Organizations

Organizations are the top-level organizational units in KnowFlow that help you manage different projects, teams, and resources. They provide a way to segment your work and control access to knowledge bases and AI assistants.

Understanding Organizations

An organization in KnowFlow is a dedicated environment where you can create and manage knowledge bases, AI assistants, and team members. Organizations help you organize your projects and control who has access to specific resources.

Key Concepts

Creating an Organization

1. Access Organization Section

   From the dashboard, click on your profile in the top-right corner and select Organizations.

2. Create New Organization

   Click the Create Organization button.

3. Enter Basic Information

   Provide the following details:

   • Organization Name: A descriptive name for your organization
   • Description: (Optional) A brief description of its purpose
   • Icon: (Optional) Upload a custom icon for easy identification
4. Submit

   Click Create to set up your new organization.

Inviting Team Members

Add team members to collaborate in your organization:

1. Access Organization Settings

   From your organization, click on Settings in the sidebar, then select the Members tab.

2. Invite Members

   Click the Invite Members button.

3. Enter Details

   Add the following information:

   • Email Addresses: Enter one or more email addresses (comma-separated)
   • Role: Select the appropriate role for the invitees
   • Custom Message: (Optional) Add a personalized invitation message
4. Send Invitations

   Click Send Invites to dispatch invitation emails.

Managing Organization Members

Member Roles

KnowFlow provides different roles with varying levels of access:

Changing Member Roles

To modify a member's role:

1. Go to Settings → Members
2. Find the member in the list
3. Click the role dropdown next to their name
4. Select the new role
5. Confirm the change

Removing Members

To remove a member from your organization:

1. Go to Settings → Members
2. Find the member in the list
3. Click the Remove button
4. Confirm the removal

Organization Settings

General Settings

Manage basic organization information:

1. Go to Settings → General
2. Adjust:
   • Organization name
   • Description
   • Icon/branding
   • Time zone and language preferences

Security Settings

Configure security options for your organization:

1. Go to Settings → Security
2. Set options for:
   • Two-factor authentication requirements
   • Session timeout policies
   • IP restrictions

Billing and Subscription

Manage your subscription and billing information:

1. Go to Settings → Billing
2. View and manage:
   • Current plan and usage
   • Payment methods
   • Billing history
   • Plan upgrades/downgrades

Switching Between Organizations

To switch to a different organization:

1. Click on the organization name in the top-left corner of the dashboard
2. Select the organization you want to switch to from the dropdown menu

If you have many organizations:

1. Click View All Organizations at the bottom of the dropdown
2. Browse the complete list of organizations
3. Click on the desired organization

Best Practices

• Logical organization: Create separate organizations for distinct projects, departments, or clients
• Appropriate permissions: Assign the least privilege necessary for each team member
• Regular reviews: Periodically review organization members and their roles
• Standardized naming: Use consistent naming conventions for resources across organizations
• Documentation: Maintain internal documentation about organization structure and governance