Manage your organization, team members, roles, and settings in Rembrandt.
What is an organization
An organization is your team's workspace in Rembrandt. It contains your data, settings, members, and integrations. All data is scoped to your organization. Members only see data belonging to the organization they have selected.
You can be a member of multiple organizations and switch between them at any time.
Roles
Rembrandt has two types of roles: organization roles that control platform access, and sales roles that are used for qualification pipeline assignment and territory management.
Organization roles
|
Role |
Permissions |
|---|---|
|
Owner |
Full access to everything. Can manage settings, members, billing, integrations, and all data. Each organization has one owner. |
|
Admin |
Same as Owner, except cannot transfer ownership. Can manage settings, invite members, and configure integrations. |
|
Editor |
Operates the product: opportunities, campaigns, accounts, contacts. Cannot open the Configuration section or organization settings, or manage members. |
|
Viewer |
Read-only access. Can view data but cannot create or edit anything. Cannot access organization settings. |
OWNER
ADMIN
EDITOR
VIEWER
Who can do what
|
Action |
Owner |
Admin |
Editor |
Viewer |
|---|---|---|---|---|
|
View data (accounts, opportunities, funnel) |
Yes |
Yes |
Yes |
Yes |
|
Create and edit operational data (opportunities, campaigns, contacts) |
Yes |
Yes |
Yes |
-- |
|
Configure intelligence (pain clusters, domains, frameworks, agents, data points) |
Yes |
Yes |
-- |
-- |
|
Manage members and invites |
Yes |
Yes |
-- |
-- |
|
Configure organization settings |
Yes |
Yes |
-- |
-- |
|
Manage integrations |
Yes |
Yes |
-- |
-- |
|
Manage subscription and billing |
Yes |
Yes |
-- |
-- |
|
Transfer ownership |
Yes |
-- |
-- |
-- |
The whole Configuration section of the sidebar is hidden from Editors and Viewers, and the routes behind it are blocked server-side as well.
Sales roles
Sales roles are separate from organization roles and are used for the Sales Funnel (review stages and reviewer assignment):
|
Sales Role |
Purpose |
|---|---|
|
BDR |
Business Development Representative, typically handles initial qualification |
|
AE |
Account Executive, typically handles deal-level evaluation |
|
Sales Director |
Oversees the qualification process, has override authority when role-based permissions are enforced |
BDR
AE
SALES_DIRECTOR
Sales roles are optional. Not every team member needs one. They are only relevant if you use the review pipeline with role-based stage assignment.
Organization settings
Organization settings are only accessible to Owners and Admins. Navigate to Settings > Organization from the sidebar.
The Organization group contains:
|
Page |
What it's for |
|---|---|
|
Members |
Members and invites, organization roles and sales roles |
|
Security |
Two-factor authentication requirement for password sign-ins |
|
Single Sign-On |
Sign-in through your own identity provider. See Single Sign-On |
|
Timezone |
The organization timezone used for SLAs, digests, and schedules |
|
API Tokens |
Service accounts and |
|
Integrations |
Connect HubSpot, Salesforce, ZoomInfo, Outreach, Salesloft, and LinkedIn |
|
MCP Connections |
Manage which AI assistants may reach this organization, and revoke them |
|
Campaign AI Keys |
Run campaign AI on your own OpenAI or Anthropic key |
|
Sales |
Review pipeline
, Sequences, Copy guidance, and Sales suppression |
|
Contacts |
The default DMU, contact sync, and the title families and search filters sourcing looks for |
Some entries only appear when the matching capability is switched on for your organization: Single Sign-On, MCP Connections, Campaign AI Keys, Marketing, Contacts > Contact Sync, Contacts > Title families and Search filters, and Sales > Sales suppression. If one is missing, it is not enabled for you yet. Ask your account team.
Campaign AI Keys
Campaign AI covers the two places Rembrandt writes for you: the account briefing and the outreach copy on a campaign. By default that runs on Rembrandt's models and is included.
If your organization would rather that ran on its own contract, connect an OpenAI or Anthropic key here and campaign AI uses it instead. Core platform processing, meaning the agents that score your accounts, always runs on Rembrandt's models and is not affected.
Available on request. Ask your account team to enable it.
Sales suppression
Sales suppression stops Rembrandt outreach on accounts and contacts another team is already working, using a property the two teams share in your CRM. When an account enters review, Rembrandt can claim it there, so the other side sees the claim in the system they already use.
It requires a connected CRM and is enabled per deployment.
Members
Manage your team from Settings > Organization > Members.
Members tab: View and manage current members:
-
See each member's organization role and sales role
-
Update sales roles individually or in bulk
-
Remove members
Invites tab: View and manage pending invitations:
-
See invitation status
-
Resend or revoke invitations
Inviting members
Owners and Admins can invite new members:
-
Go to Settings > Organization > Members
-
Click Invite Member
-
Enter the person's email address
-
Choose an organization role (Admin, Editor, or Viewer; Owner cannot be assigned via invite)
-
Optionally choose a sales role (BDR, AE, or Sales Director)
-
Send the invitation
The invited person receives an email with a link to accept and join the organization.
Bulk invite via CSV: You can import multiple invitations at once using a CSV file. The CSV import supports email, role, and sales role columns.
Security
Require two-factor authentication from Settings > Organization > Security. When the toggle is on, every member who signs in with a password must enrol an authenticator app before they can use the app. Members who sign in with Google are not affected. Individual users manage their own second factor under Settings > Profile > Security.
Timezone
Set your organization's timezone from Settings > Organization > Timezone. This affects SLA calculations, notification timing, and scheduled operations.
API tokens
Manage API access from Settings > Organization > API Tokens. Here you can create service accounts with API keys for integrating Rembrandt with external tools and workflows. See the API Integration Guide for details.
Integrations
Connect external tools from Settings > Organization > Integrations. Cards are shown for:
-
HubSpot: CRM account and contact access
-
Salesforce: CRM account and contact access
-
Salesloft: Outreach sequence delivery
-
Outreach: Outreach sequence delivery
-
LinkedIn: Audience activation and campaign reporting
Each connection lists the permissions it was authorized for. A granted permission is not the same as an enabled feature: the feature itself is switched on and configured on its own settings page. For example, contact sync lives on Settings > Organization > Contacts > Contact Sync.
See the Integrations Guide for details.
Sales
Configure the review pipeline from Settings > Organization > Sales > Pipeline (titled "Sales Pipeline"): review stages, sales-role assignment, SLAs, thresholds, and reviewer permissions. The same Sales group also holds Sequences and Copy guidance for outreach. See the Sales Funnel and Campaigns for how those settings show up in review.
Subscription
Manage your subscription and billing. View your current plan, usage, payment history, and manage your subscription.
Switching organizations
If you belong to multiple organizations, you can switch between them using the organization switcher in the sidebar. Click your organization name and select a different one from the dropdown. You can search by name if you have many organizations.
Your selected organization determines:
-
Which data you see across the platform
-
Your role and permissions
-
Which integrations and settings apply
You can also view all your organizations from Settings > Profile > Joined Organizations.
Signing in
Rembrandt supports two sign-in methods:
-
Email and password: Create an account with your email
-
Google: Sign in with your Google account
Email verification is required for all accounts. Sign-up itself is invite-only, so see Getting Started. If your organization requires two-factor authentication, password sign-ins also ask for a code from your authenticator app.
Common questions
Can I be in multiple organizations?
Yes. You can be a member of multiple organizations and switch between them at any time using the sidebar switcher.
Who can invite team members?
Owners and Admins can invite new members. Editors and Viewers cannot send invitations.
What is the difference between organization roles and sales roles?
Organization roles (Owner, Admin, Editor, Viewer) control what you can access and configure in the platform. Sales roles (BDR, AE, Sales Director) are used by the review pipeline for reviewer assignment and override permissions. They are independent. An Editor can have a Sales Director sales role, for example.
How do I create a new organization?
Organizations are provisioned for you and the owner is invited into them, rather than created self-service from inside the app. Contact support or your account team if you need an additional organization.
What happens if I leave an organization?
You lose access to that organization's data, settings, and integrations. You can still access other organizations you belong to.
Need help
-
See the Getting Started for first-time setup
-
Check Sales Funnel and Campaigns for pipeline settings
-
See the Troubleshooting Guide
-
Contact support at support@rembrandtagents.com