> ## Documentation Index
> Fetch the complete documentation index at: https://docs.unstructured.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Organizational accounts

<Note>
  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](mailto:sales@unstructured.io).
</Note>

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](/ui/account/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.

#### 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.

## 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.

```mermaid theme={null}
graph LR
    Org1[Organization 1]
    Org2[Organization 2]
    Org3[Organization 3]
    WS1A[Workspace 1A]
    WS2A[Workspace 2A]
    WS2B[Workspace 2B]
    WS3A[Workspace 3A]
    WS3B[Workspace 3B]
    WS3C[Workspace 3C]

    Org1 --> WS1A
    
    Org2 --> WS2A
    Org2 --> WS2B

    Org3 --> WS3A
    Org3 --> WS3B
    Org3 --> WS3C
```

Each organizational account can have multiple users. Users can have access to multiple organizational accounts.

```mermaid theme={null}
graph LR
    User1[User 1]
    User2[User 2]
    User3[User 3]
    Org1[Organization 1]
    Org2[Organization 2]
    Org3[Organization 3]

    User1 -.-> Org1
    User2 -.-> Org1
    User2 -.-> Org2
    User3 -.-> Org1
    User3 -.-> Org2
    User3 -.-> Org3
```

Within an organizational account, an invited user (also known as a *member*) can have access to multiple workspaces within that organizational account.

```mermaid theme={null}
graph LR
    User1[User 1]
    User2_Org1[User 2]
    User2_Org2[User 2]
    User3_Org1[User 3] 
    User3_Org2[User 3]
    User3_Org3[User 3]

    Org1[Organization 1]
    Org2[Organization 2]
    Org3[Organization 3]

    WS1A[Workspace 1A]
    WS2A[Workspace 2A]
    WS2B[Workspace 2B]
    WS3A[Workspace 3A]
    WS3B[Workspace 3B]
    WS3C[Workspace 3C]
    
    Org1 --> WS1A
    Org1 -.-> User1
    Org1 -.-> User2_Org1
    Org1 -.-> User3_Org1
    User1 -.-> WS1A
    User2_Org1 -.-> WS1A
    User3_Org1 -.-> WS1A
    
    Org2 --> WS2A
    Org2 --> WS2B
    Org2 -.-> User2_Org2
    Org2 -.-> User3_Org2
    User2_Org2 -.-> WS2A
    User2_Org2 -.-> WS2B
    User3_Org2 -.-> WS2B
    
    Org3 --> WS3A
    Org3 --> WS3B
    Org3 --> WS3C
    Org3 -.-> User3_Org3
    User3_Org3 -.-> WS3A
    User3_Org3 -.-> WS3B
    User3_Org3 -.-> WS3C
```

Each user must be explicitly added to the organizational accounts and the workspaces within those accounts that they are allowed to access.

### 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.

```mermaid theme={null}
graph LR
    User1[User 1]
    User2[User 2]
    User3[User 3]
    PA1[Personal Account for User 1]
    PA2[Personal Account for User 2]
    PA3[Personal Account for User 3]
    Org1[Organization 1]
    Org2[Organization 2]
    Org3[Organization 3]

    User1 --> PA1
    User2 --> PA2
    User3 --> PA3
    User1 -.-> Org1
    User2 -.-> Org1
    User2 -.-> Org2
    User3 -.-> Org1
    User3 -.-> Org2
    User3 -.-> Org3
```

## 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](mailto:sales@unstructured.io).

## 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.

## Add a member to an organizational account

<Info>
  Your user must have the **Super Administrator** [role](/ui/account/roles) in the organizational account to add members to that organizational account.
</Info>

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](/ui/account/roles) for this organizational account.
9. Click **Continue**.

## Change an organizational account role for a member

<Info>
  Your user must have the **Super Administrator** role in the organizational account to change its members' organizational account roles.
</Info>

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.

## Remove a member from an organizational account

<Warning>
  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.
</Warning>

<Info>
  Your user must have the **Super Administrator** [role](/ui/account/roles) in the organizational account to remove members from that organizational account.
</Info>

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**.

## Permanently delete an organizational account

<Warning>
  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.
</Warning>

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](mailto:sales@unstructured.io).
