PERSONASTACK DOCUMENTATION

Workspaces and teams

Workspaces hold the agents and connections for a team. An organization manages the business account and the workspaces it owns.

Start here

Start in Default Workspace after business setup and payment. Add more workspaces when separate teams or projects need their own resources. Review the selected workspace before making changes.

Guides in this section

1. Choose and manage workspacesSwitch workspaces, create a team space, and find the right administration controls.
2. Invite members and choose rolesAdd organization members, grant workspace access, and hand administration to a teammate.
3. Set up company domains and SSOVerify an email domain, choose enrollment settings, and test organization sign-in.
4. Review organization usage and changesRead token analytics, investigate usage, and review administrative activity.

Your next step

Invite members at the appropriate level. Organization administration, workspace administration, and direct workspace membership are distinct settings.

Need a hand? Contact the PersonaStack team.