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How do I manage my Workspace and Organization?

Set up your workspace, invite team members, and manage organization settings.

Written by Moto Mo
Updated over a month ago

What is a Workspace?

A Workspace is the top-level container for all your Projects, Collections, and files. It belongs to an Organization and is where your team collaborates.

All resources in Instill — Projects, Collections, files — belong to an Organization workspace.

Setting up your workspace

When you first sign up, you'll be guided through creating your workspace:

  1. Create or join an Organization — You can create a new Organization or accept an invitation to join an existing one.

  2. Name your workspace — Give it a name that reflects your team or company.

  3. Start working — Create Projects and Collections, or explore templates.

Switching workspaces

If you belong to multiple Organizations, you can switch between them:

  1. Click the Workspace Switcher at the top of the left sidebar.

  2. Select the workspace you want to switch to.

  3. The sidebar updates to show that workspace's Projects and Collections.

Inviting team members

  1. Go to Settings > People.

  2. Click Invite and enter the email addresses of your team members.

  3. They'll receive an email invitation to join your workspace.

Once invited, team members can access all Projects and Collections within the workspace.

Organization settings

Manage your organization under Settings:

Setting

Path

What it controls

General

Settings > Organization

Organization name and details

People

Settings > People

Team members and invitations

Billing

Settings > Billing

Current plan and upgrade options

Usage

Settings > Usage

Credit consumption breakdown

Spending

Settings > Spending

On-demand spending and limits

MCP Servers

Settings > MCP Servers

External tool connections

User settings

Personal settings are separate from organization settings:

Setting

Path

What it controls

Profile

Settings > Profile

Display name and avatar

Preferences

Settings > Preferences

UI preferences

API Tokens

Settings > API Tokens

API access tokens

Share with a friend

Settings > Share

Referral link for earning credits

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