Organizations and User Management in Kitetags

An organization groups multiple Kitetags users under a single billing account and shared set of tags, groups, data structures, and interactions. Use organizations when more than one person needs access to the same tags, or when your company requires centralized billing and access control.

Plan requirements link

Higher tag limits and custom arrangements are handled through sales — contact support@kitetags.com. See pricing plans for the full plan comparison.

Concepts link

Roles and permissions link

Every member has a role. Roles determine what actions the member can perform in the dashboard.

Role details link

• Account Manager — The primary admin of the organization. Created automatically when a Kitetags account upgrades to a paid plan. There is exactly one Account Manager per organization. Has every permission, including deleting members and canceling the subscription.
• Limited Account Manager (LAM) — A user the Account Manager has promoted from Tag Manager to share admin-level content powers without full destructive access. A LAM can invite members, manage tag data, edit billing information, and work with interactions, but cannot delete other members or cancel the subscription. Billing is inherited from the Account Manager’s subscription. Use this role when you want to share day-to-day admin work (especially invites) without handing over the organization.
• Tag Manager — The default role for team members invited into an organization. Tag Managers have full access to Kitetag Groups, KDS, Interactions, and tag data; they can use the Interaction Builder, upload CSVs, and move tags between groups. Tag Managers cannot see the Organization or Billing pages.

Promoting a Tag Manager to Limited Account Manager link

1. Go to Organization → Members.
2. Find the Tag Manager you want to promote.
3. Click the promote button in the Actions column.
4. Confirm the promotion in the modal. The prompt will remind you that a LAM cannot delete other members.

The promoted user’s role badge changes to Limited Account Manager and they gain access to the Organization and Billing pages.

How to create an organization link

An organization is created when a Kitetags account upgrades to any paid plan. On the Free plan, the account has a single user and no organization structure.

1. Sign in to the dashboard.
2. Open Billing from the sidebar and click Upgrade / Change Plan.
3. Complete checkout for any paid plan. An organization is created automatically and your account becomes the Account Manager.
4. Open Organization from the sidebar, click Edit Organization, and set the organization name, address, and contact details.

How to invite a user to your organization link

1. Open Organization from the sidebar.
2. Click Invite Member.
3. Enter the invitee’s email address in the modal.
4. Click Send Invitation.
5. The invite appears in the Pending Invitations table until it is accepted. Use Refresh to update the list.

The invitee receives an email with a signup link and joins as a Tag Manager. If they already have a Kitetags account, the invite merges them into your organization when they accept.

How to change a member’s role link

The role-change available to you on the Organization page is promoting a Tag Manager to Limited Account Manager — see Promoting a Tag Manager to Limited Account Manager above. New members always join as Tag Managers; you set no other role at invite time.

Other role changes — reverting a Limited Account Manager back to Tag Manager, or any change involving the Account Manager — are handled by the Kitetags support team. Contact support@kitetags.com with the member’s email and the change you need.

How to remove a member link

1. Open Organization from the sidebar.
2. Find the member in the Members table.
3. Click the remove (trash) icon in that member’s Actions column.
4. Confirm the removal in the dialog.

Removing a member revokes their access immediately. Tags, groups, and interactions they created remain owned by the organization.

How to transfer ownership link

The Account Manager role is not transferable through the dashboard. To change the primary admin of an organization — for example, when the current Account Manager leaves the company — contact support@kitetags.com. The support team will verify ownership and re-assign the role.

As an interim step, you can promote another Tag Manager to Limited Account Manager so they can handle day-to-day admin work while the ownership transfer is in progress.

Custom and enterprise needs link

Kitetags does not currently offer self-serve Teams, Single Sign-On (SSO), or an in-dashboard activity log. If your organization needs higher tag limits, SSO, custom domain encoding, or other enterprise arrangements, contact support@kitetags.com to discuss a custom plan — these are handled by the Kitetags team rather than configured in the dashboard.

Best practices link

• New members join as Tag Manager. Promote to Limited Account Manager only when they need to invite others or work with billing.
• Keep the Account Manager role with a single responsible person — it cannot be transferred through the dashboard. Contact support@kitetags.com to re-assign it.
• Rotate out offboarded employees promptly. Removing a member does not affect tag data or interactions they already configured.

Next steps link

• Review pricing plans to confirm which plan supports multiple users
• Set up Kitetag Groups so members have tags to work with
• Learn what members can build in the Interaction Builder