- The organisation is your company account. It holds the subscription (seats, AI credits) and the list of workspaces.
- A workspace is a separate environment inside the organisation, with its own settings, users, roles, catalogs, templates, customers, and quotes. For example, you can use one workspace per country or per sales entity.
You need a role with the Organization settings permission to open Settings › Organisation. See Permissions reference.
Organisation settings
Go to Settings › Organisation › General. The page has two parts.Update Organisation Name
Enter the Organisation Name and click Save Changes. “This name will be visible to all members of your organisation.”Organisation Workspaces
The table lists all the workspaces of your organisation with their Name and ID. From this table, you can:- click a workspace name, or select Edit in its ⋯ menu, to switch to that workspace and open its general settings,
- click New to create a workspace (see Create a workspace).
Creating several workspaces depends on your subscription. If your subscription doesn’t include it, the New button shows a lock: “Your plan does not include multiple workspaces. Upgrade to add more.” Click Manage billing to change your subscription.
Billing
Settings › Organisation › Billing manages the subscription of the whole organisation: seats, AI credits, and billing details. See Subscription and seats.How-tos
Create a workspace
Add a workspace to your organisation.
Switch workspace
Move between the workspaces you belong to.
Subscription and seats
Subscription, seats, AI credits, and billing details.
General workspace settings
Settings of the current workspace.