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If you manage multiple businesses, divisions, or clients, you can create separate Cassidy organizations — each with its own Knowledge Base, Agents, Workflows, billing, and team members. You can switch between organizations without signing out.

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Create a new organization

1

Sign out of your current account

Click your account name at the bottom of the sidebar and select Sign Out.
2

Create a new account

Go to app.cassidy.ai and sign up with a different email address. Each Cassidy organization needs a unique owner email.
If you use Google Workspace or Microsoft 365, you can use email aliases (e.g., you+clientname@company.com) to create separate accounts without needing entirely different email addresses.
3

Set up the new organization

Complete the onboarding flow for the new organization — name it, invite team members, and configure your plan.
4

Link your accounts (optional)

To access both organizations from a single login, invite your primary email as a Member in the new organization. Then accept the invitation from your other account.This lets you switch between organizations without signing out.

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Switch between organizations

If your email is associated with multiple Cassidy organizations:
  1. Click your account name at the bottom of the sidebar.
  2. You’ll see a list of all organizations you belong to.
  3. Select the organization you want to switch to.
Sidebar menu showing multiple organizations to switch between
Your workspace will reload with the selected organization’s resources, Agents, Workflows, and Knowledge Base.
Each organization has its own billing, credits, team members, and data. Nothing is shared between organizations — they are completely isolated.

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Next steps

Invite team members

Add colleagues to any of your organizations.

Manage plans

Configure billing for each organization independently.