Multi-Organization Membership

Updated · By the Pigeon Perch team

A single Pigeon Perch account can belong to as many organizations as you need. Agencies use it to switch between client workspaces. Founders use it to keep a personal sandbox separate from their company. Teams use it so a contractor can be added without setting up a brand-new login. Switching is instant and your role can be different in each one.

Why this matters

Without multi-org support, every workspace requires its own email and password. Agencies open incognito windows just to move between clients. Invitations sent to someone who already has a Pigeon Perch account bounce off as "user already exists" errors. Multi-org membership eliminates all of that. You sign in once, and a switcher in the dashboard sidebar shows every organization you belong to.

Switching organizations

The active organization sits at the top of the dashboard sidebar. Clicking it opens a dropdown with every organization you're part of, marked with your role in each. Selecting a different organization sets a session-scoped active org and reloads the dashboard so every list, report, and setting reflects the new workspace. The switch is immediate; no second login required.

Roles are per-organization

Your role isn't a property of your user account, it's a property of each membership. You can be the owner of one organization and a viewer in another at the same time. Roles are: owner (full control including billing), admin (manage team, content, and settings), member (create and send campaigns), and viewer (read-only access to reports).

Inviting an existing user

When you invite someone whose email is already attached to a Pigeon Perch account, the invitation works the same as for a brand-new user. The invitee sees a one-click "Join {Org Name}" prompt instead of being asked to sign up. Their existing data, login, and other memberships are unaffected; the new organization is added to their list.

Creating an additional organization

Open the organization switcher and choose Create organization. Give it a name. You become the owner. Each organization has its own billing, sending domain configuration, plan limits, and team. Stripe customer IDs are per-organization, so paid plans are billed separately even if the same person owns multiple workspaces.

Leaving an organization

Visit My Account in the dashboard and click Leave next to any organization. You'll lose access immediately unless you're invited back. If you're the only owner of an organization, you'll need to transfer ownership before you can leave; promote another member to owner from the team settings of that organization.

Transferring ownership

Owners can promote other members to owner from the Organization tab in settings. There's no limit on the number of owners. Once another owner exists, the original owner can demote themselves or leave. This is the clean path for handing off a workspace when a founder or admin moves on.

Billing and plan limits

Plan limits are still per-organization. If you belong to a free organization and a Growth-tier organization, you have free-tier limits in the first and Growth-tier limits in the second. Each organization bills its own card. If you're a member of two paid organizations, both owners pay for your seat in their respective bills, the same way Slack, Notion, and most team SaaS handle it.

API and integrations

API keys are bound to a single organization at issuance. They cannot switch contexts. For session-authenticated API clients, send an X-Organization-Id header with the request to scope to a specific organization; otherwise the API uses the same active organization the dashboard is using. The full membership list for the signed-in user is available at GET /api/v1/organizations/memberships.

Common scenarios

  • Agency. Sign in once, jump between client workspaces from the switcher, never juggle browser profiles again.
  • Personal sandbox. Keep a free organization for experiments separate from your company's billed account.
  • Contractor invite. Add a freelancer to your organization even if they already use Pigeon Perch elsewhere; their existing account picks up the new membership.
  • Workspace handoff. Promote a teammate to owner, then leave. The organization keeps running with the new owner in control.