Understand organizations and workspaces

Overview

Interlinked uses account and workspace context to determine which business data you are viewing and editing. Conversations, AI configuration, products, orders, calendar settings, usage, billing, and people belong to a specific business context.

For many users this feels simple: one account, one business, one workspace. For teams or multi-business operators, the distinction matters because changing context changes the records and configuration visible in the panel.

Account, organization, and workspace

Use these concepts as a practical mental model:

• Account — Your sign-in identity, such as your email or Google account.
• Organization — A business context available to your account.
• Workspace — The operational environment where that business’s agents, conversations, records, and team access are managed.

The panel can use different labels in different areas, but the user-facing rule is consistent: confirm the business context before making a change.

What belongs to the active workspace

The active workspace determines:

• Which dashboard activity and CRM conversations you see;
• Which agent draft or published setup you edit;
• Which products, services, orders, and calendar settings are available;
• Which people, roles, invitations, and seat counts you manage; and
• Which billing and usage information is associated with the current context.

If something appears to be missing, first check whether you are in the expected organization or workspace.

Manage the active business context

Open the Business tab in Settings to review the active workspace name, change the name when your role allows it, and see whether service activity is active or paused. Owners and admins can use the available controls to pause or resume service.

If your account can access more than one business, the Business area also lets you see available workspaces, switch between them, and add a business when the panel makes that option available. The role shown next to a business explains the level of access you have there.

Use People to invite teammates and manage workspace roles. See Manage workspace people and invitations for the complete access flow.

When to switch organizations

Switch organizations when you need to manage a different business, brand, location, or client account that your user account can access. Do not switch organizations just to change a product area: opening Orders, Calendar, or Settings does not require a context switch unless you intend to change the business you are managing.

For the switching flow, see Switch organizations.

What to do next

• Check the active context before editing an agent, catalog, service, or billing record.
• Manage access in People.
• Review profile identity in Account information.
• Review all account areas in Settings overview.