Organizations and workspaces

Understand how companies, teams, agents, tasks, and access are organized.

Nanonets uses organizations and workspaces to keep teams, agents, and data organized.

Think of an organization as the company account. Think of a workspace as a place where a team does work.

The hierarchy

Organization

An organization is the top-level account.

It usually represents your company. It is where admins manage company-level settings such as users, workspaces, billing, and policies.

Workspace

A workspace is where day-to-day work happens.

Workspaces contain:

• Agents
• Tasks
• Connected apps
• Files and documents
• API keys
• Workspace members and roles

For example, your company might have one workspace for Finance and another for Operations.

Switch organizations or workspaces

Open the profile menu in the sidebar to switch between the organizations and workspaces you can access.

The sidebar profile menu lets you switch between the organizations and workspaces you can access.

If you cannot find an agent or connector, check that you are in the right workspace.

Manage workspaces

Admins can manage workspaces in Settings → Workspaces.

They can create workspaces, view members, add users, assign roles, and remove access.

Settings → Workspaces: create workspaces, view members and their roles, and manage access.

What lives where

Item	Usually belongs to
Billing and plan	Organization
Company users	Organization
Workspaces	Organization
Agents	Workspace
Tasks	Workspace
Connectors	Workspace
Files	Workspace
API keys	Workspace

Roles and access

Roles control what people can see and do.

Common examples:

• A workspace admin can manage agents, users, and settings in a workspace.
• A workspace member can run and review work in that workspace.
• An organization admin can manage company-level users and workspaces.

Access is workspace-based. A user may have access to one workspace but not another.