Organization & Team Management

Manage your Kolbo.AI organization, invite team members, control permissions, and collaborate effectively.

Overview

Organization features enable teams to collaborate on projects, share resources, and manage member access within a structured organizational workspace.

Getting Started

Create Organization

Set up your team:

Navigate to Organization Settings
Click "Create Organization"
Enter organization name
Add description
Invite initial members
Configure settings

Organization Profile

Your team identity:

Organization name
Description
Logo/avatar
Industry
Team size
Contact information

Organization Types

Different setups:

Small Team: 2-10 members
Agency: Multiple clients
Enterprise: Large organization
Educational: Schools/universities
Custom: Tailored setup

Team Management

Invite Members

Build your team:

Go to Team Members
Click "Invite Member"
Enter email address
Select role
Optional: Add message
Send invitation

Member Roles

Permission levels:

Owner: Full control
Admin: Manage team and settings
Member: Create and collaborate
Viewer: View-only access
Custom: Custom permissions

Role Permissions

Owner:

All admin permissions
Delete organization
Transfer ownership
Billing management
Critical settings

Admin:

Manage members
Assign roles
Organization settings
Project management
Team resources
Billing view

Member:

Create projects
Generate content
Collaborate
Share work
Use all tools
Limited settings

Viewer:

View projects
Browse content
Comment
No creation
No editing
No downloads (optional)

Manage Members

Team administration:

View all members
Edit roles
Remove members
Deactivate accounts
Suspend access
Audit activity

Member Directory

Find teammates:

Searchable directory
Filter by role
Filter by status
Contact information
Activity status
Profile access

Team Workspaces

Organization Workspace

Shared environment:

Shared projects
Team media library
Collaborative tools
Shared resources
Central dashboard

Team Projects

Collaborative projects:

Organization-owned projects
Shared access
Team visibility
Collective ownership
Organized structure

Shared Resources

Common assets:

Trained models
Templates
Brand assets
Media library
Tool presets

Team Folders

Organized structure:

Department folders
Client folders
Project type folders
Campaign folders
Custom organization

Access Control

Project Permissions

Granular control:

Project-level access
Tool-specific permissions
Media access
Session permissions
Export permissions

Resource Permissions

Control assets:

Model access
Template access
Media access
Download permissions
Sharing permissions

Tool Access

Feature control:

Specific tool access
Model restrictions
Feature limits
Quality settings
Cost controls

Data Access

Information control:

View analytics
Access reports
Export data
Billing information
Sensitive data

Organization Settings

General Settings

Basic configuration:

Organization name
Description
Logo and branding
Contact information
Time zone
Language

Branding

Custom appearance:

Organization logo
Color scheme
Custom domain (Enterprise)
Email templates
Branded sharing

Policies

Team rules:

Usage policies
Content guidelines
Sharing policies
Security requirements
Compliance rules

Default Settings

Team defaults:

Default tool settings
Quality standards
Output formats
Naming conventions
Project structure

Billing & Resources

Team Billing

Organizational billing:

Shared billing account
Team credit pool
Usage allocation
Cost management
Budget controls

Credit Allocation

Distribute resources:

Total team credits
Per-user limits
Project budgets
Department allocation
Automatic distribution

Usage Monitoring

Track consumption:

Team usage dashboard
Per-user breakdown
Project costs
Department spending
Trend analysis

Cost Management

Control spending:

Budget alerts
Spending limits
Approval workflows
Cost optimization
Usage reports

Collaboration Features

Team Communication

Stay connected:

Team announcements
In-app messaging
Comment systems
@mentions
Notifications

Activity Feed

Track team work:

Team activity
Project updates
Member activity
Recent creations
Share notifications

Shared Libraries

Common resources:

Template library
Model library
Asset library
Preset library
Knowledge base

Team Templates

Reusable resources:

Project templates
Workflow templates
Document templates
Brand templates
Best practices

Security & Compliance

Security Settings

Protect organization:

Two-factor requirement
Password policies
Session management
IP restrictions (Enterprise)
Access logging

Audit Logs

Track activity:

User actions
Access logs
Changes tracking
Security events
Compliance reports

Data Management

Control data:

Data retention
Export options
Backup policies
Deletion policies
Archive settings

Compliance

Meet requirements:

GDPR compliance
Data protection
Privacy controls
Legal requirements
Industry standards

Advanced Features

Single Sign-On (SSO)

Enterprise authentication:

SAML 2.0 support
OAuth integration
Directory sync
Automated provisioning
Centralized access

Custom Integrations

Connect systems:

API access
Webhooks
Custom workflows
Third-party tools
Automation

Advanced Reporting

Insights:

Custom reports
Analytics dashboard
Usage trends
Performance metrics
Cost analysis

Dedicated Support

Enterprise support:

Dedicated account manager
Priority support
Training sessions
Onboarding assistance
Technical consultation

Team Workflows

Onboarding Process

Welcome new members:

Send invitation
Account setup
Training resources
Assign initial projects
Team introduction
Regular check-ins

Project Workflows

Structured collaboration:

Project templates
Approval workflows
Review processes
Delivery procedures
Quality assurance

Communication Protocols

Team guidelines:

Meeting schedules
Update frequency
Feedback processes
Decision making
Escalation procedures

Resource Management

Optimize usage:

Allocate credits fairly
Monitor consumption
Optimize workflows
Share best practices
Regular reviews

Best Practices

Setup:

Clear role definitions
Documented policies
Organized structure
Consistent naming
Regular training

Management:

Regular audits
Update permissions
Monitor usage
Gather feedback
Continuous improvement

Security:

Enforce 2FA
Regular access reviews
Monitor activity
Update policies
Security training

Collaboration:

Clear communication
Defined processes
Shared resources
Regular sync-ups
Feedback loops

Use Cases

Agency

Client management:

Client folders
Project separation
Team allocation
Cost tracking
Client collaboration

Enterprise

Department collaboration:

Department structure
Budget allocation
Access control
Compliance
Reporting

Startup

Team coordination:

Rapid collaboration
Resource sharing
Fast iteration
Cost efficiency
Scalability

Education

Classroom management:

Student access
Project organization
Resource sharing
Progress tracking
Safe environment

Tips for Success

Clear Roles: Define permissions clearly
Organized Structure: Logical organization
Regular Reviews: Audit access monthly
Train Team: Onboard thoroughly
Monitor Usage: Track consumption
Set Policies: Document guidelines
Communicate: Regular updates
Optimize: Improve workflows

Common Tasks

Add Team Member:

Go to Team Members
Click "Invite"
Enter email
Select role
Send invitation

Change Member Role:

Find member
Click "Edit"
Select new role
Confirm change
Member notified

Create Team Folder:

Go to Organization
Click "New Folder"
Name folder
Set permissions
Add projects

View Team Usage:

Go to Usage Dashboard
Select "Team View"
View breakdown
Filter by member/project
Export report

Organization & Team Management

On this page