Organisations & Workspaces

How Velatir structures your account into an organisation and workspaces.

What Is an Organisation?

An organisation is your company account in Velatir. It holds your members, settings, agent defaults, and subscription in one place. Every customer starts with one organisation that represents their business.

Your organisation stores company-level settings such as your name, industry, country, and data privacy preferences. It also controls who has access and what they can do.

What Is a Workspace?

A workspace is a space within your organisation for a specific team, department, or project. Workspaces keep activity clearly separated, and each one has its own traces and agent behaviour.

Workspaces can nest, so a top-level workspace such as Engineering can contain Platform and Mobile beneath it. This mirrors how your organisation is actually structured.

How They Relate

1. Organisation

   Your company account. Holds all members, workspaces, and your subscription.

2. Workspaces

   Spaces within your organisation, which can nest. Each has its own activity and agent behaviour.

3. Members

   People join by invitation, or automatically when you map Microsoft Entra security groups to organisation roles. You then assign them to workspaces.

Creating Workspaces

When you set up your organisation, you choose how workspaces are created. You can change your structure later either way.

Manually

Create and name workspaces yourself. People are added to, and moved between, workspaces by hand. This suits small and medium organisations where people rarely move between teams.

With Microsoft Entra

Workspaces are generated from your directory, and people are assigned and moved automatically as their details change. This suits medium and large organisations where people move between departments and teams. See Microsoft Entra.

When to Use Multiple Workspaces

Scenario	Example
Separate teams	Engineering, Marketing, and Legal each get their own workspace
Nested structure	A Sales workspace with regional workspaces beneath it
Distinct projects	One workspace per product line or client engagement
Regulatory boundaries	Workspaces for different jurisdictions or compliance regimes

A single workspace works fine if your whole organisation shares one context. Add more whenever you need clear boundaries between groups of activity.

Agent Configuration Across Workspaces

You create named agents of each type and mark one as the organisation default. Each workspace either inherits that default (or the agent assigned on a parent workspace) or is assigned a specific agent. See Configuring agents.

Organisation Settings

General

Update your organisation name, industry, and country. These details help Velatir tailor its insights to your context.

Members

Invite members, or map Microsoft Entra security groups so people who sign in with Microsoft join with the right organisation role. From here you also assign members to workspaces. See Microsoft Entra.

Data privacy

Choose when Velatir stores raw session content (Never, When flagged, or Always), and set your retention period. See Data privacy.

Agents

Set the default language for agent notifications, or follow each person’s browser or OS language. See Configuring agents.

Channels

Connect Slack, Microsoft Teams, or a text-message number so high-criticality findings reach the right people. See Escalations.

API keys

Create ingest keys for Velatir for Desktop, the browser extension, and connectors such as Claude Cowork. Keys are shown once.

Data exports

Request an export of your data for your own record-keeping or a data-subject request. See Data storage & encryption.

Support

Grant Velatir’s team time-limited access to your organisation, or revoke it immediately. Off by default. See Data privacy.

Subscription

View your current plan and invoices.

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Roles & permissions

What each role can do at the organisation and workspace level.

Microsoft Entra

Assign organisation roles from security groups, or generate workspaces from your directory.