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The following information applies only to Unstructured Business accounts. To upgrade from an Unstructured Let’s Go or Pay-As-You-Go account to a Business account, contact your Unstructured sales representative, or email Unstructured Sales at sales@unstructured.io.
An organizational account is an Unstructured account that allows multiple users to access resources and share billing. An organizational account contains a collection of Unstructured workspaces that can be shared with subsets of users within the account. A workspace is a collection of resources, such as connectors, workflows, jobs, and API keys, within an organization. An organizational account can have multiple workspaces.

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Organizational accounts for Business SaaS customers

Business SaaS accounts support both organizational accounts and personal accounts. A Business SaaS organizational account manages access to the organization and its workspaces by inviting users with Unstructured personal accounts. Any usage by invited users within the organizational account is billed to that organizational account. Personal accounts include a personal workspace that is separate from the organization’s workspaces and belongs to the individual user’s personal account.

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Organizational account architecture

Each organizational account operates independently of all other organizational accounts. Each organizational account can have multiple workspaces. Each workspace operates independently of all other workspaces. Each organizational account can have multiple users. Users can have access to multiple organizational accounts. Within an organizational account, an invited user (also known as a member) can have access to multiple workspaces within that organizational account. Each user must be explicitly added to the organizational accounts and the workspaces within those accounts that they are allowed to access.

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Personal account architecture for Business SaaS

For Business SaaS accounts, each user also has a personal account that is separate from any organizational accounts they can access. Each personal account includes a personal workspace that operates independently of organizational workspaces and other personal workspaces. Each user can add a separate billing method that applies only to usage within that personal account.

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Create an organizational account

Only authorized Unstructured representatives can create organizational accounts. To request an organizational account to be created, contact your Unstructured sales representative, or email Unstructured Sales at sales@unstructured.io.

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Access an organizational account

  1. Sign in to your Unstructured account.
  2. In the top navigation bar, in the organizational account selector, select the name of the organizational account that you want to access. If the organizational account selector is not shown, or if it does not list the organizational account that you want to access, your user has not been added to that organizational account. In that case, the following message is displayed: You’re not part of an Unstructured organization yet. To use this platform, ask your administrator to add you to an organization. To be added to the organizational account, contact one of its administrators.

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Add a member to an organizational account

Your user must have the Super Administrator role in the organizational account to add members to that organizational account.
To add a user to an organizational account as a member:
  1. Sign in to your Unstructured account.
  2. In the top navigation bar, in the organizational account selector, select the name of the organizational account that you want to add the member to.
  3. In the sidebar, above your user icon, click the Settings (gear) icon.
  4. Click Manage Account.
  5. In the top navigation bar, click Members.
  6. Click New Member.
  7. In the Add New Member dialog, enter the email address for the organizational account’s new member.
  8. In the role selector, select the new member’s role for this organizational account.
  9. Click Continue.

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Change an organizational account role for a member

Your user must have the Super Administrator role in the organizational account to change its members’ organizational account roles.
  1. Sign in to your Unstructured account.
  2. In the top navigation bar, in the organizational account selector, select the name of the organizational account that contains the member you want to change roles for.
  3. In the sidebar, above your user icon, click the Settings (gear) icon.
  4. Click Manage Account.
  5. In the top navigation bar, click Members.
  6. Click the member you want to change roles for.
  7. Next to Role click the Edit (pencil) icon.
  8. Select the new role.
  9. Click the Accept (check mark) icon.

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Remove a member from an organizational account

Removing a member from an organizational account also removes the member from all of the organizational account’s workspaces. The member will no longer have access to the organizational account or any of its workspaces. For Business SaaS accounts only, the member will continue to be able to use their personal account and personal workspace, which remain separate from the organizational account.Any connectors, workflows, jobs, or other resources that were created by the member within the organizational accounts’ workspaces will not be removed.The only way to reverse removing a member from an organizational account is to add the member back to the organizational account—and to each of the workspaces that the member might have previously been a member of in that organizational account.
Your user must have the Super Administrator role in the organizational account to remove members from that organizational account.
  1. Sign in to your Unstructured account.
  2. In the top navigation bar, in the organizational account selector, select the name of the organizational account that you want to remove the member from.
  3. In the sidebar, above your user icon, click the Settings (gear) icon.
  4. Click Manage Account.
  5. In the top navigation bar, click Members.
  6. In the list of members, click the member you want to remove.
  7. In the member’s settings pane, click Remove Member.
  8. Confirm the removal by clicking Continue.

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Permanently delete an organizational account

Deleting an organizational account is a permanent action and is not recoverable. Once an organizational account is deleted, all workspaces associated with that organizational account are also deleted and are not recoverable.The organizational account’s members will no longer have access to the deleted organizational account or any of its workspaces. For Business SaaS accounts only, each member will continue to be able to use their personal account and personal workspace, which remain separate from the organizational account.Any code or scripts that reference connectors, workflows, jobs, or workflow API keys that are associated with workflows in the deleted organizational account will fail.
Only authorized Unstructured representatives can delete organizational accounts. To request an organizational account to be permanently deleted, contact your Unstructured sales representative, or email Unstructured Sales at sales@unstructured.io.