Skip to main content

Organisation Tools

Organisation tools control membership, labels and high‑level taxonomy across your organisation.

David Baum avatar
Written by David Baum
Updated today

These tools also manage content pillars, types, funnel stages and credit administration. These tools keep your organisation’s metadata consistent and keep finances in check.

Tool

Summary

Accept organization invite

Accept a pending invitation.

Add organization label

Create a new label.

Add organization member

Add a member to the organisation.

Add user label

Tag a user with a label.

Burn credits

Deduct credits.

Change organization member role

Change a member’s role.

Create content pillar

Create a new content pillar.

Create content type

Create a new content type.

Create funnel stage

Create a new funnel stage.

Create organization

Create a new organisation.

Create user label

Create a new user label.

Delete organization label

Delete a label.

Delete user label

Delete a user label.

Disable auto-renew credits

Disable credit auto‑renew.

Purchase credits

Purchase agent credits.

Remove organization member

Remove a member.

Remove user label

Remove a user label.

Resend organization invite

Resend a pending invite.

Update organization

Update name or website.

Update organization avatar

Change the org logo.

Update organization label

Update a label.

Update organization metadata

Update custom metadata fields.

Withdraw organization invite

Cancel a pending invite.

Need More Help?

Didn't this information give you the answers you need? Chat with us in the Relato Slack Community or email us at [email protected]

Did this answer your question?