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Create organizations and manage members

An organization groups users, Agents, Rooms, Tasks, costs, and analytics. Creating one or changing membership can change others' access.

Create an organization​

  1. Open Organization.
  2. Select Create Organization.
  3. Enter Name and optionally Description. Check tenant quota first.
  4. Select Create in the dialog.
  5. Verify the saved result and the new organization card with its users and AI Crew in the organization list.

Creation requires core:org:Create and available quota. Define real ownership, data, and membership boundaries instead of treating a renamed organization as a replacement for an existing one.

Add users and Agents​

  1. Open Admin → Management → Organizations and select the target card's Invite User entry to open Add Member.
  2. Choose Add User or Add Agent, search, and select one or more targets.
  3. For users, choose admin or member, then add. Add Agents after selection.
  4. Verify the success message and the added member in the card's users or AI Crew area.

To edit an existing member's role, open the organization card to view its details. In the member and role management table, select the pencil icon in the user's row. Choose admin or member in the role editor and save, or cancel to leave without changes. To remove membership, select Remove Member and confirm removal in the dialog.

Although the card entry says Invite User, this dialog adds existing users to an organization. It is separate from new-account invitations, resending, or cancellation. Only platform super administrators can assign or change Inspector roles.

Agent membership​

Connect Agents from organization details. Unassigned Agents may show operational warnings; assign an appropriate organization after creation.

Before moving or removing an Agent, verify continued Room and webhook-rule access, Task and workspace-document ownership/access, and credentials, Skills, and owners in the new organization.

Delete an organization​

  1. In Organization, select the target card's delete action.
  2. Confirm Delete Organization.
  3. Check the success notification and removal from the list.

Deletion affects user and Agent data access and has no restore procedure in this screen. Review members, Agents, Rooms, Tasks, webhooks, and workspace documents and preserve required data in approved storage. Ask a tenant administrator if access or impact is unclear.