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Setting Up Your Organization
When you sign up as a new agency, your Organization — your agency's private workspace — is created either at sign-up (dashboard direct sign-up) or automatically the moment your payment confirms (marketing-site checkout). Everything you build (clients, profiles, posts, reports, team members) lives inside it.
How your org was created depends on how you signed up
| Signup path | When the org is created | What you'll need to fill in next |
|---|---|---|
Marketing site checkout (localvisibilitylab.io → Get Started → Stripe Checkout) | Automatically, the moment Stripe confirms your payment. The org name defaults from your Stripe billing details; you rename it from Settings → General after first sign-in. | Branding, contact details, team, integrations. See "After first sign-in" below. |
Direct dashboard sign-up (dashboard.localvisibilitylab.io/sign-up) | At first sign-in, the platform asks you to pick an organization name and creates it. | Same as above, plus picking a paid plan from Billing. |
The Organization model only requires a name at creation. Branding (logo, colors), contact details (mailing address, support email/phone), and the storefront slug are all configured after sign-up — see below.
If you skip the logo at sign-up, the platform falls back to a generic placeholder. Don't ship to clients without one.
After first sign-in
You'll land on the Dashboard, mostly empty. That's expected.
Your next moves (in order):
- Settings → General — fill in contact details (support email for GA4/Search Console, customer onboarding settings, agency-manager invitee). Also where the org-wide email notification toggles live.
- Settings → Branding — set your app name, logo URL, and primary brand color. These appear on invoices, customer-facing emails, and (for Agency Partners) the storefront. Agency-partner orgs also see a White Label — Custom Domain subsection on this tab; see Custom Domains.
- Settings → My Notifications — choose what triggers an email to you (failed jobs, large refunds, new sign-ups via storefront).
- Settings → Stripe Connect (Agency Partner orgs) — connect your Stripe account and configure the storefront enable toggle + slug + plans toggle. See Stripe Connect. Your storefront URL becomes
dashboard.localvisibilitylab.io/storefront/<slug>.
Multiple organizations
Some agencies run more than one (one per brand, one per region). You can:
- Create additional orgs from the organization picker → Create New Organization.
- Be invited into multiple orgs by other agencies (e.g. as a fractional consultant).
Each org has its own data, billing, settings, and team. They are not linked.
Closing an organization
There's no self-serve "delete organization" UI today. To close your organization, email support@localvisibilitylab.io. Support handles the close-out so we can confirm billing is settled, exports are delivered if needed, and dependent connections (Stripe Connect, custom domains, social accounts) are cleaned up cleanly.