Organization
The Organization page (/organization) is the admin hub for your entire Winnerr workspace. If you’re a team lead or brokerage admin, this is where you configure top-level settings that apply to everyone on your team.
Organization profile
| Field | Description |
|---|---|
| Organization name | Displayed in the app and on client-facing portals |
| Logo | Shown on team portals and marketing materials |
| Primary color | Brand color used across team portals |
| Website | Your brokerage or team website URL |
| Billing email | Where invoices and billing notifications are sent |
At a glance
The overview dashboard shows:- Total members — active agents + admins
- Active contacts — leads in the system across all members
- Open deals — total pipeline value across the team
- This month’s calls — organization-wide call volume
- Workflow activity — automations triggered this month
Admin roles
| Role | Permissions |
|---|---|
| Owner | Full access including billing, member deletion, and org deletion |
| Admin | Can manage members, transfer contacts, view all data |
| Member | Standard agent access — own contacts, calls, and deals only |
Organization-wide settings
Settings at the organization level override or supplement individual member settings:- Shared phone numbers — pool numbers available to all agents
- Default workflows — automations that run for all new leads
- Shared email templates — templates available to the entire team
- Compliance settings — organization-wide TCPA/DNC configuration