Switch workspace
Open the organization switcher in the top left and choose the workspace you want. Check the organization name in the UI afterward, before you create new content or change settings.
Find and open organizations
Choose Manage organizations. The overview shows your organizations; use search to narrow the list. Open an organization to see its General, Members, Org chart, Modules, and AI tabs.
Create a new organization
A new organization gets its own name and its own settings.
- Open Manage organizations and choose the action to add an organization.
- Enter the name.
- Check any trial confirmation shown, and the notes in the dialog.
- Click Create and open the new organization.
- Then set up the logo, members, and modules.
Set up the organization
In the General tab, you edit the name, logo, and web address. The part of the web address called the slug is the organization's URL short name. There you'll also find the current plan and the owner.
Set up your team and access
Under Members, you invite people and manage organization and access roles. In Org chart, you assign managers.
Choose modules and AI
Under Modules, you set the organization's work areas. In the AI tab, you configure optional weekly summaries and weekly KB synthesis.
Frequently asked questions
Are workspace and organization different areas?
The workspace switcher changes the active organization. Its members, settings, and enabled modules determine that work area.
Who can manage an organization?
Owners and Admins can use the management features. Deleting and transferring ownership are reserved for the current Owner.
Why do I see different modules in two organizations?
Modules are enabled per organization. The plan and your personal access role also determine which areas are available to you.