> For the complete documentation index, see [llms.txt](https://docs.maiagent.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.maiagent.ai/maiagent-user-guide/en/org/organization.md). # Organization Management Learn what an organization is, whether a company should create one or multiple organizations, how to create and switch organizations, and what owners are responsible for. ## What Is an Organization? An **organization** is MaiAgent's top-level management unit, like an independently operated “digital office.” Members, roles, AI assistants, knowledge bases, plans, and Credits all belong to a specific organization, and organizations are completely isolated from one another.

The same account can join multiple organizations, which are completely isolated from one another — The same account can join multiple organizations. Each organization has its own members, resources, plan, and owners, and cannot see the data of other organizations

To learn what an organization contains and how roles and members work, see [Organization and Member Management](/maiagent-user-guide/en/org/overview.md). *** ## One Organization or Multiple Organizations? For most companies, **one organization is enough**. Use roles to separate departments, assign different permissions, and control who can access assistants. You do not need to create a new organization for these purposes.

Scenario	Recommendation
Departments need different permissions	Use one organization and create one role for each department
Employees do not want others to see the assistants they create	Use one organization and create one role per person. See the Role Permission Planning Guide
Test and production environments must be separate	One organization is sufficient. The platform separates testing and production by “publishing to different roles,” so you do not need to duplicate an entire organization
Subsidiaries need separate billing and separate owners	Use separate organizations. Plans, Credits, and usage statistics are managed per organization
The two sides log in with different company accounts (SSO)	Use separate organizations. SSO settings are tied to an organization
Data must be completely isolated due to regulatory or contractual requirements	Use separate organizations. Nothing is shared between organizations

{% hint style="warning" %} **The cost of using multiple organizations** Assistants, knowledge bases, and roles cannot be shared across organizations and must be created separately in each organization. Members must also be added and maintained separately. Before creating a second organization, make sure roles truly cannot meet your needs. {% endhint %} *** ## Create an Organization Any account can create a new organization. The creator automatically becomes the organization's **owner**. ### 1. Open the Organization Switcher Click the organization name at the top of the left menu to expand the organization list, then click Create Organization at the bottom.

Organization switcher at the top of the left menu, with Create Organization at the bottom — The organization switcher is at the top of the left menu, with “Create Organization” at the bottom of the list

### 2. Enter Organization Information

Add Organization window — The “Add Organization” window

Field	Required	Description
Name	Yes	The organization's display name on the platform. You can change it later in Organization Overview
Invitation code	No	A trial invitation code provided by MaiAgent. After you paste it, the company information is filled in automatically, and you can start using the organization immediately after creation without waiting for approval
Company name	Yes	The company's full legal name for the approval application
Business registration number	No	8 digits
Contact phone number	Yes	Used to contact you if there are questions during the review

{% hint style="info" %} **In simple terms:** If you have an invitation code, paste it and the other fields will be filled in automatically. If you do not have one, enter your company information and submit it for approval. Once approved, a 14-day trial is activated. The “invitation code” on the registration page is a platform referral code and is not the same as the trial invitation code here. {% endhint %} ### 3. Submit and Wait for Approval Click Confirm to submit. Applications without an invitation code are sent for review. After approval, the organization receives a 14-day trial. To continue using it during or after the trial, see [Credits Billing](/maiagent-user-guide/en/org/credits.md) or contact the sales team. {% hint style="warning" %} When an organization has no active plan, Organization Overview displays the data retention deadline. The data is permanently deleted when the deadline is reached, so upgrade your plan before it expires. {% endhint %} *** ## Switch Organizations After the same account joins multiple organizations, click the organization name at the top of the left menu, then select the organization you want to switch to. If there are many organizations, enter a name directly in the search box at the top. The organization you are currently in appears below the account name in the upper-right corner. {% hint style="info" %} After switching organizations, the assistants, knowledge bases, and conversations you see all change to those of the selected organization. If you cannot find an assistant, first check whether the correct organization is selected in the upper-left corner. {% endhint %} *** ## Owner Responsibilities Organization owners bypass all permission checks and have the highest level of access in the organization. An organization can have multiple owners. We recommend assigning at least two so the organization remains manageable if the sole point of contact leaves the company. Owners are responsible for the following:

Task	Where to do it
View the plan expiration date and monthly usage, and change the organization name	Organization Overview
Customize the admin interface with the company's logos and theme color (Enterprise)	Organization Overview → Organization Branding
Design roles and decide who can create assistants and who can only use them	Roles and Permissions
Add members, assign roles, and remove members	Member Management
Log in with company accounts and synchronize the member list	Third-Party Login (SSO) and Identity Synchronization (LDAP)
Manage Credits and member quotas	Credits Billing
Delete the entire organization when it is no longer used	Delete Organization; this cannot be undone

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