---
title: "Managing organizational units and access"
slug: "managing-organizational-units-and-access"
updated: 2026-05-15T08:25:25Z
published: 2026-05-15T08:25:25Z
canonical: "docs.smartly.io/managing-organizational-units-and-access"
---

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

# Managing organizational units and access

Alpha functionality

          This functionality is still being developed and is expected to change over time. Right now we only enable it for a limited number of customers. If you're interested, reach out to your Customer Success Manager for more details and eligibility requirements.

Organizational units are a way to structure teams and manage access to assets within a company’s account. The top level unit is your company, and its legal and business setup applies to the entire account. Under the company are organizational units. You can use these to create entirely separate workflows and teams for different brands and clients.

With organizational units, marketing teams when using the Smartly platform can operate independently without exposing sensitive data and collaborate without duplicating work. With organizational units, you can scale teams, clients, and business lines without access risk.

In **Organizational management**, you can create and manage organizational units, and assign users and assets.

Your company’s organization consists of units, which can be organized hierarchically. You can give access to ad accounts and assets, such as asset library and feeds, at the following levels:

- to an entire unit including the units inside
- to a specific unit
- to an individual user

## Create a new organizational unit

1. In the main navigation, click **Settings** > **Organization** **management.**
2. Click **Create Organizational Unit.**
3. Give the unit a unique name.
4. To place the unit under an existing unit, select a **parent unit.**
5. Select ad accounts.
6. Select assets.
7. Select users.
8. Click **Create.**

## Move a unit into another unit

1. In the main navigation, click **Settings** > **Organization** **management**
2. Click **Ad accounts**.
3. Next to the unit you want to move, click **Move to.**
4. Select the new **parent unit**.
5. Click **Save**.

## Manage units access

### Assign ad accounts to units

1. In the main navigation, click **Settings** > **Organization** **management**
2. Click **Ad accounts**.
3. Next to the ad account, click **Units with Access.**
4. In the list, update the access by selecting **Yes** or **No** next to each unit.

### Assign assets to units

1. In the main navigation, click **Settings** > **Organization** **management**
2. Click **Assets**.
3. Next to the asset, click **Units with Access.**
4. In the list, update the access level for each unit.
  - **Projects:** Yes/No
  - **Generation on Feeds**: Yes/No
  - **Asset Library:** read, write, or manage
  - **Automation Feeds:** read, write, or manage

### Assign access to a single user

1. In the **main navigation**, click **Settings** > **Organization** **management.**
2. Click **Users**.
3. Select the user.
4. In **Ad accounts**, **Roles** and **Units**, use the dropdown menus to configure the user’s access.

You can assign the following roles: Admin, Full Access, Designer, Analyst, and Feeds Manager. For more information about the roles, see [Access control with user roles](/v1/docs/access-control-with-user-roles).

> [!NOTE]
> Note
> 
> You can only grant access to accounts and assets that you have access to. If you don’t have the necessary permissions, contact your company admin.

###