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Organization

Admin Only

The Organization tab is only visible to organization admins. If you don't see it in your Settings sidebar, ask your admin for access or to make changes on your behalf.

An organization in Nirvai is like a company account that your whole team shares — everyone works under the same roof, drawing from the same agents, automations, databases, and pool of credits. You invite your team, and you all work together in one shared workspace.

The Organization tab showing the team overview and member listImage: The Organization tab showing the team overview and member list

Organization Overview

At the top of the Organization tab you'll see a summary of your workspace:

FieldDescription
Organization nameThe name of your workspace
Total licensesHow many seats your subscription includes
Remaining licensesHow many more people you can invite
License codeA unique code that new members use to join

Inviting Team Members

There are two ways to bring people into your organization:

Option 1: Share the License Code

  1. Go to Settings > Organization
  2. Find the License Code section
  3. Click the Copy button to copy the code to your clipboard
  4. Send the code to your teammate (via email, Slack, etc.)
  5. Your teammate enters the code when creating their Nirvai account or from their account settings
  1. Click the Share button next to the license code
  2. A shareable link is generated that your teammate can open in their browser
  3. The link takes them through the sign-up flow with your organization pre-selected

The license code section with copy and share buttonsImage: The license code section with copy and share buttons

tip

Each license allows one person to join. If you've used all your licenses, you'll need to upgrade your subscription or remove inactive members to free up spots.

Managing Team Members

The member table shows everyone in your organization with their role, status, and join date.

ColumnDescription
Name / AliasThe member's display name
EmailTheir email address
RoleAdmin or Member
SubscriptionTheir plan type and status
JoinedWhen they joined the organization

Promoting a Member to Admin

Admins can manage billing, organization settings, and see all team usage data. To promote a member:

  1. Find the member in the table
  2. Click the three-dot menu (⋮) on their row
  3. Select Promote to Admin

The member will immediately gain access to the Organization and Billing tabs.

Demoting an Admin to Member

If you need to revoke someone's admin access:

  1. Find the admin in the table
  2. Click the three-dot menu (⋮) on their row
  3. Select Demote to Member

They'll lose access to the Organization and Billing tabs but can still use all other features.

Removing a Member

To remove someone from the organization:

  1. Find the member in the table
  2. Click the three-dot menu (⋮) on their row
  3. Select Remove from Organization
  4. Confirm the removal in the dialog that appears
warning

Removing a member frees up a license spot, but the person loses access to all shared resources (agents, databases, automations). This action cannot be undone — they would need to be re-invited.

The member table with the action menu openImage: The member table with the action menu open

Roles Explained

RoleWhat They Can Do
AdminEverything a member can do, plus: manage billing, buy credits, invite/remove members, promote/demote roles, see organization-wide usage
MemberCreate and use agents, automations, databases, and channels. See their own usage data. Cannot access billing or organization management

Common Questions

How many admins can an organization have? There's no limit. You can promote as many members to admin as you need.

What happens to a member's agents when they're removed? Agents and other resources created by a removed member remain in the organization. Other team members (and admins) can still access and manage them.

Can a member leave the organization on their own? Currently, only admins can remove members. If a member wants to leave, they should ask an admin to remove them.

I ran out of licenses but need to invite one more person. What do I do? You can either remove an inactive member to free up a license, or upgrade your subscription from the Billing tab to get more seats.

Does each member get their own credits? No. Credits are shared across the entire organization. See Credits for details on how the shared credit pool works.

What's next

  • Billing — manage your plan, seats, and payments
  • Credits — how the shared credit pool works across your team