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
Section titled “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
Section titled “User Roles”Every organization member has a role that determines what they can do:
Full control over the organization.
- Access to all features and data
- Can manage members and roles
- Can delete the organization
- Can configure all settings
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
Section titled “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
Section titled “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
Section titled “Inviting Team Members”Step 1: Navigate to Team Settings
Section titled “Step 1: Navigate to Team Settings”Go to your organization settings and find the Team or Members section.
Step 2: Create an Invitation
Section titled “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
Section titled “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
Section titled “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
Section titled “Switching Organizations”Users who belong to multiple organizations can switch between them:
- Click the organization selector in the navigation
- Choose the organization you want to work in
- 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
Section titled “Managing Members”Viewing Members
Section titled “Viewing Members”The members list shows:
- Name and email
- Role
- When they joined
- Last activity
Changing Roles
Section titled “Changing Roles”To change a member’s role:
- Find them in the members list
- Click to edit their role
- Select the new role
- 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
Section titled “Removing Members”To remove someone from the organization:
- Find them in the members list
- Click the remove button
- 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
Section titled “Permission Customization”Beyond the four basic roles, you can customize which features each role can access.
Feature Permissions
Section titled “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
Section titled “Setting Permissions”- Go to organization settings
- Find the Permissions section
- For each feature, select which roles have access
- Save your changes
Organization Settings
Section titled “Organization Settings”General Settings
Section titled “General Settings”- Name: Your organization’s display name
- Avatar: Logo or image for your organization
- Slug: URL-friendly identifier (appears in URLs)
Tool Settings
Section titled “Tool Settings”- Enable All Tools: Give all agents access to all tools
- Selective Tools: Choose which tools are available
Chat Settings
Section titled “Chat Settings”- Suggestions Model: Which AI model generates chat suggestions
Creating New Organizations
Section titled “Creating New Organizations”If you need to set up a separate workspace:
- Access organization settings
- Choose to create a new organization
- Provide a name and optional settings
- 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
Section titled “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
Section titled “Best Practices”Role Assignment
Section titled “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
Section titled “Invitation Management”- Set appropriate expiration times for invitations
- Revoke unused invitations periodically
- Verify email addresses before inviting
Permission Reviews
Section titled “Permission Reviews”- Review permissions quarterly
- Remove access when team members leave
- Adjust roles as responsibilities change
Multi-Organization Users
Section titled “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
Section titled “Security Considerations”Access Control
Section titled “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
Section titled “Audit Trail”- Member changes are logged
- Invitation history is tracked
- Important actions include who performed them
Session Management
Section titled “Session Management”- Sessions are organization-aware
- Removing a member invalidates their sessions
- Users can be logged out organization-wide
Summary
Section titled “Summary”| Feature | Description |
|---|---|
| Organizations | Workspaces for teams and data |
| Roles | Owner, Admin, Member, Viewer |
| Invitations | Email-based with expiration |
| Switching | Move between organizations easily |
| Permissions | Customize feature access per role |
| Guests | Limited access for external users |
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.