Organisation

Manage your Ask0 organization with multiple projects, team members, and role-based permissions. Organize teams and control access.

Organisations in Ask0 allow you to manage multiple projects, collaborate with your team, and control access permissions across your AI assistants. Each organisation can contain multiple projects for different products, websites, or use cases.

Organisation Structure

Organisation (Your Company)
├── Projects
│   ├── Main Website
│   ├── Documentation Site
│   ├── Mobile App Support
│   └── Internal Knowledge Base
├── Team Members
│   ├── Admins
│   ├── Editors
│   └── Viewers
└── Settings
    ├── Billing
    ├── Security
    └── Integrations

Creating an Organisation

When you first sign up for Ask0, an organisation is automatically created with you as the owner.

Configure Organisation

Navigate to Settings → Organisation:

Organisation Settings:
  Name: Your Company Name
  URL: your-company
  Logo: Upload logo
  Timezone: America/New_York
  Language: English

Contact Information:
  Email: admin@company.com
  Website: https://company.com
  Support: support@company.com

Set Up Billing

Add payment method and choose plan:

Free: 1 project, 3 team members
Pro: 5 projects, 10 team members
Business: 20 projects, 50 team members
Enterprise: Unlimited projects and members

Team Management

Adding Team Members

Invite team members to your organisation:

Invite Process:
  1. Go to Settings → Team
  2. Click "Invite Member"
  3. Enter email address
  4. Select role
  5. Choose project access
  6. Send invitation

User Roles

Organisation Level Roles

Role	Permissions
Owner	Full control, billing, delete organisation
Admin	Manage all projects, team, and settings
Member	Access assigned projects only
Billing	Manage billing and subscriptions only

Project Level Roles

Role	Permissions
Project Admin	Full control of project
Editor	Modify sources, settings, view analytics
Analyst	View analytics and conversations
Viewer	Read-only access

Permission Matrix

Permissions:
  Organisation:
    Manage Members: [Owner, Admin]
    Manage Billing: [Owner, Billing]
    Create Projects: [Owner, Admin]
    Delete Organisation: [Owner]

  Projects:
    Create: [Owner, Admin]
    Delete: [Owner, Admin, Project Admin]
    Edit Settings: [Project Admin, Editor]
    Manage Sources: [Project Admin, Editor]
    View Analytics: [All roles]
    View Conversations: [All except Viewer]
    Export Data: [Project Admin]

Project Management

Creating Projects

Each project represents a separate AI assistant:

Project Creation:
  Name: Documentation Bot
  Description: AI assistant for docs.company.com
  URL Slug: docs-bot

Initial Settings:
  Language: English
  Timezone: UTC
  AI Model: GPT-4

Access:
  Team Members: Select members
  Default Role: Viewer
  Public Access: Disabled

Project Organization

Best practices for organizing projects:

By Product:
  - main-website
  - mobile-app
  - api-docs

By Environment:
  - production
  - staging
  - development

By Department:
  - engineering-wiki
  - sales-enablement
  - hr-handbook

By Region:
  - us-support
  - eu-support
  - apac-support

Project Limits

Based on your plan:

Plan	Projects	Sources/Project	Team Members
Free	1	3	3
Pro	5	10	10
Business	20	50	50
Enterprise	Unlimited	Unlimited	Unlimited

Access Control

SSO Integration

Configure Single Sign-On:

SSO Providers:
  - Google Workspace
  - Microsoft Azure AD
  - Okta
  - Auth0
  - Custom SAML

Configuration:
  Provider: Google Workspace
  Domain: company.com
  Auto-provision: Yes
  Default Role: Member
  Allowed Domains:
    - company.com
    - subsidiary.com

IP Whitelisting

Restrict access by IP:

IP Restrictions:
  Enabled: Yes

Allowed IPs:
  - 192.168.1.0/24  # Office network
  - 10.0.0.0/8      # VPN range
  - 203.0.113.0/32  # Static IP

Exceptions:
  - Admin users
  - API access

Two-Factor Authentication

Enforce 2FA for security:

2FA Settings:
  Required: Yes

Methods:
  - Authenticator App
  - SMS
  - Email

Enforcement:
  - All users with edit permissions
  - Optional for viewers
  - Grace period: 7 days

Billing & Subscriptions

Plan Management

Manage your subscription:

Current Plan: Business
Billing Cycle: Monthly
Next Renewal: 2024-02-15

Usage:
  Projects: 12 / 20
  Team Members: 35 / 50
  API Calls: 145,234 / 500,000
  Storage: 23 GB / 100 GB

Usage Monitoring

Track resource usage:

// Get usage via API
const usage = await ask0.organisation.getUsage();
console.log(usage);
// {
//   projects: { used: 12, limit: 20 },
//   members: { used: 35, limit: 50 },
//   api_calls: { used: 145234, limit: 500000 },
//   storage: { used_gb: 23, limit_gb: 100 }
// }

Cost Management

Control costs with limits:

Spending Limits:
  Monthly Cap: $500
  Alert at: 80%

Auto-scaling:
  Enabled: No

Notifications:
  Email: billing@company.com
  Webhook: https://api.company.com/billing

Security Settings

Audit Logging

Track all organisation activities:

Audit Events:
  - Member added/removed
  - Role changed
  - Project created/deleted
  - Settings modified
  - Data exported
  - API keys created/revoked

Retention: 90 days
Export Format: CSV, JSON

Data Governance

Configure data policies:

Data Policies:
  Retention Period: 90 days
  Auto-delete: After retention

Privacy:
  PII Redaction: Enabled
  GDPR Compliance: Yes
  Data Residency: US-East

Backups:
  Frequency: Daily
  Retention: 30 days
  Encryption: AES-256

API Key Management

Control API access:

API Keys:
  Max per Organisation: 10

Key Permissions:
  - Read-only
  - Read-write
  - Admin

Rotation Policy:
  Auto-rotate: Every 90 days
  Notification: 7 days before

Collaboration Features

Shared Resources

Share resources across projects:

Shared Sources:
  - Company Knowledge Base
  - Product Documentation
  - Brand Guidelines

Sharing Rules:
  Owner: Organisation
  Access: All projects
  Updates: Sync to all

Team Communication

Built-in collaboration tools:

Features:
  Comments: On conversations and analytics
  Mentions: @team or @user
  Notifications: Email, in-app, Slack

Activity Feed:
  - Source updates
  - Configuration changes
  - Team activities
  - System alerts

Advanced Organisation Features

Custom Branding

White-label options:

Branding:
  Logo: Custom logo
  Colors: Brand colors
  Domain: chat.company.com

Email Templates:
  From Name: Company Support
  From Email: noreply@company.com
  Template: Custom HTML

Workspace Templates

Create templates for new projects:

Template: Standard Support Bot

Settings:
  - Default sources
  - UI configuration
  - Response templates
  - Analytics dashboards

Apply to: All new projects

Organisation API

Manage via API:

// Get organisation details
const org = await ask0.organisation.get();

// Update settings
await ask0.organisation.update({
  name: 'New Company Name',
  timezone: 'Europe/London'
});

// Invite member
await ask0.organisation.inviteMember({
  email: 'new@company.com',
  role: 'editor',
  projects: ['project-1', 'project-2']
});

// List all projects
const projects = await ask0.organisation.listProjects();

// Get audit logs
const logs = await ask0.organisation.getAuditLogs({
  from: '2024-01-01',
  to: '2024-01-31'
});

Best Practices

Organisation Tips:

Use clear naming conventions for projects
Regularly review team access
Set up SSO for better security
Monitor usage to optimize costs
Create project templates for consistency
Enable audit logging for compliance

Team Structure

Recommended team organization:

Small Team (< 10):
  - 1 Owner
  - 2 Admins
  - Rest as Editors

Medium Team (10-50):
  - 1 Owner
  - 2-3 Admins
  - 5-10 Project Admins
  - Rest as role-appropriate

Large Team (50+):
  - Hierarchical structure
  - Department-based access
  - SSO integration required
  - Automated provisioning