Organizations
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.
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.
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)
Managing Team Members
Inviting Team Members
To add new members to your organization:
- Navigate to the Organizations section in the sidebar
- Select your organization if you have multiple
- Go to the Members tab
- Click Invite Member
- Enter the email address of the person you want to invite
- Select an appropriate role for the member
- Click Send Invitation
The invited user will receive an email with instructions to join your organization.
Member Roles and Permissions
Chatmode typically offers roles with different permission levels (specific roles and permissions should be verified within the application):
| Role | Description | Typical Permissions |
|---|---|---|
| Owner | Complete control over the organization | Can manage all aspects, including billing and deletion |
| Admin | Administrative access | Can manage members, agents, and environments, but not billing |
| Member | Standard team member | Can view and use resources, limited management capabilities |
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:
- Navigate to the Members tab
- Find the member in the list
- Click on the options menu (three dots)
- Select the desired action
Organization Settings
General Settings
Configure your organization’s basic information:
- Name: The display name for your organization
- Logo: Upload a custom logo for your organization
Billing and Subscription
Manage your organization’s subscription and billing, typically linked via Stripe. This may include:
Subscription Management
- View current plan and features
- Upgrade or downgrade your subscription
- Add additional capacity or features
- View upcoming renewal dates
Payment Methods
- Add or update payment methods
- View payment history
- Download invoices
- Set billing contacts
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
Common Organization Tasks
Creating a New Organization
If you need a separate workspace:
- Click on your profile picture in the top-right corner
- Select “Create Organization” from the dropdown
- Enter details for the new organization
- Complete the setup process
Transferring Ownership
To transfer organization ownership:
- Navigate to the Members tab
- Find the member who will become the new owner
- Click the options menu (three dots)
- Select “Transfer Ownership”
- Confirm the transfer
Deleting an Organization
If you need to remove an organization (typically only possible for the Owner):
- Navigate to the Settings tab for the organization
- Scroll to the bottom to find the Danger Zone
- Click “Delete Organization”
- 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.
Next Steps
- Set up shared agents for your team
- Create environment templates for consistent deployment (if applicable)