Organization Management
What Is an Organization?
An Organization is the top-level management unit in MaiAgent, functioning like an independently operated "digital office." Each organization can have its own members, role settings, permission configurations, and resources (AI assistants, knowledge bases, etc.), with data completely isolated between organizations.
Practical applications:
You can create multiple organizations to manage different teams or projects. For example:
Corporate group: Create separate organizations for different subsidiaries
Project management: Create independent organizations for different projects
Department isolation: Create organizations for departments that need to operate completely independently
Organization Overview
Navigate to "Organization Settings" in the left menu to see the default organization's information, including "Number of AI Assistants, Monthly Conversation Character Count, Monthly Conversation Count, and Knowledge Base Storage Used" under this organization.
Number of AI Assistants
Monthly conversation character count
Monthly conversation count
Knowledge base storage used
Create an Organization
Any account user can create a new organization
The organization creator automatically becomes the organization owner
Each organization has an independent management space
You can create additional organizations by clicking the dropdown menu for your account in the upper right corner and selecting "Create Organization".
Enter the organization name and click the "Confirm" button.
Switch Organization
When you have multiple organizations, click the dropdown arrow for your account in the upper right corner and select "Switch Organization" to switch to another organization.
Organization Owner Responsibilities
The organization owner is the highest-permission role within the organization, responsible for managing the entire organization's operations.
Member Management
Add new members to the organization via email
Remove members from the organization
Assign members to roles
For detailed instructions, see Member Management.
Role Management
Create custom roles (e.g., Customer Service, Marketing)
Edit role permission settings
Assign resources to roles (AI assistants, knowledge bases, conversation platforms)
Delete unnecessary roles
For detailed instructions, see Role Permission Management.
Permission Management
MaiAgent uses a hierarchical permission architecture to configure the following permissions for roles:
What is a "hierarchical permission architecture"?
It is like a folder structure:
Main permission = Main folder (e.g., "AI Features")
Sub-permission = Subfolder (e.g., "AI Assistants," "Knowledge Bases," "Crawlers")
How it works:
Checking a main permission automatically includes all sub-permissions
You can also check only specific sub-permissions for more granular control
For detailed permission settings, see Role Permission Management.
Resource Allocation
In addition to feature permissions, you can assign resources to roles:
AI Assistants: Specify which AI assistants a role can operate
Knowledge Bases: Specify which knowledge bases a role can access
Conversation Platforms: Specify which conversation platforms a role can use
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