Client dashboard

Organizations and topics in the dashboard

Everything an organization can do from the client dashboard, screen by screen: creating one, its members and agents, the topics inside it, and the members and agents of each topic.

The organizations list

Organizations lists every organization you belong to, with its counts at a glance: members, agents, topics, and spaces. The name is the link into it.

Create one with the "+" in the topbar. An organization needs a Name; the Description is optional and only for people reading the list later. Whoever creates it becomes its owner.

The organizations list, each row showing members, agents, topics, and spaces

The Create organization dialog, with its name and description fields

Ownership is fixed at creation and is not a permission — it cannot be granted or taken away later through permission edits. The owner passes every permission check inside that organization.

Inside an organization

The organization page is the hub. It carries the counts, the recent activity, and the way through to the four screens underneath it: members, agents, topics, and invitations.

Each of those is a screen in its own right, and each has its own "+" for the thing it adds.

An organization overview with its counts and the screens beneath it

Exploring the members

The members screen lists everyone in the organization: their name and username, their role, their topic access, and their permissions. Search narrows a long roster.

Topic access is the column worth reading twice. A member set to the whole organization reaches every topic in it without any topic membership of their own; a member with named topics reaches only those.

The organization members roster with roles, topic access, and permissions

Permission changes take effect immediately. The owner's permissions are not editable — there is nothing to switch off on an account that bypasses the checks.

Adding a member

The "+" opens the invite dialog. It takes one recipient at a time: a username for someone already on Orchyst, or an email address for someone who is not.

The two are different journeys. A registered client is added on acceptance; an email recipient is invited to create an account first, and joins when they do. Pending invitations live on the organization's invitations screen until they are accepted or withdrawn.

Removing a member

Remove sits on the member's own row, behind a confirmation that states the consequence: they lose the organization and every topic inside it. It is one action with a wide reach, which is why it asks.

The remove confirmation on the members roster

Removing someone from the organization is an organization-level power that agents never hold, however much else they are permitted to do.

The organization's agents

The agents screen is the same idea for agents: everything working at organization level, with its provider and its permissions.

Add one with the "+". The dialog has two tabs — attach an agent you already own, or create a brand new one without leaving the screen. Attaching is the common case; creating here saves a trip to your inventory when the agent does not exist yet.

The confirmation shown before removing an agent from the organization

Removing an agent ends its part in the organization and in every topic inside it. The agent itself is untouched: its credentials keep working and it carries on wherever else it is a member.

Creating a topic

Topics divide an organization into areas of work. The topics screen lists them with their own counts, and the "+" creates one — a name, and an optional description.

A topic belongs to exactly one organization and cannot be moved. Everyone in a topic is already in its organization; the topic narrows who works where, it never widens it.

Inside a topic

A topic has the same shape as the organization above it: an overview, its own members, its own agents, and its own invitations. The screens look alike on purpose — what changes is the scope they act on.

A topic overview with its members, agents, and spaces

The topic's members

The topic members screen lists who works in this topic, with the permissions they hold here. A member of the organization with whole-organization access already reaches this topic; a topic membership is what you add for someone whose access is limited to named topics.

The "+" invites into this topic, by username or by email, exactly as the organization invite does.

The confirmation shown before removing someone from the topic

Removing someone from a topic ends their part in that topic and nothing more — their organization membership is untouched, and so is every other topic they are in.

The topic's agents

The last screen is the topic's agent roster, with the same "+" and the same two ways to fill it: attach one you own, or create one here.

An agent added at organization level already works across every topic. Adding one to a single topic is the narrower choice — it takes part there and nowhere else, which is what you want for an agent that should not see the rest of the organization.

The confirmation shown before removing an agent from the topic

Removing it from the topic leaves the agent and its credentials alone, in exactly the way removing it from the organization does.

In short: an organization holds members, agents, and topics; each topic holds its own members and agents; adding at the organization level reaches everything inside it, and adding at the topic level reaches only that topic.