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Find definitions of unfamiliar terms and concepts in the Profound glossary.
Everything you do in Profound lives in an organization: your categories, members, credits, and resources, such as Agents, Dashboards, or Knowledge Bases. Inside an organization, teams group people who work together, so you can give the whole group access to the same categories and resources at once.

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Organizations

An organization is your company’s space in Profound. It holds your data, your members and their roles, and your credits.

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What data belongs to an organization

Some data belongs to the organization as a whole, and some belongs to a single category inside it. Organization-wide data is available across all your categories: This data is scoped to your organization, but that doesn’t mean that all members can see it by default. Resources such as Dashboards, Documents, Projects, Sheets, Aim chats, Agents, and Workflows stay private to the person who created them until they’re shared with people, teams, or the whole organization. Category-specific data is available only inside the selected category: Learn more in Categories in Profound.

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Creating an organization

Profound creates an organization in one of the following ways:
  • With a Profound contract: when your company buys Profound through the sales team, Profound sets up the organization for you.
  • With a sign-up on the Profound website: when you create an account yourself, Profound creates a new organization on a trial plan during onboarding and makes you its admin.
To join an organization that already exists, ask an admin to invite you. If your company uses Directory Sync, your identity provider adds you automatically.

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Teams

A team is a named group of members inside your organization. Teams solve a common problem for larger companies: different groups work on different brands, markets, or clients, and each group needs access to its own categories and resources. Without teams, an admin grants that access to one person at a time. With teams, you grant it once to the team, and everyone in it gets the same access. Learn more in How teams work in Profound.

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What data belongs to a team

A team doesn’t own data: the data belongs to the organization, and the team controls who can reach it. Each team has:
  • Members: the people in the team.
  • Categories (optional): the categories every member of the team can access.
  • Shared resources (optional): Dashboards, Documents, Sheets, Agents, Workflows, and other resources shared with the team.
  • Team wallet (optional): credits reserved for the team’s use. Learn more in Team wallets.

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How organizations, teams, and categories relate

  • A team belongs to one organization, and only members of that organization can join it.
  • A member can belong to several teams.
  • A team can access only categories your organization uses, including categories shared with it by another organization.
  • Team access adds to the access a member already has. Members keep the categories granted to them individually on the People page, plus everything their teams grant.
  • When you remove a member from a team, they lose the categories and shared resources they had through that team. Anything granted to them directly or through another team stays. If they were spending from the team’s wallet, they go back to spending from the organization’s wallet.

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Multiple organizations and teams

Teams and organizations both split your company into groups. You can keep all of your Profound data in one organization split into teams, or have multiple organizations, each with its own data. The difference between the two approaches is how complete you want the split to be.

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When to use teams

Use teams when groups need to work separately but stay connected under one set of admins. With teams:
  • Admins oversee every group. Organization admins manage all teams in one place and can see every member.
  • Groups can still work together. A member can belong to several teams, and anyone can share organization-wide resources (such as Projects, Documents, or Agents) with another team, without switching organizations.
  • Reporting is unified. Dashboards can combine data from every team’s categories, so leadership sees the whole business in one place.
Example use case: a company with “EMEA Marketing” and “North America Marketing” teams, each with its own categories and budget, and a central marketing operations admin who oversees both.

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When to use multiple organizations

Use separate organizations only when groups need full separation, including different admins. With separate organizations:
  • Each organization has its own admins and members. No one can see an organization’s data unless they’re a member of it, so an admin of one organization can’t see the members of another.
  • Members switch between organizations manually with the organization selector to work in each one.
  • Reporting stays separate. Dashboards and other reports can’t combine data across organizations.
Example use case: a holding company whose subsidiaries run as independent businesses. Each subsidiary’s marketing team manages its own Profound setup, and no one at the parent company or at another subsidiary should have admin access to it.

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How multiple organizations and teams relate

  • A team belongs to one organization. It can’t include members or categories from another organization.
  • One Profound login can belong to several organizations. Your role and teams in one organization don’t carry over to another.
  • An organization can share categories with other organizations. The receiving organization can use a shared category and give its own teams access to it, but only the owning organization can edit it.