> ## 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.

# Organizations and Workspaces

> Manage your organization, create and configure workspaces, use the workspace switcher, and handle billing.

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.

## 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.                         |

<Note>
  Organization owners and admins automatically have admin access to all workspaces — they do not need separate workspace invitations.
</Note>

## Workspace Management

### Creating a Workspace

<Steps>
  ### Open the Workspaces Page

  Go to **Settings > Organization > Workspaces**.

  ### Create a New Workspace

  Click **Create Workspace** and enter a name for the workspace.

  ### Start Using It

  The new workspace appears in the list and in the workspace switcher. Select it to begin configuring channels, agents, and workflows.
</Steps>

<Tip>
  Create separate workspaces for different clients, business units, or projects. Each workspace has its own channels, contacts, and automations.
</Tip>

### 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

<Warning>
  Billing changes apply to the entire organization and all its workspaces.
</Warning>

## What's Next

<CardGroup cols={2}>
  <Card title="Team and Permissions" icon="users" href="/platform/team-permissions">
    Set up team roles and control access across your organization and workspaces.
  </Card>

  <Card title="Quickstart" icon="rocket" href="/quickstart">
    Get your first automation running in under 10 minutes.
  </Card>
</CardGroup>