Overview
Open in CMSThis 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:
| Piece | What it is | Everyday example |
|---|---|---|
| Agents | The AI assistants you build and publish. | A customer-support agent, a sales FAQ agent. |
| Users | The people who have access to the organization. | You, two colleagues, a contractor. |
| Roles | What each user is allowed to do. | Owner, Admin, Builder, Billing — or no role at all. |
| Credits | The balance that pays for agent usage. | Monthly credit shared by the team. |
Everything you do in Qlar happens inside one organization at a time — 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
| Type | Who it's for | Key trait |
|---|---|---|
| Individual | A single person working alone. | Created for you automatically. You are effectively the only user. |
| Collective | A 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:
- Dina runs a small clinic. She creates a Collective organization called
Sehat Clinic. She is the Owner. - She invites her colleague Budi as a Builder so he can build and edit agents — but not manage billing or users.
- She invites Sari from finance as Billing, so Sari can watch the credit balance.
- Budi builds a WhatsApp reminder agent. It belongs to the organization, not to Budi personally.
- Every conversation the agent handles spends credit from the organization's shared balance.
- Dina puts the support team into a Budget Group with a monthly limit so they can't overspend.
- 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
| Area | Guide |
|---|---|
| Add or remove people, set their roles | Users & Invitations |
| Decide who can do what | Roles & Permissions |
| Control monthly credit per team | Budget Groups |
| Understand agent ownership, access, and transfers | Agents in an Organization |
| Hand over credit responsibility | Billing & Credits |
| Review the change history | Audit Trail |
Where to find it in the dashboard
The home of everything above is the Organizations page in the CMS. Open it from Organizations in the account menu, or by clicking the organization name at the top left of the CMS.
Open the Organizations pageThere you see every organization you belong to and, for the one you select, its agents and your role in it. You can open an agent (which also switches organization), create an agent or an organization, and leave one. The agents are on the Agents tab. Owners and Admins also get a Settings tab with the organization's menu: tiles grouped under People (Users, Budget Groups), AI (AI Models, Personalization) and Privacy & data (Privacy), each opening its own page. The Organization Menu reference lists every tile.
Next step
Ready to make one for your team? Continue to Create an Organization.