Organizations and projects

Outcome

You will create an organization and a project with clear data boundaries, or join an existing organization via invite or domain capture.

Before you begin

A registered account with a verified email is enough to create your first organization. Additional projects can be created by a user with organization admin or owner (first-class org_membership, ADR-0006 — no longer derived from project roles).

Mental model

	Organization	Project
Meaning	Company / tenant boundary	Workspace with data isolation
Contains	Projects, billing, domain capture	Connectors, knowledge, skills, approvals
Access	Groups people and projects	Membership is per project

Access to data is always at project level. Invite people from Settings → Members on the active project. Org-wide roster and domain capture live under Settings → Organization.

Steps — create

1. After registration, choose Create an organization on onboarding.
2. Enter the organization name (slug is auto-derived under Advanced).
3. Enter the first project name.
4. Finish the wizard and connect a first source when prompted.
5. To add another project, open Projects and create it in the organization.
6. Connect sources only after confirming the active project in the switcher.

Steps — join

1. Open the magic-link invite from email, or paste it under Join an existing one on onboarding.
2. After accept, you land on the dashboard with the invited project active.
3. Or, if domain capture is configured for your email domain: verify email, then use I've verified my email — check again on the join screen.

Domain capture (admin)

1. Open Settings → Organization.
2. Under Domain capture, add domains you control (e.g. company.com).
3. Choose default role (viewer or member).
4. New verified sign-ups at those domains join automatically (no invite).

Verify the result

The project appears in the switcher, and the creator has the owner role (or the invitee has the invited role).

Common problems

Symptom	Cause	What to do
A project cannot be created	You are not an administrator in the organization	Contact an organization owner
A user sees the organization but not the project	No project membership	Invite them under Settings → Members
Domain join silent	Unverified email or domain not listed	Verify email; check domain capture settings

Next step

Add members, then connect sources.