Organization and users

An organization holds everything: your bots, their report cards, all the uploaded conversations, and the subscription that pays for it. Everyone in an organization sees all of it.
Nothing in Inquio belongs to an individual, so people can join and leave without taking anything with them or losing anything they built.

Where to find it

Settings → Organization, which you reach from your name at the bottom of the left panel. The gear next to the workspace name in that panel leads to the same place.

Adding users is an Enterprise feature

User management is available on Enterprise plans. On Starter and Growth a workspace has one person in it.

Contact sales if you need your team in Inquio. See Plans and limits.

Renaming the organization

Under General, change Name and select Update. New organization is called My Organization until you rename it.

The name appears at the top of the left panel, so it is worth setting when more than one person uses the workspace.

The user list

Users shows how many seats are in use against how many you have, for example 5/5. Each row carries the person's name, their role, and — for anyone who has not yet accepted — an Invite sent badge.

Your own row is marked You, and your role cannot be changed from here.

Roles

RoleCan do
AdminEverything, including adding and removing users, changing the plan, and managing billing
AnalystEverything else: create and delete bots, upload data, read every report card, open Defender and Sales Radar, share conversations

The difference is narrow and deliberate. An Analyst is not a restricted account: they do the actual work of analysing and fixing an assistant. What they cannot do is invite colleagues or spend money.

There is one Admin per workspace, and the role cannot be transferred.

Adding a user

Select + Add user and enter their email address. That is the whole form — you assign the role from the list afterwards.

They receive an invitation by email and must accept it before they have access. Until then their row shows Invite sent alongside a Resend invite button, which is the thing to try before anything else if someone says they never got it.

What a new colleague sees

Someone who joins an existing workspace does not go through bot setup. They enter their email, receive a sign-in code, and land straight on the bot list with everything already there.

See Create your account.

Removing a user

Select the bin next to their role.

They lose access immediately. Nothing they worked on is affected, because the bots and cards belong to the organization rather than to them.

Every account has its own organization

An organization is created for each account at registration, which is why you have one even when you work alone. It cannot be deleted; as long as the account exists, so does its organization.

This matters when someone who has already used Inquio joins your team. Accepting your invitation hides their own organization — its bots and report cards are not deleted, but they are no longer reachable while the person is working in yours. A person is in one organization at a time.

If they need the work from both in one place, ask us to merge them at help@inquio.ai.

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