> ## Documentation Index
> Fetch the complete documentation index at: https://docs.velatir.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Organisations & Workspaces
> How Velatir structures your account into an organisation and workspaces.
## What Is an Organisation?
An organisation is your company account in Velatir. It holds your members, settings, agent defaults, and subscription in one place. Every customer starts with one organisation that represents their business.
Your organisation stores company-level settings such as your name, industry, country, and data privacy preferences. It also controls who has access and what they can do.
## What Is a Workspace?
A workspace is a space within your organisation for a specific team, department, or project. Workspaces keep activity clearly separated, and each one has its own traces and agent behaviour.
Workspaces can **nest**, so a top-level workspace such as Engineering can contain Platform and Mobile beneath it. This mirrors how your organisation is actually structured.
## How They Relate
Your company account. Holds all members, workspaces, and your subscription.
Spaces within your organisation, which can nest. Each has its own activity and agent behaviour.
You invite members to your organisation, then assign them to workspaces with a role for each.
## Creating Workspaces
When you set up your organisation, you choose how workspaces are created. You can change your structure later either way.
Create and name workspaces yourself. People are added to, and moved between, workspaces by hand. This suits small and medium organisations where people rarely move between teams.
Workspaces are generated from your directory, and people are assigned and moved automatically as their details change. This suits medium and large organisations where people move between departments and teams. See [Microsoft Entra](/platform/microsoft-entra).
## When to Use Multiple Workspaces
| Scenario | Example |
| ------------------------- | -------------------------------------------------------------- |
| **Separate teams** | Engineering, Marketing, and Legal each get their own workspace |
| **Nested structure** | A Sales workspace with regional workspaces beneath it |
| **Distinct projects** | One workspace per product line or client engagement |
| **Regulatory boundaries** | Workspaces for different jurisdictions or compliance regimes |
A single workspace works fine if your whole organisation shares one context. Add more whenever you need clear boundaries between groups of activity.
## Agent Configuration Across Workspaces
Agents are configured at the organisation level and apply everywhere by default. Any workspace can override that default with its own settings, or turn an agent off entirely. This gives you central control with room to tailor behaviour for specific teams. See [Configuring agents](/agents/configuring-agents).
## Organisation Settings
Update your organisation name, industry, and country. These details help Velatir tailor its insights to your context.
Invite members and manage their organisation roles. From here you also assign members to workspaces.
Choose whether Velatir saves or scrubs session content, and set your retention period. See [Data privacy](/security/data-privacy).
Connect Slack, Microsoft Teams, or a phone so escalations reach the right people.
View your current plan and invoices.
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What each role can do at the organisation and workspace level.
Generate workspaces from your directory.