Personal vs. business organizations
When you create a CallVault account, you automatically get a personal organization. This works fine for solo use, but most teams will want a shared organization that multiple people belong to.Creating an organization
You can create additional organizations from your account menu:- Click your organization name in the top navigation
- Select Create new organization
- Give it a name and choose a plan
- Start inviting members
Switching organizations
If you belong to more than one organization (for example, a personal account and a company account), you can switch between them:- Click your organization name in the top navigation
- Select the organization you want to switch to
Organization roles
Every member of an organization has one of three roles:
The person who creates the organization is automatically the owner. Ownership can be transferred to another admin in Settings → Workspaces → Members.
Organization settings
Go to Settings → Workspaces to:- Rename your organization
- Manage members and their org-level roles
- View and update your subscription plan
- Configure org-wide defaults
Organization-level settings affect everyone. Workspace-level permissions are separate and give you finer control over who can access specific call libraries. See Workspace Roles.

