Tedro uses a two-level hierarchy: organizations at the top, with one or more workspaces underneath. An organization owns billing, team members, and shared settings. Each workspace operates independently with its own channels, contacts, conversations, workflows, agents, and configuration. When you sign up for Tedro, the platform creates your first organization (with you as the owner) and your first workspace (with you as admin) automatically.Documentation Index
Fetch the complete documentation index at: https://docs.tedro.io/llms.txt
Use this file to discover all available pages before exploring further.
Organization Management
Organization Settings
Access organization settings from Settings > Organization in the sidebar. The organization settings page uses a two-panel layout with grouped navigation:- General — Update your organization name and logo
- Workspaces — View, create, rename, and archive workspaces
- Members — Invite and manage organization-level team members
- Billing — View your current plan, manage subscription, and access the billing portal
Organization Roles
Organizations have three roles:| Role | Access |
|---|---|
| Owner | Full organization management, billing, and automatic admin access to every workspace. One owner per organization. |
| Admin | Organization member management and automatic admin access to every workspace. |
| Member | Access only to workspaces they are explicitly added to. No organization-level management. |
Organization owners and admins automatically have admin access to all workspaces — they do not need separate workspace invitations.
Workspace Management
Creating a Workspace
Workspace Settings
Access workspace settings from Settings > General:- Name — The display name shown in the sidebar and workspace switcher
- Logo — A custom logo for the workspace
- Timezone — The workspace’s default timezone for scheduling and reporting
Archiving a Workspace
To archive a workspace, go to Settings > Organization > Workspaces, find the workspace, and select Archive. Archived workspaces are hidden from the workspace switcher but data is preserved.Workspace Switcher
The workspace switcher is in the sidebar header. It shows your current workspace’s logo, name, and organization name. Click the chevron to open the workspace switcher and select a different workspace. All navigation, data, and settings update immediately when you switch workspaces. Each workspace is a completely separate environment.Billing
Billing is managed at the organization level, not per workspace. Go to Settings > Organization > Billing to:- View your current plan (Free or Pro)
- Compare plan features and quotas
- Start or manage your subscription
- Access the billing portal for invoices and payment methods
What’s Next
Team and Permissions
Set up team roles and control access across your organization and workspaces.
Quickstart
Get your first automation running in under 10 minutes.