Skip to main content

​
Organizations

What you’ll learn: Understand what organizations are, how to create and manage them, invite team members, switch between workspaces, and set up effective team collaboration.

​
What is an Organization?

An organization in Li2.ai is a shared workspace where team members can collaborate on touchpoints, campaigns, and analytics. Think of it as a container that groups related touchpoints, team members, and settings together. Organizations enable:
  • Team Collaboration: Multiple team members working on the same touchpoints
  • Workspace Separation: Keep personal projects separate from work projects
  • Centralized Analytics: View performance across all touchpoints in one organization
  • Shared Resources: Custom domains, collections, and tags available to all members
  • Access Control: Role-based permissions to manage who can create, edit, or view touchpoints

Personal Organizations

Automatically created when you sign up. Perfect for individual use, freelancers, and personal projects.

Team Organizations

Created manually for companies, departments, clients, or specific campaigns. Supports multiple members with different roles.

​
Your Personal Organization

When you create your Li2.ai account, a personal organization is automatically created for you. This is your private workspace where you can:
  • Create and manage your own touchpoints
  • Experiment with features
  • Run personal side projects
  • Test campaigns before moving them to team organizations
Your personal organization is named after your account (typically your email or name) and only you have access to it by default.
Personal vs Team Organizations: Your personal organization is perfect for individual work, but for team collaboration, you should create a separate team organization to keep work organized and enable proper access control.

​
Creating a New Organization

Creating an organization is simple and takes less than a minute:
1

Access Organization Switcher

In the top navigation bar, click on your current organization name (located next to your profile avatar)
2

Click Create New Organization

At the bottom of the organization dropdown, click + Create New Organization
3

Enter Organization Details

Provide the following information:
  • Organization Name: A clear, descriptive name (e.g., “Acme Marketing Team”, “Product Launch Campaign”)
  • Organization Description (optional): Brief description of the organization’s purpose
  • Slug (optional): A URL-friendly identifier for the organization
4

Configure Initial Settings

Set initial preferences:
  • Default Language: Vietnamese or English for this organization
  • Timezone: Organization timezone for analytics reporting
5

Create Organization

Click Create to finalize your new organization. You’ll be automatically switched to the new organization workspace.
Naming Convention: Use clear, specific names for organizations. Instead of “Marketing”, use “2024 Product Marketing” or “APAC Marketing Team”. This makes it easier to identify the right workspace when you have multiple organizations.

​
Switching Between Organizations

Li2.ai makes it easy to work across multiple organizations:
  1. Click the organization name in the top navigation bar
  2. A dropdown menu shows all organizations you have access to
  3. Click any organization to switch to that workspace
  4. All touchpoints, analytics, and settings will update to reflect the selected organization
Context Switching: When you switch organizations, everything changes – the touchpoints you see, analytics data, collections, tags, and settings are all specific to the selected organization. This ensures complete workspace isolation.

​
Inviting Team Members

To collaborate with others, invite them to your organization:
1

Navigate to Organization Settings

Click Organization Name → Settings → Members tab
2

Click Invite Member

Click the + Invite Member button in the Members section
3

Enter Email Address

Provide the email address of the person you want to invite
4

Select Role

Choose the appropriate role for this team member:
  • Owner: Full control including billing, settings, and member management
  • Admin: Can manage touchpoints, settings, but not billing or owner transfers
  • Editor: Can create, edit, and delete touchpoints and campaigns
  • Viewer: Read-only access to view touchpoints and analytics
Learn more about roles and permissions below.
5

Send Invitation

Click Send Invite. The recipient will receive an email invitation with a link to join the organization.
6

Invitation Acceptance

The invitee clicks the link in the email, signs into Li2.ai (or creates an account if they don’t have one), and is automatically added to your organization with the assigned role.
Email Must Match: The invitation is sent to a specific email address. The recipient must sign into Li2.ai with that exact email address to accept the invitation. If they use a different email or Google Sign-In with a different account, they won’t see the invitation.

​
Roles and Permissions

Li2.ai uses a role-based permission system to control what team members can do within an organization:

​
Owner

  • Full Control: Complete access to all organization features
  • Member Management: Add, remove, and change roles of all members
  • Billing Access: Manage subscriptions, payment methods, and invoices
  • Organization Settings: Change organization name, delete organization, transfer ownership
  • Touchpoint Management: Create, edit, delete all touchpoints
Only One Owner: An organization can only have one owner at a time. To transfer ownership, the current owner must explicitly transfer it to another member.

​
Admin

  • Touchpoint Management: Create, edit, delete all touchpoints
  • Settings Access: Modify organization settings (except billing and ownership)
  • Member Invitations: Invite new members and remove members (cannot change owner or other admins)
  • Domain Management: Add and configure custom domains
  • No Billing Access: Cannot view or modify billing information

​
Editor

  • Create Touchpoints: Generate new short links, QR codes, and NFC tags
  • Edit Own Touchpoints: Modify touchpoints they created
  • Edit Shared Touchpoints: Modify touchpoints created by others in the organization
  • View Analytics: Access full analytics for all touchpoints
  • No Settings Access: Cannot change organization settings or invite members
  • No Billing Access: Cannot view billing information

​
Viewer

  • View Only: Can see all touchpoints and analytics
  • No Editing: Cannot create, modify, or delete touchpoints
  • No Settings: Cannot access organization settings
  • No Invitations: Cannot invite new members
  • Use Case: Perfect for stakeholders, clients, or executives who need visibility but shouldn’t make changes

​
Managing Team Members

​
Viewing Current Members

  1. Go to Organization Settings → Members tab
  2. See a list of all current members, their roles, and join dates
  3. View pending invitations that haven’t been accepted yet

​
Changing Member Roles

  1. In the Members tab, find the member whose role you want to change
  2. Click the Role dropdown next to their name
  3. Select the new role
  4. The change takes effect immediately
Only Owner and Admin can change member roles. Editors and Viewers cannot modify permissions.

​
Removing Members

  1. In the Members tab, find the member you want to remove
  2. Click the Remove button (trash icon) next to their name
  3. Confirm the removal
  4. The member immediately loses access to the organization
Removed Member’s Touchpoints: When you remove a member, their touchpoints remain in the organization. Ownership transfers to the organization itself, and other members can continue managing those touchpoints.

​
Canceling Pending Invitations

If someone hasn’t accepted their invitation yet, you can cancel it:
  1. In the Members tab, scroll to Pending Invitations
  2. Click Cancel next to the invitation
  3. The invitation link becomes invalid and cannot be used

​
Use Cases for Multiple Organizations

​
Scenario 1: Agency Managing Multiple Clients

Problem: A marketing agency manages touchpoints for 10 different clients. Each client needs separate analytics and shouldn’t see other clients’ data. Solution: Create one organization per client:
  • “Client - ABC Corporation”
  • “Client - XYZ Retail”
  • “Client - DEF Services”
Benefits:
  • Complete data isolation between clients
  • Invite client stakeholders as Viewers to their specific organization
  • Generate client-specific reports without mixing data
  • Separate custom domains for each client

​
Scenario 2: Company with Multiple Departments

Problem: A large company has Marketing, Sales, and Product teams all using Li2.ai, but campaigns should be organized by department. Solution: Create one organization per department:
  • “Acme - Marketing Team”
  • “Acme - Sales Team”
  • “Acme - Product Team”
Benefits:
  • Each department manages their own touchpoints
  • Department-specific analytics and reporting
  • Cross-functional collaboration possible by adding members to multiple organizations
  • IT/Admin can be Owner across all departments for oversight

​
Scenario 3: Freelancer with Personal and Client Work

Problem: A freelance marketer uses Li2.ai for personal projects and client work. Needs to separate personal experiments from professional deliverables. Solution: Use personal organization for individual work, create separate organizations for each client project. Benefits:
  • Clear separation between personal and client work
  • Ability to transfer organization ownership to client when project completes
  • Professional appearance when inviting clients to review work

​
Scenario 4: Seasonal Campaigns

Problem: A retail brand runs distinct campaigns for Summer Sale, Black Friday, and Holiday Season. Each campaign has hundreds of touchpoints and different team members. Solution: Create campaign-specific organizations:
  • “Brand - Summer 2024 Campaign”
  • “Brand - Black Friday 2024”
  • “Brand - Holiday 2024”
Benefits:
  • Campaign-specific analytics without filtering
  • Different team compositions for different campaigns
  • Archive old campaign organizations for historical reference

​
Organization Settings

Each organization has its own settings panel accessible from Organization Name → Settings:

​
General Settings

  • Organization Name: Update the display name
  • Description: Add or edit the organization description
  • Default Language: Set the default interface language for the organization
  • Timezone: Configure timezone for analytics and reporting

​
Custom Domains

  • Add custom domains for branded short links
  • Configure DNS settings
  • Manage SSL certificates
  • Learn more in Custom Domains

​
Danger Zone

  • Transfer Ownership: Transfer organization ownership to another member
  • Delete Organization: Permanently delete the organization and all its touchpoints
Delete is Permanent: Deleting an organization cannot be undone. All touchpoints, QR codes, analytics data, and settings are permanently deleted. Make sure to export any data you need before deletion.

​
Best Practices

Use Descriptive Names: Name organizations clearly and specifically. “Acme Corp - APAC Marketing Q1 2024” is better than “Marketing Team”.
Start with Fewer Organizations: It’s tempting to create many organizations, but start conservative. You can always create more later. Too many organizations creates context-switching overhead.
Invite with Minimal Permissions: Follow the principle of least privilege. Start team members with Viewer or Editor roles, and only promote to Admin/Owner when necessary.
Regular Permission Audits: Periodically review your organization members list and remove people who no longer need access. This maintains security and keeps the member list clean.

​
Transferring Organization Ownership

If you need to transfer organization ownership (e.g., leaving a company, handing off a client project):
1

Ensure Recipient is a Member

The new owner must already be a member of the organization. Invite them first if they aren’t already a member.
2

Navigate to Danger Zone

Go to Organization Settings → scroll to Danger Zone section
3

Click Transfer Ownership

Click Transfer Ownership button
4

Select New Owner

Choose the member who will become the new owner from the dropdown list
5

Confirm Transfer

Type the organization name to confirm, then click Transfer
6

Ownership Transferred

The selected member becomes the Owner, and you become an Admin. The new owner can then adjust your role or remove you if needed.

​
Next Steps

Now that you understand organizations, you’re ready to explore the dashboard and start creating touchpoints:

Dashboard Overview

Learn how to navigate the Li2.ai dashboard and access key features

Quick Start Guide

Create your first touchpoint with a step-by-step tutorial

Team Collaboration

Organize touchpoints with collections for better team workflows

Custom Domains

Set up branded domains for professional short links
Need help with organization setup? Contact our support team at [email protected]