Organizations & Teams

OpsTower uses organizations to group resources together. Each organization has its own agents, connections, reports, knowledge files, billing plan, and team members. A single user can own multiple organizations and be a member of others.

How Organizations Work

When you first sign up, OpsTower creates a default organization for you. All your agents, connections, and reports belong to this organization.

You can create additional organizations for different teams, projects, or clients. Each organization is completely isolated — resources in one organization are not visible in another.

Creating Organizations

To create a new organization:

1. Click the organization switcher at the top of the sidebar.
2. Click Create New Organization at the bottom of the dropdown.
3. Enter a name for the organization and click Create Organization.

The new organization starts on the free tier with no resources. You’ll be automatically switched to it after creation.

There is no limit on how many organizations you can create.

Switching Between Organizations

The organization switcher is always visible at the top of the sidebar. Click it to see all organizations you have access to (owned and invited), then select the one you want to work with.

• A crown icon indicates organizations you own.
• A role badge (e.g., “viewer”) appears for organizations you’ve been invited to.
• A checkmark shows which organization is currently active.

Your selected organization is remembered across sessions.

Renaming an Organization

To rename an organization you own:

1. Go to Settings in the sidebar.
2. Select the Organization tab.
3. Edit the organization name and click Save.

Inviting Team Members

To invite someone to your organization:

1. Go to Settings in the sidebar.
2. Select the Organization tab.
3. Enter the email address of the person you want to invite.
4. Click Invite.

An invitation email is sent with a link to accept. The invitation expires after 7 days.

If the invitee doesn’t have an OpsTower account yet, they’ll be prompted to sign up when they click the invitation link. After signing up, the invitation is accepted automatically.

Note

The invitation can only be accepted by a user whose email address matches the invited email.

Accepting an Invitation

When you receive an invitation email:

1. Click the Accept Invitation link in the email.
2. If you’re not signed in, you’ll be prompted to sign in or create an account.
3. Once signed in, the invitation is accepted and you’ll see the organization in your sidebar switcher.

Roles and Permissions

Currently, invited members receive the viewer role. Here’s what each role can do:

Capability	Owner	Viewer
View agents, connections, reports	Yes	Yes
Chat with agents	Yes	Yes
Run investigations	Yes	Yes
Chat with report results	Yes	Yes
Pin items to the sidebar	Yes	Yes
Create or edit agents	Yes	No
Create or edit connections	Yes	No
Create or modify reports	Yes	No
Trigger report runs	Yes	No
Manage schedules	Yes	No
Upload knowledge files	Yes	No
Manage billing	Yes	No
Invite or remove team members	Yes	No
Rename the organization	Yes	No

When viewing an organization as a viewer, create and settings buttons are disabled with a tooltip indicating view-only access.

Tip

Each team member gets their own private chat sessions with agents. You won’t see each other’s chat history.

Managing Invitations and Members

From Settings > Organization, the organization owner can:

• View pending invitations — See all outstanding invitations with their expiry dates.
• Revoke an invitation — Cancel a pending invitation before it’s accepted.
• View organization members — See all current members with their roles and join dates.
• Remove a member — Revoke a member’s access immediately. They’ll be switched back to their own organization on their next page load.

Billing Per Organization

Each organization has its own billing plan. When you create a new organization, it starts on the free tier. You can upgrade each organization independently.

Usage limits (agents, connections, reports, chat messages) are tracked per organization. Team members share the organization’s usage quota.

Connection Security

Invited viewers can see your connections and use them through agents and investigations, but they cannot see connection credentials. API keys, passwords, and tokens are never exposed to viewers — they only see the connection label and type.

Frequently Asked Questions

Can I invite someone as an editor? Not yet. The editor role is planned for a future update. Currently all invited members are viewers.

Is there a limit on how many people I can invite? There is no limit on invitations at this time.

Can I transfer ownership of an organization? Not currently. Ownership transfer is planned for a future update.

Can I delete an organization? Not currently. Organization deletion is planned for a future update.

What happens if I remove a team member? They immediately lose access to your organization. Any of their in-progress chat sessions with your agents will stop working. Their own organizations and data are not affected.

Can a viewer see my billing information? Viewers cannot access billing settings or subscription management.