Agent Workspace

Organizations, teams, and members with roles that decide exactly what every person — and every agent — is allowed to touch.

Set up once, run every project through it.

An organization holds every team working a portfolio of sites. Add teams for permitting, sourcing, and ops, invite members into them, and every new project inherits the same structure — no re-provisioning per site.

Nested organizations & teams
Invite by email or SSO domain
Per-project team assignment
Cross-team project sharing
Custom team-level agent defaults
Bulk member import

Vela Energy — organization

19 members

Permitting

6 members

Sourcing

4 members

Site Ops

9 members

Invited via @velaenergy.ai — auto-joins Site Ops

Four roles. No ambiguity about who can do what.

Every member of every team gets exactly one role, and that role is the same answer every time someone asks “can they see this?”

Owner

Full control of the organization: billing, integrations, and who else can own it.

Admin

Creates teams, invites members, and sets the approval boundary for every agent.

Member

Works inside assigned projects — runs agents, reviews drafts, approves what's theirs.

Viewer

Read-only access for stakeholders, lenders, and partners who need visibility, not control.

ORGANIZATIONS & TEAMS

Structure that matches the org chart.

One organization holds every team on a project — permitting, sourcing, site ops, outside consultants. Teams get their own membership, agent defaults, and project access without duplicating setup.

Nested organizations & teams
Invite by email or SSO domain
Per-project team assignment

Vela Energy — organization

19 members

Permitting

6 members

Sourcing

4 members

Site Ops

9 members

Invited via @velaenergy.ai — auto-joins Site Ops

ROLES & PERMISSIONS

Scoped access, not all-or-nothing.

Every member gets a role, and every role gets a fixed set of capabilities — from running agents to approving drafts to touching billing. Nobody accumulates access they don't need.

Four built-in roles, project-level overrides
Granular control over agent approval rights
Guest and viewer access for partners and lenders

Permission matrix

OwnAdmMemVw

Run agents

Approve drafts

Invite members

Billing & integrations

AUDIT & CONTROL

Know who did what, and who approved it.

Every invite, role change, approval, and agent run lands in one activity log — searchable per team, per project, or per member, so nothing depends on someone's memory of a thread.