Organizations & Teams

Manage your organizations and team members in HelpKite.

Organizations

What are Organizations

Separate workspaces for different companies or projects

Organizations allow you to manage separate AI agents, knowledge bases, and settings for different businesses or departments. Each organization has its own data and billing.

Creating Organizations

Create new organizations from dashboard settings

Go to Dashboard → Settings → Organizations → Create New. Enter organization name and a unique slug will be generated automatically. You become the admin of new organizations.

Switching Organizations

Switch between organizations using the dropdown

Use the organization switcher in the sidebar to switch between organizations. Current organization shows with plan badge. All dashboard data changes when you switch organizations.

Organization Settings

Edit organization name and slug

Click the settings icon next to any organization to edit its name and slug. Changes apply immediately and sync across all team members.

Teams

Team Members

Invite colleagues to collaborate in your organization

Teams allow multiple people to work together in an organization. Members can access agents, knowledge base, and conversations based on their role permissions.

Inviting Members

Send email invitations with Admin or Member roles

Go to Dashboard → Settings → Teams → Invite Member. Enter email address and choose role (Admin or Member). Invitee receives email with acceptance link.

Member Roles

Admin and Member roles with different permissions

Admins can manage organization settings, invite/remove members, and access all features. Members can use agents, view conversations, and manage knowledge base content.

Managing Members

View, remove members and track pending invitations

Team members list shows name, email, and role. Admins can remove members with confirmation dialog. Pending invitations show separately with option to cancel or resend.

Access & Workflow

1

Create organization or get invited to existing one

2

Switch between organizations using the sidebar dropdown

3

Invite team members to collaborate and manage permissions