Organization Settings

Manage organization members, workspaces, and administrative settings.

Overview

Organization settings manage your company's Kognitos account. Your organization is the top-level container that holds all your workspaces. Use these settings to oversee and control who can access your organization.

Settings

To access your organization settings, click on your name or profile avatar in the bottom-left corner to open the user menu. Then select Organization settings.

Overview

View essential information about your organization in the Overview:

• Organization name — The identifier for this organization (editable).

• Owner — Who manages the workspace.

• Created — When the workspace was established.

Workspaces

See all workspaces within your organization in one place. Workspaces are dedicated sections where automation projects live—think of them as folders that keep your work organized. The list shows:

• Workspace name — Each environment's identifier

• Owner — Who manages each workspace

• Users — How many people have access

• Created — When each workspace was set up

Create new workspaces using the + New workspace button, or use the search bar to quickly find existing workspaces.

Users

Manage organization-level access and permissions. The Users section has three tabs:

Roles

Organization roles control administrative access. The Org Admin has full organization administration, while a CXO has administration access without account ownership.

Organization Users

View everyone in your organization. Organization membership allows users to be added to individual workspaces.

Pending Invites

Track organization invitations that haven't been accepted. You can manage these invites until users accept them.

Inviting Users

To add an administrative user to your organization:

1

Navigate to Users

Navigate to the Users tab within Organization Settings.

2

Invite User

Click + Invite users in the top right.

3

Select a Role

Select a role from the dropdown. This role determines what the user can do within your entire organization:

• Org Admin — Full administrative access for the organization

• CXO — Organization administration without account ownership

4

Enter Email

Enter the user's email address, then click Invite User.

5

Share Invitation Link

Copy the invitation link and share it with your teammate to complete the invitation.