Overview

This page explains what an organization is and how its pieces fit together. Once this clicks, every other page in this section becomes easy.


The big picture

Think of an organization as a company workspace. Inside it live four things that always travel together:

PieceWhat it isEveryday example
AgentsThe AI assistants you build and publish.A customer-support agent, a sales FAQ agent.
MembersThe people who have access to the organization.You, two colleagues, a contractor.
RolesWhat each member is allowed to do.Owner, Admin, Builder, Member, Billing.
CreditsThe balance that pays for agent usage.Monthly credit shared by the team.

Everything you do in Qlar happens inside one organization at a time β€” the one that is currently active. When you create an agent, invite a teammate, or spend credit, it all belongs to that active organization.


Two types of organization

TypeWho it's forKey trait
IndividualA single person working alone.Created for you automatically. You are effectively the only member.
CollectiveA team that collaborates.You create it and invite others, each with their own role.

You don't have to choose a type manually for everyday use. Your personal Individual organization always exists. When you need to collaborate, you create a Collective organization.


How the pieces connect

A short story makes it concrete:

  1. Dina runs a small clinic. She creates a Collective organization called Sehat Clinic. She is the Owner.
  2. She invites her colleague Budi as a Builder so he can build and edit agents β€” but not manage billing or members.
  3. She invites Sari from finance as Billing, so Sari can watch the credit balance.
  4. Budi builds a WhatsApp reminder agent. It belongs to the organization, not to Budi personally.
  5. Every conversation the agent handles spends credit from the organization's shared balance.
  6. Dina puts the support team into a Budget Group with a monthly limit so they can't overspend.
  7. Months later Dina opens the Audit Trail to see exactly who changed the agent's instructions and when.

Notice that the agent, the people, their permissions, and the credit all live in the same place: the Sehat Clinic organization.


What you can manage in an organization

AreaGuide
Add or remove people, set their rolesMembers & Invitations
Decide who can do whatRoles & Permissions
Control monthly credit per teamBudget Groups
Understand agent ownership, access, and transfersAgents in an Organization
Hand over credit responsibilityBilling & Credits
Review the change historyAudit Trail

Where to find it in the dashboard

The home of everything above is the Organization page in the CMS.

Open the Organization page

From there you can see every organization you belong to, create a new one, switch between them, and click into one to manage its members, agents, and budget groups.


Next step

Ready to make one for your team? Continue to Create an Organization.