Platform ManagementIllustrative governance data

Organizations

Manage organization structure, Agencies, onboarding, service scope and administrative ownership.

Organizations

5

Agencies

8

Setup In Progress

5

Needs Attention

1

Tenant status
Onboarding stage
Organization type
Owner assigned
Platform scope · Cross-tenant visibility enabled
OrganizationPrimary contact / AdminAgencies / OfficesUsers / HouseholdsOnboarding stageTenant statusLast activity
Devon OrganizationORG-2001 · Multi-agency Organization
Devon Haleplatform.owner@devon.org
4 agencies5 offices
53 users286 households
ActiveACTIVEToday, 10:42 AM
Young's InsuranceORG-2002 · Single-agency Organization
Maya Youngmaya@youngs.insure
1 agencies2 offices
42 users318 households
ActiveACTIVEToday, 9:18 AM
Northline GroupORG-2003 · Multi-agency Organization
Chris Northchris@northline.co
1 agencies1 offices
28 users165 households
Tenant SetupSETUP IN PROGRESSYesterday, 4:02 PM
Oak & River AdvisoryORG-2004 · Advisory Organization
Elena Oakelena@oakriver.ad
1 agencies1 offices
17 users94 households
Master AgreementPENDING REVIEWMon, 2:11 PM
Harbor Agency NestORG-2005 · Agency Parent
UnassignedNeeds owner
1 agencies0 offices
3 users12 households
Owner AssignmentNEEDS ATTENTIONSun, 11:40 AM
Showing 1–5 of 5 filtered (5 total)