Operating model: organization, workspaces, users, and plans

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This guide explains Agent8Ai's current operating model: organization, workspace, users/roles, and plans/limits.

1) Functional hierarchy

• Organization: main business and billing unit.
• Workspace: working unit inside an organization.
• Users: linked to organization, then to one or more workspaces with role.
• Plan: defines limits and capabilities for the organization.

2) Organization: what it centralizes

Organization centralizes:

• Operational regional settings (timezone, locale, time_format).
• Assigned plan (plan_id).
• Relationships with workspaces, channels, bots, and subscriptions.

Main operational screen: Organization Settings.

3) Workspace: active operating context

In the panel, many operations depend on session current_workspace_id. Context middleware selects a valid workspace for the user and can create a default one if none exists for that organization.

This ensures modules run with a concrete context (data scope, permissions, and views per workspace).

4) Users and roles

• User-organization relationship: organization_id + organization_user pivot.
• User-workspace relationship: workspace_users pivot with role and status.
• Operational permissions resolve from role in active workspace.

Typical roles: owner, admin, supervisor, agent, viewer.

5) Plans and limits (current behavior)

Resource limits are enforced on key creation actions through check_limits middleware (for example: workspaces, teams, bots, AI agents, channels, operator invites).

Usage counting is evaluated at organization level (not only active workspace), keeping quota consistent globally.

Implementation note

Two plan-resolution paths currently coexist:

• Modules reading organization.plan_id directly.
• Modules reading active subscription in subscriptions.

It works operationally, but unifying this source would simplify future maintenance.

6) Operating recommendation

1. Set organization operational settings correctly (timezone/locale).
2. Always work in the right active workspace context.
3. Manage permissions by workspace role, not only global role.
4. Check plan limits before scaling resources.

Summary: organization defines operation, workspace defines context, roles define permissions, and plan defines capacity.

#Operations #Workspaces