Account
Organizations
Set up team workspaces, roles, and shared operating context.
Organizations
Organizations let teams share context, workflows, and governance in one workspace.
Screenshot
[IMAGE PLACEHOLDER: Organization members list with role controls and invitations]
What Changes in Workspace Mode
| Area | Personal mode | Workspace mode |
|---|---|---|
| Memory | Private to user | Shared by workspace members |
| Integrations/channels | User-owned context | Team-owned context |
| Usage visibility | Personal usage only | Team usage + planning visibility |
| Collaboration | Individual | Multi-member workflows |
Roles
| Role | Typical access |
|---|---|
| Member | Uses workspace resources |
| Admin | Manages members and key workspace settings |
| Owner | Full control, including billing-sensitive actions |
Invite Members
Open workspace members
Go to organization members/invitations view.
Send invite
Add email and assign role.
Confirm acceptance
Invitee accepts from email invite link.
Scope Safety Checklist
- Confirm active workspace before connecting integrations.
- Keep sensitive personal data in personal scope unless explicitly approved.
- Label shared memory entries clearly.
- Review role access quarterly.
Most team data mistakes come from scope confusion. Always verify you are in the correct workspace before actioning.