> ## Documentation Index
> Fetch the complete documentation index at: https://docs.zespan.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Organizations: workspaces, members, and settings

> Learn how to create and manage organizations in Zespan, invite team members, assign roles, and control access to your projects and billing.

An organization is your top-level workspace in Zespan. It contains your projects, holds your billing subscription, and groups the team members who can access your data. Every project you create belongs to an organization, and all usage — events ingested, data retained, and members invited — counts against that organization's plan. You can belong to multiple organizations and switch between them at any time.

## Creating an organization

When you sign up for Zespan, the onboarding wizard walks you through creating your first organization automatically. If you need additional organizations later, you can create up to **3 organizations per account**.

<Steps>
  <Step title="Open the org switcher">
    Click the organization name in the top of the left sidebar. At the bottom of the dropdown, select **Create new workspace**.
  </Step>

  <Step title="Name your organization">
    Enter a display name for the organization. This name appears in the sidebar and in email notifications to your team.
  </Step>

  <Step title="Create your first project">
    Give your first project a name. A project is the ingest scope that your SDK will target — each project gets its own API key.
  </Step>

  <Step title="Install the SDK">
    Copy the SDK snippet shown on screen and add it to your application. The snippet includes your project's API key pre-filled.
  </Step>

  <Step title="See your first data">
    Zespan waits for your first event to arrive. Once it does, you're redirected to the project dashboard automatically.
  </Step>
</Steps>

## Switching organizations

The **org switcher** is the dropdown in the top of the left sidebar. Click it to see all organizations you belong to, then select one to switch your active context. Everything in the dashboard — projects, usage, settings — reflects the selected organization.

## Inviting team members

You can invite teammates to your organization from **Settings > Team**. Invitations are role-scoped, so you assign a role at the time of invite.

<Note>
  The Free and Solo plans are limited to 1 member (the owner). You must be on the Pro plan or higher to invite additional members.
</Note>

<Steps>
  <Step title="Open team settings">
    Navigate to **Settings > Team** within your organization.
  </Step>

  <Step title="Click Invite member">
    Enter the teammate's email address and select a role — **Admin**, **Editor**, **Viewer**, or **Billing**.
  </Step>

  <Step title="Send the invitation">
    Click **Send invite**. Zespan sends an email to that address with a link to accept. Invitations expire after **7 days** if not accepted.
  </Step>
</Steps>

You can view pending invitations in the same Team settings page and resend or cancel them at any time.

## Roles and permissions

Zespan has five roles: **Owner**, **Admin**, **Editor**, **Viewer**, and **Billing**. There is no role literally named "Member" — every teammate you invite gets one of these five.

| Permission                          | Owner | Admin | Editor         | Viewer         | Billing        |
| ----------------------------------- | ----- | ----- | -------------- | -------------- | -------------- |
| View dashboards and traces          | Yes   | Yes   | Yes            | Yes            | Yes            |
| Export traces                       | Yes   | Yes   | Yes            | No             | No             |
| Manage projects                     | Yes   | Yes   | No             | No             | No             |
| Manage API keys                     | Yes   | Yes   | No             | No             | No             |
| Manage evaluations and simulations  | Yes   | Yes   | Yes            | No             | No             |
| Manage guardrails and prompts       | Yes   | Yes   | No             | No             | No             |
| Manage alerts and incidents         | Yes   | Yes   | Yes            | No             | No             |
| Manage agents                       | Yes   | Yes   | Yes            | No             | No             |
| Use AI features (ZespanPilot, etc.) | Yes   | Yes   | Yes            | No             | No             |
| Manage team members                 | Yes   | Yes   | No (view only) | No (view only) | No (view only) |
| View audit log                      | Yes   | Yes   | Yes            | Yes            | Yes            |
| View billing                        | Yes   | Yes   | No             | No             | Yes            |
| Manage billing and payment          | Yes   | No    | No             | No             | Yes            |
| Manage organization settings        | Yes   | Yes   | No             | No             | No             |
| Delete the organization             | Yes   | No    | No             | No             | No             |

<Note>
  **Editor** cannot manage guardrails or prompts — those are treated as high-risk operations reserved for Admin and Owner. **Billing** is a narrow role: it can view traces and dashboards like Viewer, but its only *management* permission is billing — it cannot touch projects, alerts, or team settings.
</Note>

Every organization has exactly one owner — the person who created it. Ownership cannot be transferred through the dashboard.

## Changing a member's role

In **Settings > Team**, each member row has a role selector. Owners and Admins can change any member's role between **Admin**, **Editor**, **Viewer**, and **Billing**. You cannot change the owner's role.

## Removing a member

Click **Remove** next to any member in **Settings > Team** to revoke their access immediately. Removed members lose access to all projects in the organization. The owner cannot be removed.

## Renaming your organization

Go to **Settings > General** and update the **Organization name** field. The new name takes effect immediately across the dashboard and in any email notifications.

## Deleting an organization

<Warning>
  Deleting an organization is permanent and cannot be undone. All projects, trace data, and API keys are destroyed immediately, and your billing subscription is cancelled at the end of the current period.
</Warning>

Only the **owner** can delete an organization. To do so, go to **Settings > General**, scroll to the **Danger zone** section, and click **Delete organization**. You will be asked to confirm by typing the organization's name.

## Plan limits for members

| Plan            | Members included |
| --------------- | ---------------- |
| Free            | 1 (owner only)   |
| Solo — \$39/mo  | 1 (owner only)   |
| Pro — \$149/mo  | Up to 10         |
| Team — \$299/mo | Up to 15         |
| Scale — Custom  | Unlimited        |

To add more members than your plan allows, upgrade from **Settings > Billing**. See [Billing](/account/billing) for a full plan comparison.
