Docs
ES Open app

Account & teams

Company workspace

A company workspace lets a team share agents, brains, files and a balance, with administrators controlling who can do what. On the Demo and Team plans you can create one company; Enterprise companies are set up with Libertadia.

Create a team

  1. Open the workspace switcher and click + Create a team.
  2. Enter a Name and upload a square logo (JPEG, PNG, WebP or GIF, up to 500 KB). Click Create team.
Create a team step 1 with name Northwind Studio and an N logo

Step 1 — name and logo.

  1. Optionally invite people: enter their emails, choose a role (Member, Department head or Admin) and click Send invitations. Or click Skip.
  2. Click Open team.
Create a team step 2 with two invited emails and the Member role selected

Step 2 — invite people.

Note: A Team company spends the owner's personal balance. It is paused if the owner's Demo ends or the Team plan is no longer paid; nothing is deleted.

Accept an invitation

Invited people get an email and a notification. Open Notifications, select the invitation and click Accept. Invitations expire after 7 days.

Invitation to Northwind Studio with Accept and Decline buttons and an expiry date

Accepting a company invitation.

What members see

Members see the company's agents, brains, integrations, automations and files, plus Company agents. They do not see the Team section. Company announcements appear as a blue Company notice banner and in Notifications.

Personal workspace on DemoCompany workspace, member view
Main menu on the Demo plan with PRO badges and a 3 days left bannerMain menu for a company member without the Team section

The same person's menu in their personal workspace and in the company.

Chat screen with a blue company notice banner at the top

A company notice shown to a member.

Roles

RoleTypical access
MemberUses the workspace. No admin screens
Department headSees and manages their department's scope
AdminCompany settings, users, departments, roles, models, announcements
OwnerEverything an admin can do, plus billing and deleting the company

Administrators can also create named Roles with their own permissions. Settings are applied in this order: company default → department → role → user.

For administrators: the Company page

Company gathers company details, management shortcuts (Subscription, Departments, Permissions, Roles, Users, Models, Usage & Logs), announcements and Delete company.

Company page with Info, Management links, Notifications and Delete company

The Company page.

Post an announcement: open Notifications on the Company page, click New notification, write the message (up to 512 characters, 3 lines), set a Duration from 5 minutes to 1 week (for example 1w), and click Publish.

New company notification dialog with a message and a duration of 1w

Writing an announcement.

For administrators: users and limits

Open Users to see seats, pending invitations and members. Click a member to set a spending limit (USD), a storage quota, a department, model access and extra roles.

Users page with seat count, a pending invitation and two members

The Users page. Pending invitations reserve a seat.

Member details with spending, spending limit, storage quota, department, permissions, models and roles

Setting a member's spending limit.

Invite from CSV lets you invite many people at once with the columns email, role, max_spending_usd and max_storage. If the file needs more seats than are free, no invitations are sent.