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An organization is your team’s shared home in Agentrail. Its workspace holds your product, and everything Agentrail researches, runs and scans for that product, so the people in the organization all work from the same results.

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Organizations

An organization holds people and their roles. Everyone in it is an Admin or a Member. See People and roles for what each role can do.
  • The person who creates an organization becomes its first Admin.
  • An organization always has at least one Admin.
  • You can belong to more than one organization: the one you create, and any you join by invitation.
  • Everyone in the organization sees its name.

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Workspaces

A workspace holds one product: its name, its website, and everything Agentrail builds on them. Your organization’s workspace is created with the organization, from the Organization name and Website you enter. Setup uses that name as your product’s name and researches that website. What lives in a workspace: A new workspace also starts with a set of tags you can use straight away. When a message says “in this workspace”, for example This execution does not exist in this workspace., it means the workspace you are working in.
The workspace’s website is shown under General in Settings, but it can’t be edited there. Agent readiness always scans this website.

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Create an organization

1

Open the form

The first time you sign in, Agentrail opens Create your organization. If you joined an organization by invitation and haven’t created one of your own, open the organization menu at the top of the sidebar and select Create organization.
2

Name it

Enter an Organization name of 1 to 120 characters. Setup also uses it as your product’s name.
3

Enter your website

Enter your product’s public Website. Type example.com, or include http:// or https://. The address must be on the public internet and can’t contain a user name or password.
4

Create it

Select Create organization. You become the organization’s Admin, and Setup opens.
Each account can create one organization. Once yours exists, Create organization no longer appears in the organization menu. To join another organization, ask one of its Admins for an invitation.
If your account can’t create an organization and doesn’t belong to one, Agentrail shows No organization is available. Select View invitations to see invitations sent to your email, or Sign out. To join with an invitation, see Accept an invitation.

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Setup comes first

A new organization opens to Setup and nothing else. Until setup is finished there is no sidebar, and the product pages and Settings stay closed. From the setup page you can switch organization or sign out. Only an Admin moves setup forward. A Member who opens an organization during setup sees how far it has got, with a note such as An Admin continues setup from here. Settings, including People, opens once setup is finished, so you invite your team after setup. See Setup.

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Switch organizations

1

Open the organization menu

Select the organization’s name at the top of the sidebar. On the setup page, it is in the header.
2

Choose an organization

Under Organization, select the one you want. A check marks the organization you are in.
Agentrail shows Switching organization…, then opens the organization you chose. If that organization hasn’t finished setup, you land on its setup page.

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Organization settings

Open the account menu at the bottom of the sidebar, then select Settings. The Organization section has three pages:
  • Overview: the organization’s name, its Website and Your role, with links to General and People.
  • General: Organization details, with the Organization name and the website, and Your membership, with your role and Leave organization.
  • People: the people in the organization and their invitations. See People and roles.

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Rename an organization

Only an Admin can rename an organization. A Member sees Only an Admin can change organization details.
1

Open General

In Settings, select General.
2

Change the name

Edit Organization name, using 1 to 120 characters, then select Save.
Agentrail confirms with Organization name updated.

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Leave an organization

1

Open General

In Settings, select General.
2

Leave

Under Your membership, select Leave organization.
3

Confirm

In Leave this organization?, select Leave organization.
You lose access straight away. You can return only if an Admin invites you again.
The only Admin can’t leave: Leave organization is turned off, with the hint Assign another Admin before leaving. Make another member an Admin first, as described in Change a role.