Organizations and Teams

AgentPress uses organizations to group users, agents, and data together. This guide covers how to manage organizations, invite team members, and configure permissions.

Understanding Organizations

An organization is a workspace that contains:

• Agents: Your AI agents and their configurations
• Members: Team members with various roles
• Data: Conversations, leads, knowledge bases, and analytics
• Settings: Configurations and integrations

Everything in AgentPress belongs to an organization. Users can be members of multiple organizations and switch between them.

User Roles

Every organization member has a role that determines what they can do:

Owner

Full control over the organization.

• Access to all features and data
• Can manage members and roles
• Can delete the organization
• Can configure all settings

Admin

Nearly full access, suitable for team leads and managers.

• Access to all features and data
• Can manage members (except other admins/owners)
• Cannot delete the organization
• Can configure most settings

Member

Standard contributor access for team members.

• Access to tools they need for daily work
• Cannot manage other members
• Cannot change organization settings
• Can use agents and view relevant data

Viewer

Read-only access for observers and stakeholders.

• Can view data but not modify it
• Cannot access sensitive settings
• Cannot manage members
• Useful for external stakeholders

Inviting Team Members

Step 1: Navigate to Team Settings

Go to your organization settings and find the Team or Members section.

Step 2: Create an Invitation

Click Invite Member and provide:

• Email address: Where to send the invitation
• Role: What role to assign (Owner, Admin, Member, or Viewer)
• Expiration: How long the invite link remains valid (default: 24 hours, max: 7 days)

Step 3: Share the Invitation

Copy the invitation link and share it with your team member. They can:

• Click the link to accept
• Create an account if they don’t have one
• Join your organization with the assigned role

Existing Users

If the invited person already has an AgentPress account, they’ll see pending invitations when they log in and can accept from there.

Switching Organizations

Users who belong to multiple organizations can switch between them:

1. Click the organization selector in the navigation
2. Choose the organization you want to work in
3. The interface updates to show that organization’s data

Your current organization is remembered, so you’ll return to the same one when you log in again.

Managing Members

Viewing Members

The members list shows:

• Name and email
• Role
• When they joined
• Last activity

Changing Roles

To change a member’s role:

1. Find them in the members list
2. Click to edit their role
3. Select the new role
4. Save changes

Role change rules:

• You can only assign roles at or below your own level
• Owners can modify anyone
• Admins can modify members and viewers
• The last owner cannot be demoted (organization must always have at least one owner)

Removing Members

To remove someone from the organization:

1. Find them in the members list
2. Click the remove button
3. Confirm the removal

Removed members:

• Immediately lose access to all organization data
• Can be re-invited later if needed
• Their past activity remains in logs

Permission Customization

Beyond the four basic roles, you can customize which features each role can access.

Feature Permissions

Configure access to specific features:

Agents

• Who can create and modify agents

Conversations

• Who can view conversation history

Leads

• Who can view and manage leads

Knowledge Bases

• Who can manage RAG sources

Analytics

• Who can view analytics and reports

Integrations

• Who can configure external integrations

Team Management

• Who can invite and manage members

Setting Permissions

1. Go to organization settings
2. Find the Permissions section
3. For each feature, select which roles have access
4. Save your changes

Organization Settings

General Settings

• Name: Your organization’s display name
• Avatar: Logo or image for your organization
• Slug: URL-friendly identifier (appears in URLs)

Tool Settings

• Enable All Tools: Give all agents access to all tools
• Selective Tools: Choose which tools are available

Chat Settings

• Suggestions Model: Which AI model generates chat suggestions

Creating New Organizations

If you need to set up a separate workspace:

1. Access organization settings
2. Choose to create a new organization
3. Provide a name and optional settings
4. Invite members to the new organization

Use separate organizations for:

• Different clients or projects
• Staging vs. production environments
• Departments with different data needs

Guest Access

For embedded chat widgets or public access:

• Guests can join organizations without a full account
• Guests receive the Viewer role by default
• Guest access can be enabled or disabled per organization
• Guest conversations are tracked separately

Best Practices

Role Assignment

• Owners: Limit to 1-2 trusted administrators
• Admins: Team leads who need to manage day-to-day operations
• Members: Most team members who work with agents
• Viewers: Stakeholders who need visibility without edit access

Invitation Management

• Set appropriate expiration times for invitations
• Revoke unused invitations periodically
• Verify email addresses before inviting

Permission Reviews

• Review permissions quarterly
• Remove access when team members leave
• Adjust roles as responsibilities change

Multi-Organization Users

• Use consistent naming conventions across organizations
• Clearly communicate which organization to use for which purpose
• Consider using different email aliases for different organizations

Security Considerations

Access Control

• Members only see data in their organization
• Organization data is isolated from other organizations
• Role-based access limits what members can do

Audit Trail

• Member changes are logged
• Invitation history is tracked
• Important actions include who performed them

Session Management

• Sessions are organization-aware
• Removing a member invalidates their sessions
• Users can be logged out organization-wide

Summary

Organizations and teams provide the foundation for collaboration in AgentPress, ensuring the right people have access to the right features while keeping your data secure.