Profile and policy
Use the available Profile and policy sections to review organization details and restrictions. Save each change and check the resulting state.
Entities
Manage personal and shared Entities, members, Teams, roles, Space access, billing, and usage.
Choose or create an Entity
An Entity owns Spaces and their administration. First sign-in creates your personal home; its Entity name may include your name rather than just Personal.
Choose the owner of the work
Use your personal Entity for your own work or switch to the appropriate shared Entity. Check the displayed name and active Entity before opening administrative controls.
Create a shared Entity when needed
Open Entities and choose Create Entity if offered. Enter its name and create it. If creation is unavailable, read the stated access or plan restriction.
Set up its Spaces
Create Spaces under that Entity and grant their access separately. Switching Entity does not move existing Spaces or merge billing.
Manage membership and roles
Role options and administrative controls come from your current authority. A human session does not automatically make you an administrator.
Invite a member
Open the Entity's Members section. Enter their Email and select an offered Role, then submit the invitation. Review pending invitations and their available controls. The person needs to accept before you rely on the membership.
Review a member's role
Use the role control on a member you can manage. Choose the least powerful role that fits their responsibility and save. Read disabled reasons before requesting a change from an owner.
Remove access carefully
Use the member removal control and confirm when asked. An Entity must retain at least one active owner. Review relevant Teams, Space assignments, and connected apps as well; revoking one grant is not a substitute for reviewing all access paths.
Use Teams and access profiles
Teams group people; access profiles define what a person or Team can do at a particular scope.
Create a Team
In Teams, supply a name, valid Team key, and optional description where creation is offered. Add eligible Entity members to it.
Assign access
Use Entity access controls or a Space's Access settings to assign an offered profile to the person or Team. Entity roles and Space profiles are not interchangeable.
Audit effective access
Review both individual and Team assignments. Remove obsolete grants and check the resulting available actions rather than assuming a role name guarantees every operation.
Review billing and usage
Billing applies to the selected Entity. Available plans, limits, and checkout actions come from the current billing configuration.
Inspect current usage
Open Billing to review the plan, credit balance, and available usage metrics. Use Space usage and Run details to investigate particular work.
Make an authorized change
When offered, use Choose for a plan, Add credits for a run credit top-up, or Manage billing for the billing portal. Review the amount and terms in checkout before completing it.
Confirm the result
Return to Billing and check the updated state. A downgrade is scheduled under the provider's current terms, not necessarily immediate. If Billing is not configured or a control is absent, do not assume the action is supported.
Administration and troubleshooting
Manage organization policy separately from day-to-day conversation and agent work.
Lifecycle
Use lifecycle controls only when offered and after reviewing their confirmation. The personal home Entity and Space are managed automatically and cannot be archived through ordinary group lifecycle actions. Review affected work before changing a shared Entity's lifecycle.
Missing members or controls
Confirm the selected Entity, current role, filters, and pagination. Ask an owner to review access or quotas instead of creating another Entity to bypass a restriction.