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An organization in DialNexa is the top-level entity that owns one or more workspaces. While workspaces are the day-to-day operational units (containing agents, numbers, and calls), the organization provides a governance layer across all workspaces - centralized member management, billing oversight, organization-wide API keys, and audit logging.
Organizations are an Enterprise feature. Standard accounts have a single workspace with workspace-level member management, but no organization layer.

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Organization vs. Workspace

Understanding the distinction is important before configuring access:
LevelWhat it managesWho manages it
OrganizationAll workspaces, billing, members, org-wide settingsOrganization Owner, Org Admins
WorkspaceAgents, phone numbers, calls, workspace membersWorkspace Owner, Workspace Admins
An organization member can have different roles in different workspaces. A user might be an Org Viewer but a Workspace Admin in specific workspaces they actively manage.

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Organization Settings

Access organization settings at app.dialnexa.com → Organization Settings (visible to Org Owners and Org Admins).

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Organization Name and Details

Update your organization’s display name, legal business name, and contact details. These appear on billing documents and in compliance contexts.

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Default Workspace Settings

Configure default settings that apply to all new workspaces created within the organization:
  • Default LLM model
  • Default transcriber
  • Default recording policy
  • Default data retention period
Individual workspaces can override these defaults in their own workspace settings.

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Centralized Billing

Organization-level billing consolidates wallet recharges, invoices, and usage across all workspaces into a single billing account. Go to Organization Settings → Billing to:
  • View combined wallet balance
  • See usage breakdowns per workspace
  • Configure org-wide auto-recharge
  • Download consolidated invoices

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Managing Organization Members

Organization members are users who have access to the organization layer - they can manage workspaces, invite users across workspaces, and view org-level analytics depending on their role.

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Organization Roles

RoleWhat they can do
Org OwnerFull access to all organization and workspace settings, billing, and member management. Can create and delete workspaces.
Org AdminManage organization members and workspace assignments. Cannot manage billing or delete the organization.
Org ViewerView organization-level analytics and workspace list. Cannot modify anything.
Org roles are separate from workspace roles. An Org Admin does not automatically have Admin access to every workspace - workspace access must be granted separately by the workspace owner.

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Inviting Organization Members

1

Go to Organization Members

Navigate to Organization Settings → Members.
2

Click Invite Member

Click + Invite Member in the top right.
3

Enter the email and select an org role

Enter the member’s email address and select their organization role (Org Admin or Org Viewer - Org Owner cannot be assigned through invitation).
4

Optionally assign workspace access

You can simultaneously grant the invitee access to specific workspaces and assign their workspace role in each. This saves a separate step.
5

Send the invitation

Click Send Invitation. The invitee receives an email to accept. Invitations expire in 7 days.

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Removing Organization Members

To remove a member from the organization:
  1. Go to Organization Settings → Members
  2. Find the member
  3. Click Remove from Organization
  4. Confirm
Removing a member from the organization revokes their org-level access. Their workspace access (if any) must be revoked separately within each workspace they belong to.
Removing a member from the organization does not automatically remove them from individual workspaces. Review their workspace access explicitly after removing them from the org.

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Organization-Level API Keys

Organization-level API keys have cross-workspace access - a single key can read and modify resources across all workspaces in the organization. This is useful for:
  • Centralized monitoring and analytics systems
  • Multi-workspace administration scripts
  • Billing and usage reporting tools
To create an org-level API key:
  1. Go to Organization Settings → API Keys
  2. Click + New Org API Key
  3. Name the key and select permissions
  4. Copy and store the key
Org-level API keys follow the same security practices as workspace-level keys. See API Keys. When using an org-level key in API calls, specify the workspace ID in the request to scope the action to a specific workspace.

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Audit Logs

The organization audit log records all significant actions taken across all workspaces in the organization. This provides a complete trail for security reviews and compliance audits. What is logged:
  • Workspace creation and deletion
  • Agent creation, update, and deletion
  • Phone number purchases and releases
  • API key creation and revocation
  • Member invitations, role changes, and removals
  • Billing events (recharges, invoices)
  • Login events (successful and failed)
  • Password and MFA changes
  • SSO configuration changes
Accessing audit logs:
  1. Go to Organization Settings → Audit Log
  2. Filter by date range, workspace, actor, or event type
  3. Export as CSV for external analysis or archival
Streaming to SIEM: Audit log events can be streamed to external systems via webhook. Configure the audit log webhook URL in Organization Settings → Audit Log → Export Settings. Each event is sent as a JSON payload to your configured endpoint. Audit logs are retained for 365 days. For longer retention, configure a SIEM integration to archive logs in your own storage.

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Creating and Managing Workspaces at the Org Level

Organization Admins and Owners can create workspaces from the organization settings, without needing to be a member of a specific workspace:
  1. Go to Organization Settings → Workspaces
  2. Click + Create Workspace
  3. Name the workspace, select the region, and assign initial members
  4. Click Create
The organization settings workspace list shows all workspaces, their member count, call volume, and status. Workspaces can be archived (deactivated without deletion) from here.