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Organization settings in place

Organization settings live in Settings, in the same rail as the rest of your settings, in every account. There is no separate organization page and no organization button in the account switcher. Organization administrators can open Settings → Organization while working in the organization or one of its child accounts. The account’s own settings come first in the rail. Below them, the Organization group carries the organization’s name (for example Organization · Acme) and starts collapsed: select its heading to open it. It stays open while one of its pages is open. Accounts shows active and archived accounts and lets administrators add accounts and manage each account’s lifecycle. Members manages organization access. Plan & billing is the organization’s one billing home, so it no longer also appears under the account’s own settings.

• In the organization itself, Plan & billing opens the full Plan & billing page, and Members is the only member list; the account section does not repeat either one.
• In a child account, Plan & billing opens the organization’s full Plan & billing page right there, without switching accounts. Payment methods, plan selection, contracts and media billing changes all apply to the organization. Payouts stay per storefront: the Payouts tab shows the child account’s own payouts, read-only, notes that the organization manages them, and offers an Open action for that organization’s billing, which switches into the organization to change them. The child account’s own members stay under the account, as Account members.
• Older links to the account’s Plan & billing or, in the organization itself, its Members open the matching Organization pane.
• Older billing links (/billing, /admin/billing, /storefront-billing and the Billing view) open Plan & billing in one step, on the tab the link asked for. The setup checklist’s Payment & billing row opens the same pane.
• The organization is not a place to work; the work happens in its accounts. Opening the organization itself with nothing else asked for, for example when you sign in, from a bookmark, or from the Apostra logo while you are in the organization, takes you to one of its accounts: the one you last worked in there in this browser, otherwise your only account there, otherwise a page that asks you to choose one. A short message names the account you were switched to and why. You can change account at any time from the account switcher.
• A link that asks for something in the organization, such as a Settings section, still opens it there. So does opening an organization in which you can open no account: one with no accounts yet, or, for an Apostra platform administrator, one they are not a member of. There you land on Ask Apostra, with the organization’s settings in the left rail. The organization has no account of its own, so for an organization administrator its own settings (such as Account configuration and Connect support) sit in its Organization group, which is the whole rail and is always open; anyone else sees them under the organization’s name. An organization has only settings, so its rail is the settings menu and nothing else, with New chat at the top to return to Ask Apostra from a section. It has no advertiser picker and no close button; the way out is the account switcher in the top bar. Older Organization settings links (/org-settings) open the matching Organization pane in one step.

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API keys

In the organization itself, an organization administrator finds API keys under Organization, and the account section no longer repeats it. API keys holds the organization’s API credentials. The API keys page, and older links to the account’s API keys, open this pane in one step. In a child account, API keys stays under the account and shows that account’s own credentials. Open the organization itself to manage the organization’s keys. Members who are not administrators keep the pages they use today.

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Advertisers

There is no Advertisers section in Settings and no separate Advertisers page. Settings for an advertiser, including Client access, where you invite someone from the client and decide what they can do, are in that advertiser’s own Advertiser settings. Open them from the pencil beside the advertiser in the left rail. See Update an advertiser and Invite and manage a client’s access. Older links to the Advertisers page (/advertisers) open the Advertisers workspace in one step, and an older link that names one advertiser (?advertiserId= or #advertiserId=) still opens that advertiser’s chat. Older links to the Advertisers section of Settings open Ask Apostra.

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Standalone accounts

A standalone account has one settings context, so its administrator sees the same functions in the account section, without an Organization label: Accounts, Account members, Plan & billing and API keys. The API keys page opens that pane in one step, and administrators also see any advertiser-scoped keys the API keys page listed. Older standalone Organization settings links open the matching Account members or account-level Plan & billing section. Accounts is where a standalone administrator adds another account. Adding one also creates an organization that manages both accounts; the dialog explains what moves to the organization and asks you to confirm before anything changes. An organization has no limit on how many accounts it holds, and can create 25 in any 24 hours; see Accounts in an organization.

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The account switcher

The account switcher in the top bar names the account you are working in and lists the accounts you can open and any pending invitations. Everyone sees it, including someone with only one account. An organization is never an entry of its own; working in the organization itself, you open one of its accounts from the switcher. The switcher groups accounts under the name of the organization they belong to. The organization you are working in comes first, then your other organizations in alphabetical order, then any accounts that do not belong to an organization, under Other accounts. An organization’s name is a heading, not something to click: under it, Organization · and the organization’s ID say what it is, and its accounts are indented beneath it. Every account shows its ID under its name, so accounts with similar names are easy to tell apart. When you can open eight or more accounts, a search field appears at the top of the switcher: type part of an account’s or an organization’s name, or its ID, to narrow the list, and press Enter to open the first match. Below the accounts, the switcher lists actions on the account you are working in, when they apply to you. Add account appears if you can add accounts (you administer the organization, or a standalone account); it opens Settings → Accounts, where you add the account and see whether your plan allows another one; see the account-capacity rules. Agents opens the account’s Agents, Partner opens a partner’s fleet of client accounts, and View as previews the account at a lower role (see Roles). The profile menu at the top right holds only things about you: your preferences, notifications, connected apps, referrals, and signing out. Organization members and organization billing are in Settings, not the switcher. Switching to another organization opens one of its accounts you chose from the list, never an account picked for you.

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Who can use it

Advertiser-scoped access, sponsored buyers, API keys and service credentials never show the Organization section, and the account section does not offer them Plan & billing either. Every organization pane and action also checks your access on the server, so a link or bookmark cannot open organization data you could not otherwise see.