New Admin account - Create sub-organizations from your Admin account

đź’ˇ Good to know
The new Admin account and sub-organizations management are only available to some users on an Enterprise plan. For more information, check our website or get in touch with our Sales team.

From your Admin account, you can easily create sub-organizations and allocate credits for emails, SMS, WhatsApp, landing pages, and users to each of them.

Create a sub-organization

When creating a sub-organization, you get to define its general settings, apps, and usage limitations.

đź’ˇ Good to know
The maximum number of sub-organizations that you can create is defined in your Enterprise plan. If you've reached your limit of sub-organizations, contact your Customer Success Manager (CSM) to increase it.

To create a sub-organization from an Admin account:

  1. Log into your Admin account.
  2. From the homepage, click Add sub-organization.
    corporate_add-sub-organization_EN-US.png

Step 1: General settings

Define the profile details and general settings of your sub-organization.

enterprise_add-sub-organization_EN-US.png

  1. Account name: enter the name of the sub-organization.
  2. Select a sub-organization group. To learn more, check the next section.
  3. Email: enter the email address of the main user of the sub-organization.
  4. Language: select the language of the sub-organization.
  5. Timezone: select the timezone of the sub-organization.
  6. Click Continue.

The sub-organization has been created. You can now enable the apps for the sub-organization.

Step 2: Apps

Choose which apps are enabled for your sub-organization. You can always manage which apps are enabled later. To learn more, check our dedicated article Manage the apps for your sub-organizations.

  1. Toggle the apps you want to enable for this sub-organization.enterprise_apps-enable_EN-US.gif
  2. Click Continue.

Step 3: Consumption limitations

Define the consumption limitations

Set the consumption limitations for Marketing users, Sales and Service users, emails, SMS, WhatsApp, landing pages, Push, and enable data feeds for your sub-organization.

ent_consumption-limitations_en-us.png

❗️ Important
If you choose to set no limitation on consumption, credits that are over the pre-defined limits of your plan will induce overages, that is to say, additional charges.
  1. Define the number of Marketing and Sales and Service users for that sub-organization.
    đź’ˇ Good to know
    Sales and service users are only available to Enterprise clients who have subscribed to the Sales and Service platform. To learn more, contact your Customer Success Manager (CSM).
  2. For emails, use the slider to define the number of credits you want to allocate to the sub-organization.
  3. For SMS, enter the number of credits you want to allocate to the sub-organization in the SMS volume field. Click Estimate credits to estimate how many credits you need depending on the destination and the number of messages you send.
  4. For WhatsApp, enter the number of credits you want to allocate to the sub-organization in the WhatsApp volume field.
  5. For landing pages, use the buttons to define the number of landing pages you want to allocate to the sub-organization.
  6. Toggle Data feeds to enable the sub-organization to insert data from feeds outside Brevo with a dynamic content block.
    đź’ˇ Good to know
    Data feeds are available to Enterprise clients for an additional cost. To learn more, contact your Customer Success Manager (CSM).
  7. Toggle Push to enable unlimited push sending.
  8. Click Configure sub-organization.

You can always change the usage limitation later. To learn more, check our dedicated article Edit the usage limitations allocated to a sub-organization.

Get notified about SMS and emails credits

For Admin accounts, the owner of the Admin account will automatically get notified by email when the account reaches 85%, 95% and 100% of the global emails and SMS credits quota.

For sub-organizations, you can configure an email notification to the sub-organization owner before you run out of SMS credits:

SMS_notification-threshold_EN-US.png
  1. Go to your account drop-down > Settings. 
  2. In the Notifications section, check the Receive an email when your SMS credit falls below the threshold you set option. 
  3. Enter a number corresponding to the threshold at which you want to be notified. For example, enter 100 to be notified when you have 100 SMS credits left.
  4. Click Save.

Create a sub-organization group

You can gather sub-organizations in groups to organize them. You assign sub-organization groups to admin users so they can only manage the sub-organizations in these groups.

  1. Go to Groups.
  2. Click + Create a group.
  3. Give a name to the group.
  4. Select the sub-organizations you want to add to the group in the dropdown list.
    enterprise_create-group_EN-US.png
  5. Click Add.

You can then:

  • Click the pen and sheet icon next to the group name to edit the sub-organizations group.
  • Click the cross next to the group name to delete the sub-organizations group. The sub-organizations within the group will not be deleted.
  • Assign an admin user to the sub-organization group. To learn more, check our dedicated article Add and manage users from your Admin account.

Overview

The overview on the homepage shows:

enterprise_overview-homepage_EN-US.png

  1. The number of sub-organizations you have added / The number of sub-organizations included in your plan
  2. The number of Marketing and Sales and Service users you have added / The number of Marketing and Sales and Service users included in your plan
  3. The number of emails sent / The number of emails included in your plan
  4. The number of SMS credits used / The number of SMS credits included in your plan
  5. The number of WhatsApp credits used / The number of WhatsApp credits included in your plan
  6. The number of Push sent / The number of Push included in your plan
  7. The number of landing pages used / The number of landing pages included in your plan

If you have set no limitation on the number of sub-organizations, users, emails sent, landing pages, SMS credits, or WhatsApp credits used, you can also see the eventual overages.

⏭️ What's next?

🤔 Have a question?

If you have a question, feel free to contact our support team by creating a ticket from your account. If you don't have an account yet, you can contact us here.

If you’re looking for help with a project using Brevo, we can match you with the right certified Brevo expert partner.

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