Organization Management
Learn how to manage organizations and members in Raycaster AI Workspace
Understanding Organizations
In Raycaster AI Workspace, organizations are the top-level containers for all your data. They help separate different client projects, research initiatives, or business units.
Organization Switching
If you have access to multiple organizations, you can easily switch between them:
Access Organization Switcher
Click on your profile icon in the top-right corner of the header
Select Organization
Click “Switch Organization” from the dropdown menu
Choose Organization
Select the organization you want to access from the list
When you switch organizations, all data and settings are specific to that organization. Each organization maintains its own sheets, research, and configurations.
Creating a New Organization
To create a new organization:
Access Organization Switcher
Click on your profile icon, then select “Switch Organization”
Create New
Click the “Create Organization” button at the bottom of the organization list
Enter Details
Fill out the required information:
- Organization name (required)
- Organization logo (optional)
- Industry category (recommended)
- Description (optional)
Confirm Creation
Click “Create” to establish the new organization
When you create a new organization, the system automatically:
- Sets you as the administrator
- Creates default research pages (Company Research, People Research)
- Applies default settings based on your selections
Organization Settings
Administrators can manage organization-wide settings:
Access Settings
Click your profile icon, then select “Organization Settings”
Navigate Settings
Use the tabs to access different settings categories:
- General: Basic organization information
- Members: Manage users and roles
- Billing: Subscription and payment information
- Integrations: External service connections
- Security: Organization-wide security policies
Managing Members
Administrators can invite and manage organization members:
Inviting Members
Navigate to Members
In Organization Settings, select the “Members” tab
Invite Members
Click the “Invite Members” button
Enter Email Addresses
Add email addresses for the people you want to invite
- Enter one email per line or separate with commas
- Alternatively, paste a list of emails
Assign Roles
Select the appropriate role for the invited members:
- Admin: Full administrative access to the organization
- Member: Standard access to create and manage research
- Viewer: Read-only access to organization content
Send Invitations
Click “Send Invites” to deliver email invitations
Managing Existing Members
From the Members tab, you can manage existing organization members:
- View All Members: See all users with access to your organization
- Search Members: Use the search bar to find specific members
- Change Roles: Modify a member’s role by selecting from the role dropdown
- Remove Members: Click the remove (trash) icon next to a member to revoke access
Removing a member immediately revokes their access to the organization. This action cannot be undone, though you can re-invite them later if needed.
Understanding Roles and Permissions
Raycaster uses role-based access control to manage permissions:
| Role | Description | Capabilities |
|---|---|---|
| Admin | Full administrative control | • Manage organization settings • Invite/remove members • Access all sheets • Create/edit/delete all content • Manage billing |
| Member | Standard contribution access | • Access all sheets • Create new sheets • Edit existing content • Run research • Export data |
| Viewer | Read-only access | • View all sheets • View research results • Export data • Cannot create or modify content |
Organization Data Isolation
Organizations in Raycaster maintain strict data isolation:
- Separate Data: Each organization’s data is completely isolated from others
- Independent Settings: Configuration settings apply only within the organization
- Secure Access Control: Members only see organizations they’ve been invited to
- Private Research: Research results stay within the organization
This ensures complete privacy between different client projects or business units.
Organization Management
Learn how to manage organizations and members in Raycaster AI Workspace
Understanding Organizations
In Raycaster AI Workspace, organizations are the top-level containers for all your data. They help separate different client projects, research initiatives, or business units.
Organization Switching
If you have access to multiple organizations, you can easily switch between them:
Access Organization Switcher
Click on your profile icon in the top-right corner of the header
Select Organization
Click “Switch Organization” from the dropdown menu
Choose Organization
Select the organization you want to access from the list
When you switch organizations, all data and settings are specific to that organization. Each organization maintains its own sheets, research, and configurations.
Creating a New Organization
To create a new organization:
Access Organization Switcher
Click on your profile icon, then select “Switch Organization”
Create New
Click the “Create Organization” button at the bottom of the organization list
Enter Details
Fill out the required information:
- Organization name (required)
- Organization logo (optional)
- Industry category (recommended)
- Description (optional)
Confirm Creation
Click “Create” to establish the new organization
When you create a new organization, the system automatically:
- Sets you as the administrator
- Creates default research pages (Company Research, People Research)
- Applies default settings based on your selections
Organization Settings
Administrators can manage organization-wide settings:
Access Settings
Click your profile icon, then select “Organization Settings”
Navigate Settings
Use the tabs to access different settings categories:
- General: Basic organization information
- Members: Manage users and roles
- Billing: Subscription and payment information
- Integrations: External service connections
- Security: Organization-wide security policies
Managing Members
Administrators can invite and manage organization members:
Inviting Members
Navigate to Members
In Organization Settings, select the “Members” tab
Invite Members
Click the “Invite Members” button
Enter Email Addresses
Add email addresses for the people you want to invite
- Enter one email per line or separate with commas
- Alternatively, paste a list of emails
Assign Roles
Select the appropriate role for the invited members:
- Admin: Full administrative access to the organization
- Member: Standard access to create and manage research
- Viewer: Read-only access to organization content
Send Invitations
Click “Send Invites” to deliver email invitations
Managing Existing Members
From the Members tab, you can manage existing organization members:
- View All Members: See all users with access to your organization
- Search Members: Use the search bar to find specific members
- Change Roles: Modify a member’s role by selecting from the role dropdown
- Remove Members: Click the remove (trash) icon next to a member to revoke access
Removing a member immediately revokes their access to the organization. This action cannot be undone, though you can re-invite them later if needed.
Understanding Roles and Permissions
Raycaster uses role-based access control to manage permissions:
| Role | Description | Capabilities |
|---|---|---|
| Admin | Full administrative control | • Manage organization settings • Invite/remove members • Access all sheets • Create/edit/delete all content • Manage billing |
| Member | Standard contribution access | • Access all sheets • Create new sheets • Edit existing content • Run research • Export data |
| Viewer | Read-only access | • View all sheets • View research results • Export data • Cannot create or modify content |
Organization Data Isolation
Organizations in Raycaster maintain strict data isolation:
- Separate Data: Each organization’s data is completely isolated from others
- Independent Settings: Configuration settings apply only within the organization
- Secure Access Control: Members only see organizations they’ve been invited to
- Private Research: Research results stay within the organization
This ensures complete privacy between different client projects or business units.