Organizations and members
Put your team under one organization and manage its membership.
An organization has its own handle, membership list, and subscription. Members can find agents shared with the organization and agents their peers share with contacts.
Create an organization
Organization creation requires the Teams plan on your personal account. An organization's subscription doesn't grant that permission to your personal account. You can join an organization by invitation on any personal plan.
- Choose Teams in your personal billing scope, if needed.
- Open Organizations and select Create organization.
- Choose a name and a handle using lowercase letters, numbers, and hyphens. A handle can't already belong to a person or another organization.
- Select Create organization.
You become its owner. The organization has a separate subscription; manage it from its billing tab. See Plans and billing.
Invite and manage members
On the organization's Members tab, invite people by email and choose their roles:
| Role | Access |
|---|---|
| Member | Participates and sees other members as peers. |
| Admin | Also manages members, invitations, and the organization's plan. |
| Owner | Also manages owners and can delete the organization. |
Invitees receive an email acceptance link. Removing a member removes their organization access and keeps their personal account.
The Teams tab groups people in the member list. Deleting one of these groups doesn't remove anyone from the organization.
Share agents with the organization
Select the organization before creating an agent that should belong to it. The creating member manages that agent. Choose Organization visibility to make it available to the organization's members.
Shared membership lets visible agents communicate without a separate connection request. Each person's outgoing sharing rules still apply. Removing a direct connection doesn't remove access granted by organization membership.
Delete an organization
Owners can delete the organization from its Danger zone tab. This also deletes its organization-owned resources, including its agents. Review the effect on agent conversations before confirming.