Organizations and workspaces

One organization holds the credit balance, the people, usage reports and the audit log; its workspaces hold the agents, workflows, knowledge and keys. Roles, invitations, limits, archiving and restoring, handing an organization over and deleting it.

1. 01Organizations and workspacesWhat an organization holds (billing, members, usage, the audit log), what a workspace holds (agents, workflows, knowledge, keys, environments), the switcher and the Settings pages.Concept3 min
2. 02Roles and permissionsOrganization roles (owner, admin, billing, member) and workspace roles (admin, editor, viewer), with a table of what each can do. Owners and admins are admins of every workspace.Reference2 min
3. 03Switch workspaces and create oneMove between workspaces and organizations from the switcher at the top of the menu, make a new workspace (owners and admins), and what a new workspace starts with.Guide2 min
4. 04Invite peopleInvite people to the organization by email with a role and the workspaces to join. The link works for 14 days and must be accepted with the invited address, by signing in or creating an account.Guide3 min
5. 05Change roles, add people to workspaces and remove themChange organization roles and remove people on Organization → Members; add people from the organization to a workspace, change their workspace role or remove them on Workspace → Members; leaving.Guide2 min
6. 06Credits and billing for an organizationOne balance for every workspace, who can buy credits, monthly credit limits per workspace and what happens when one is reached (402 WORKSPACE_CREDIT_LIMIT), who gets the billing emails.Concept2 min
7. 07Usage reportsSettings → Organization → Usage: credits per day stacked by workspace, by type, the top agents and each workspace's credits, requests and conversations over a date range, for owners, admins and billing members.Reference1 min
8. 08The audit logSettings → Organization → Audit log: who changed what, newest first, with filters by workspace, kind of change and a search. Members, invitations, workspaces, the organization, environments and releases.Reference1 min
9. 09Archive and restore a workspaceArchiving pauses a workspace: its agents stop answering on their widgets, chat links and API (402 WORKSPACE_ARCHIVED), it spends no credits and nobody can open it. An organization owner or admin restores it from Organization → Workspaces.Guide2 min
10. 10Transfer ownership of an organizationThe owner hands an organization to another member with Make owner on Organization → Members, and becomes an admin. A personal organization, the one made with your account, can't be transferred.Guide1 min
11. 11Delete an organizationThe owner deletes an organization from Organization → General once nobody else is in it. Its workspaces, agents, knowledge, keys, balance and billing history go, its card is removed from Stripe, and you go back to your personal organization.Guide1 min
12. 12Create another organizationA second organization is a separate team with its own members, credit balance and workspaces. Make one from the switcher; you become its owner, and it starts with a Default workspace and no credits.Guide1 min
13. 13API keys and widget keys per workspaceEach workspace has its own secret API key, made with the workspace and shared by its environments; widget keys belong to agents, so they stay with the workspace that owns the agent.Reference1 min