Administration Set up your organization
People and groups
Invite people, assign roles, organize teams into groups and let Group Admins run their own spaces.
For Org Admins and Group Admins
People
Open Admin › Users.
| Task | How |
|---|---|
| Invite someone | Choose Invite someone and enter their email. They receive a link valid for 7 days that lets them set a password and join. |
| Add a user directly | Add user creates the account yourself. |
| Change a role | Pick User, Group Admin, Org Admin or Security Admin. |
| Deactivate | Stops sign-in. Their automations pause, and their sessions end. |
To create the first Org Admin of a fresh installation, the person installing Space uses the setup step, or the command-line helper. After that, any Org Admin can make more.
Groups
Groups are simple, flat lists of people: a department, a project team, a customer account. They matter because they're how Space shares things safely:
- Group resources (knowledge bases, tools, playbooks, tables, pages, skills) are visible to all members and editable by the group's admins.
- Team agents belong to a group and any member can give them tasks.
- Group channels and group integrations serve everyone in it.
- Budgets can be set per group. See Usage and limits.
Creating and managing a group
Open Groups in your profile menu.
- Create a group with a name and description. Whoever creates it becomes its admin.
- Add members and choose each one's role: member or admin.
- Group admins also see these tabs:
| Tab | What it controls |
|---|---|
| Members | Add, remove and change roles. A member can leave a group themselves. |
| Tool access | Which special tools (web search, browser, code) the group may use, within organization policy. |
| Integrations | Turn integrations off (or back on) for the group, within what the organization allows. |
| Settings | Name, description, and the identity provider group link. |
By default, any Group Admin may create groups. An Org Admin can switch this off under Admin › Organization, so only Org Admins create them.
Linking to your company directory
If people sign in through single sign-on or a directory, an Org Admin can set a group's Identity provider group (found in its Settings tab). People in that directory group then join and leave automatically at sign-in. Groups without a link are managed by hand inside the app.
When someone leaves a group
- Their open tasks on that group's team agents are cancelled.
- Automations they had pointing at those agents pause.
- They immediately lose access to the group's resources.
Good practice
- Make groups match how people already work together. Fewer, clearer groups beat many tiny ones.
- Name two Group Admins per group so nothing stalls during holidays.
- Share with groups, not individuals, wherever possible, so access follows membership.