Organizations
Create teams, invite members, and manage roles in InfuseOS organizations.
Organizations
Organizations (workspaces) let you collaborate with your team on InfuseOS. Share knowledge, manage members, and centralize billing.
Screenshot
[IMAGE PLACEHOLDER: Organization dashboard with member list]
What Organizations Offer
- Shared knowledge base: Team members can access workspace memory
- Centralized billing: One subscription for the whole team
- Role-based access: Control who can do what
- Team collaboration: Work together on projects
Creating an Organization
Access Organizations
Click Organizations in the sidebar
Create Workspace
Click Create Organization
Name Your Workspace
Enter a name for your organization A URL-friendly slug is generated automatically
Start Using
Your organization is created and you're the owner
Organization Tabs
| Tab | Description |
|---|---|
| Members | View and manage team members |
| Invitations | Pending invites with badge count |
| Knowledge | Workspace memory (admin/owner only) |
| General | Organization settings |
| Billing | Team subscription management |
Roles and Permissions
InfuseOS has three roles:
| Role | Permissions |
|---|---|
| Member | Use InfuseOS, access shared knowledge, manage own resources |
| Admin | Everything members can do + invite members, configure integrations |
| Owner | Everything admins can do + billing, settings, full control |
Role Comparison
| Action | Member | Admin | Owner |
|---|---|---|---|
| Use chat and features | ✅ | ✅ | ✅ |
| Access workspace knowledge | ✅ | ✅ | ✅ |
| Save to workspace memory | ✅ | ✅ | ✅ |
| Invite members | ❌ | ✅ | ✅ |
| Remove members | ❌ | ✅ | ✅ |
| Manage billing | ❌ | ❌ | ✅ |
| Delete organization | ❌ | ❌ | ✅ |
Inviting Members
Open Invitations
Go to Organizations → Invitations tab
Click Invite
Click Invite Member
Enter Details
- Email address of the person to invite
- Role to assign (Member, Admin, or Owner)
Send Invitation
Click Send Invitation An email is sent to the invitee
Screenshot
[IMAGE PLACEHOLDER: Invite member dialog]
Invitation Limits
Invitations count against your seat limit. If you have 5 seats:
- 3 active members + 2 pending invites = at limit
- You can't invite more until seats are freed or added
Managing Invitations
| Action | Description |
|---|---|
| Resend | Send the invitation email again |
| Cancel | Revoke the invitation |
Accepting Invitations
When invited to an organization:
- Check your email for the invitation
- Click the Accept Invitation link
- Sign in or create an account if needed
- You're now a member of the organization
Managing Members
Viewing Members
Go to Organizations → Members to see:
- All team members
- Their roles
- Join date
Removing Members
Admins and owners can remove members:
- Go to Organizations → Members
- Find the member to remove
- Click Remove
- Confirm the removal
Removed members immediately lose access to the organization and its shared resources.
Changing Roles
Currently, role changes require removing and re-inviting the member with the new role.
Workspace Knowledge
Organizations have a shared knowledge base:
Saving to Workspace
"Save this to workspace memory: Our onboarding process is..."Searching Workspace
"Search workspace knowledge for the onboarding documentation"Managing Workspace Knowledge
Admins and owners can:
- Go to Organizations → Knowledge
- View all workspace documents
- Delete outdated content
Screenshot
[IMAGE PLACEHOLDER: Workspace knowledge management]
Team Billing
Team Plan Pricing
$49 per seat per month
Each seat includes:
- 4,000 credits
- 5M knowledge words
- 25 workflows
- All features
Managing Seats
- Go to Organizations → Billing
- View current seat count
- Add or remove seats as needed
Billing Portal
Click Manage Billing to:
- Update payment method
- View invoices
- Change seat count
- Cancel subscription
Screenshot
[IMAGE PLACEHOLDER: Team billing page]
Switching Organizations
If you're in multiple organizations:
- Click your profile in the sidebar
- See available organizations
- Click to switch between them
Best Practices
1. Use Descriptive Names
Name your organization clearly (e.g., "Acme Corp" not "Org 1")
2. Assign Appropriate Roles
- Most team members should be Members
- Team leads can be Admins
- Keep Owner count minimal
3. Organize Shared Knowledge
Create naming conventions for workspace content so everyone can find what they need.
4. Monitor Usage
Regularly check team usage to ensure you have enough seats and credits.