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

See pricing plans for the full feature matrix.

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. Go to Account Settings and select Subscription.
3. Upgrade to a paid plan. An organization is created automatically and your account becomes the Account Manager.
4. Name the organization from Account Settings > Organization.

How to invite a user to your organization link

1. Go to Account Settings > Organization > Members.
2. Click Invite member.
3. Enter the invitee’s email address.
4. Select a role for the new member.
5. Click Send invite.

The invitee receives an email with a signup link. 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

1. Go to Members in the organization settings.
2. Find the member in the list.
3. Click their current role and select the new role from the dropdown.
4. The change takes effect immediately.

How to remove a member link

1. Go to Members.
2. Click the menu icon on the member’s row.
3. Select Remove from organization.
4. Confirm the removal.

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.

Teams (Enterprise only) link

Enterprise organizations support Teams: named subsets of members used to scope permissions to specific groups of tags.

Typical team structures:

• By department — Marketing, Operations, Facilities, each with their own Kitetag Groups
• By region — North America, EMEA, APAC
• By product line — Each product team manages its own tags

How to create a team link

1. Go to Account Settings > Teams.
2. Click Create team and name it.
3. Add members to the team.
4. Assign Kitetag Groups to the team. Team members can only see and edit groups assigned to their team.

An organization Admin or Owner can manage all teams. Team-scoped Editors and Viewers only see their team’s resources.

Single Sign-On (SSO) link

SSO with SAML or OIDC is available on Enterprise plans. Contact sales@kitetags.com to enable SSO for your organization.

When SSO is enabled:

• New members are auto-provisioned on first login from your identity provider
• Role assignment can be driven by IdP group membership
• Local password login can be disabled for enforcement

Activity log link

The organization activity log records key events for auditing:

• Member added, removed, or role-changed
• Kitetag claimed or grounded
• KDS, KI, or Group created, edited, or deleted
• Billing and plan changes

Access the log from Account Settings > Activity log. Enterprise plans can export the log as CSV or pipe events to a webhook.

Best practices link

• Default new team members to Tag Manager. Promote to Limited Account Manager only when they need to invite others or view billing.
• Keep the Account Manager role with a single responsible person — it cannot be transferred through the dashboard.
• On Enterprise, scope sensitive tag groups to their own Team so that only the relevant members can see them.
• Rotate out offboarded employees promptly. Removing a member does not affect tag data or interactions already configured.

Next steps link

• Review pricing plans to confirm user-management features for your plan
• Set up Kitetag Groups before assigning team permissions
• For Enterprise requirements including SSO and the REST API, contact sales@kitetags.com