecycle actions appear as buttons in the detail page header, gated by the organization's current status:

ActionAvailable whenWhat it does
View as OrgAnyOpens a dialog to view the application as the organization for support.
DisableActive or TrialSuspends the organization. Requires a reason (optional ticket number), logs out all members, and cancels any active Stripe subscription.
ReactivateSuspendedReturns the organization to Active and clears the suspension.
Delete OrganizationNot yet cancelledSets status to Cancelled with a 30-day retention period, cancels the Stripe subscription, and removes payment details. Requires a reason and typing the exact organization name to confirm.
RestoreCancelled (within 30 days)Restores the organization to Suspended status; a new subscription is required before it becomes active.
Permanently DeleteCancelledIrreversibly purges the organization and all of its data. Requires typing the exact organization name to confirm.

Deleting and permanently deleting an organization require the PLATFORM_ADMIN role.

Tips

  • Suspending and deleting are reversible up to a point — Disable can be undone with Reactivate, and a deleted organization can be Restored within 30 days. Permanently Delete cannot be undone.
  • Always provide a clear reason (and ticket number where you have one) when disabling or deleting; these are recorded in the platform audit log.
  • When a customer loses access to their account, use Add Member to provision a fresh owner/admin rather than purging and recreating the organization.