Organizations in Chatmode provide a way to manage team access, collaborate on agents, and control billing and permissions. They are especially useful for businesses with multiple team members working on AI agents.

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Understanding Organizations

An organization in Chatmode is a container that:
  • Groups users who work together
  • Manages shared resources like agents and environments
  • Controls access permissions for team members
  • Centralizes billing and usage tracking
Every Chatmode account belongs to at least one organization, even if you’re a solo user.

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Organization Dashboard

The Organizations section provides an overview of:
  • Organization details and settings (Name, Logo)
  • Team members and their roles
  • Access to Billing information (handled in a separate section)

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Managing Team Members

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Inviting Team Members

To add new members to your organization:
  1. Navigate to the Organizations section in the sidebar
  2. Select your organization if you have multiple
  3. Go to the Members tab
  4. Click Invite Member
  5. Enter the email address of the person you want to invite
  6. Select an appropriate role for the member
  7. Click Send Invitation
The invited user will receive an email with instructions to join your organization.

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Member Roles and Permissions

Chatmode typically offers roles with different permission levels (specific roles and permissions should be verified within the application):
RoleDescriptionTypical Permissions
OwnerComplete control over the organizationCan manage all aspects, including billing and deletion
AdminAdministrative accessCan manage members, agents, and environments, but not billing
MemberStandard team memberCan view and use resources, limited management capabilities

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Managing Existing Members

For existing team members, you can:
  • Change their role
  • Revoke access
  • Transfer ownership (if you’re the owner)
To modify a member’s access:
  1. Navigate to the Members tab
  2. Find the member in the list
  3. Click on the options menu (three dots)
  4. Select the desired action

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Organization Settings

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General Settings

Configure your organization’s basic information:
  • Name: The display name for your organization
  • Logo: Upload a custom logo for your organization

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Billing and Subscription

Manage your organization’s subscription and billing, typically linked via Stripe. This may include:

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Subscription Management

  • View current plan and features
  • Upgrade or downgrade your subscription
  • Add additional capacity or features
  • View upcoming renewal dates

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Payment Methods

  • Add or update payment methods
  • View payment history
  • Download invoices
  • Set billing contacts

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Enterprise Features

For larger organizations, Chatmode may offer additional features such as:
  • SAML/SSO Integration: Connect with your identity provider
  • Audit Logs: Track actions within your organization

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Common Organization Tasks

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Creating a New Organization

If you need a separate workspace:
  1. Click on your profile picture in the top-right corner
  2. Select “Create Organization” from the dropdown
  3. Enter details for the new organization
  4. Complete the setup process

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Transferring Ownership

To transfer organization ownership:
  1. Navigate to the Members tab
  2. Find the member who will become the new owner
  3. Click the options menu (three dots)
  4. Select “Transfer Ownership”
  5. Confirm the transfer

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Deleting an Organization

If you need to remove an organization (typically only possible for the Owner):
  1. Navigate to the Settings tab for the organization
  2. Scroll to the bottom to find the Danger Zone
  3. Click “Delete Organization”
  4. Confirm deletion by typing the organization name
Deleting an organization permanently removes all associated resources, including agents, environments, and conversation history. This action cannot be undone.

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Next Steps