Organizations
Utiq Pulse uses a three-tier organization hierarchy to manage agencies and clients.
Organization Hierarchy
The platform uses a hierarchical structure: Owner > Agency > Client
Owner (Utiq)
└── Agency 1
├── Client A
└── Client B
└── Agency 2
└── Client C
Organization Types
| Type | Description | Capabilities |
|---|---|---|
| Owner | Platform owner (Utiq) | Full system access, manage all organizations |
| Agency | Advertising agencies | Manage studies, create client organizations |
| Client | Brands/advertisers | Create and view own studies |
Creating Organizations
Administrators can create new organizations from the Organizations menu.
1
Navigate to Organizations
Go to Organizations > New Organization
2
Enter Name
Enter a name for the organization
3
Select Type
Choose Owner, Agency, or Client
4
Assign Parent
For clients, select the parent agency
Permission Matrix
Organization creation permissions vary by role.
| Action | Owner Admin | Agency Admin |
|---|---|---|
| Create Agency | ✓ | ✗ |
| Create Client | ✓ | ✓ |
| View All Organizations | ✓ | Own + children |
| Delete Organization | ✓ | Children only |
Visibility Rules
Users can only see organizations within their hierarchy. Agency users see their own organization and client children. Client users only see their own organization.