> ## Documentation Index
> Fetch the complete documentation index at: https://docs.glowstudio.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Managing Client Organizations

Effectively managing client organizations is crucial for maintaining a **structured** and **efficient** agency operation in GlowStudio. This guide will walk you through the process of creating, editing, and managing client organizations.

<Frame>
  <img src="https://mintlify.s3-us-west-1.amazonaws.com/magicmarkas/images/clients-ui.png" />
</Frame>

## Creating a New Organization

<Steps>
  <Step title="Access Client Tab">
    Navigate to the `Client` tab in your GlowStudio dashboard.
  </Step>

  <Step title="Initiate Creation">
    Click the `+ New Client` button in the upper middle section of the interface.
  </Step>

  <Step title="Enter Details">
    In the organization creation screen, provide the following information:

    * **Organization Name** (Your client's business name)
    * Upload or drag-and-drop a **logo/image** for the organization

    <Frame>
      <img src="https://mintlify.s3-us-west-1.amazonaws.com/magicmarkas/images/create-new-org.png" />
    </Frame>
  </Step>

  <Step title="Finalize">
    Click the `+ Add` button at the bottom of the screen to create the organization.
  </Step>
</Steps>

<Tip>
  After creating an organization, you can customize additional settings such as dashboard language, layout, and features. See the **Configuring Organization Settings** section below for more details.
</Tip>

## Assigning Agents to Organizations

Once you've created an organization, you'll need to assign relevant AI agents (widgets) to it.

<Steps>
  <Step title="Locate Agents">
    Find the agent list on the **right side** of the Client tab.
  </Step>

  <Step title="Search (Optional)">
    Use the **search bar** at the top of the agent list to find specific agents quickly.
  </Step>

  <Step title="Drag and Drop">
    **Click and drag** the desired agent(s) from the right side list onto the client's organization in the left side list.
  </Step>
</Steps>

<Tip>
  You can assign **multiple agents** to a single organization. This is useful for clients who need different chatbots for various purposes or departments.
</Tip>

## Configuring Organization Settings

After creating an organization, you can customize various settings to tailor the experience for your clients:

<Steps>
  <Step title="Access Org Info">
    Click `manage` on the organization you want to edit and then select the `Org Info` button.
  </Step>

  <Step title="Adjust Settings">
    In the Org Info panel, you'll find several customization options:
  </Step>
</Steps>

<AccordionGroup>
  <Accordion title="Dashboard Language">
    Select the language for the client dashboard interface using the dropdown menu. Languages supported use [ISO 639-1](https://en.wikipedia.org/wiki/List_of_ISO_639_language_codes) list.

    <Tip>
      The language setting affects onlye the dashboard, not the content of the chatbots or knowledge base.
    </Tip>
  </Accordion>

  <Accordion title="Dashboard Layout">
    Choose between `Vertical` and `Horizontal` navigation layouts for the client dashboard.
  </Accordion>

  <Accordion title="Handoff Settings">
    **Configure how client-to-human handoffs are managed:**

    <CardGroup cols={2}>
      <Card title="Enable human handoff" icon="user-headset">
        Toggle this to allow users to request human assistance.
      </Card>

      <Card title="Smart Handoff" icon="brain">
        When enabled, the AI will automatically detect when a user needs human assistance and initiate a handoff without requiring the user to click the handoff UI.
      </Card>

      <Card title="Disable Handoff Messages" icon="message-slash">
        Hide messages that indicate when a human or AI is talking during handoffs.
      </Card>
    </CardGroup>
  </Accordion>

  <Accordion title="Canned Responses">
    Toggle `Enable Canned Responses` to allow the use of pre-written responses in client interactions.
  </Accordion>
</AccordionGroup>

<Note>
  Remember to click `Save & Close` after making changes to ensure all settings are applied to the organization.
</Note>

<img src="https://mintlify.s3-us-west-1.amazonaws.com/magicmarkas/images/org-info-settings.png" alt="Organization Info settings panel" />

## Related Documentation

Explore these related topics to further enhance your understanding of GlowStudio's whitelabel features:

<CardGroup cols={2}>
  <Card title="Creating Users" icon="user-plus" href="/whitelabeling/clients/creating-users">
    Learn how to add and manage users within client organizations.
  </Card>

  <Card title="Setting Permissions" icon="lock" href="/whitelabeling/clients/setting-permissions">
    Understand how to configure access levels for client users.
  </Card>

  <Card title="Client Dashboard Features" icon="gauge" href="/whitelabeling/clients/client-dashboard/features">
    Explore the features available in the client-facing dashboard.
  </Card>

  <Card title="Inviting Clients" icon="envelope" href="/whitelabeling/clients/inviting-clients">
    Master the process of onboarding clients to their new dashboard.
  </Card>
</CardGroup>
