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Concepts
Gain a basic understanding of Levelup's design so you can set up your organization and navigate efficiently.
Organization
In Levelup, an Organization is similar to a “workspace” — it's the container that holds your users and your companies. You can also think of it as your portfolio of companies.
For example, a firm like Proven, which handles accounting for hundreds of small businesses, would set up an organization on the Levelup platform. Proven can invite both internal team members and clients to collaborate within the platform.
- Proven’s team members (e.g. accountants, bookkeepers, managers) are added as internal users of the organization.
- Each user can be given access to all or specific companies.
- Companies can be shared across multiple external organizations for collaboration (e.g. clients, tax advisors).
Company
A Company in Levelup represents a single business entity. It typically corresponds to a unique EIN, though it may not have employees.
Best Practices:
- If a business owner operates through three separate entities, create three companies in Levelup.
- Think of a company as being tied to an accounting system:
- Three QBO instances? → Create three companies
- One unified ledger? → Create one company
In cases where a single user is setting up their own business, it’s common for the organization and company to have the same name.
Internal Organization Users (Members)
An internal user (or organization member) is someone who belongs to your organization — usually with the same email domain (e.g. @proven.co).
User Roles:
- Owner:
- Full access to organization settings
- Manage billing, users, and companies
- View all companies in the organization
- Administrator:
- Manage users and companies
- View all companies in the organization
- Read-Only User
- Limited access to specific companies assigned to them (coming soon)
- Admins can grant visibility per company (coming soon)
External Organization Users
An External Organization is a third-party entity that is granted access to one or more companies within Levelup.
Example:
A small business owner sets up an organization and company in Levelup, connects their accounting data, and then shares the company with:
- A tax accountant
- A bookkeeper
- A venture partner
The administrator or owner of the originating organization can invite external organizations via the Sharing tab. If an external organization is granted Admin access, they can then manage which of their (external organization’s) users will have access to the shared company.
Sharing
- Sharing is done between organizations
- What’s shared: Company-level data
- External organizations gain access to companies — not your entire organization
Visibility & Permissions
Company visibility within an organization is permission-based:
- Admins can see all companies created by or shared with the organization
- Read-only users can only access companies they have been explicitly granted access to (coming soon)
Portfolio
A Portfolio is a group of companies within an organization.
- Typically, a portfolio includes multiple companies, but it can also contain just one.
- Prebuilt dashboard tabs let you quickly see KPIs and summary metrics across your portfolio.
- You can filter, sort, and segment companies based on custom fields (coming soon).
- Saved views allow quick access to frequently used filters and sorts.
- Full tab customization (coming soon) will let users choose which fields to display.