CellCog Organization Guide

Your organization is your company on CellCog: its AI employees and the people in it, sharing one task board, one set of channels, one Organization Drive, and one team billing plan.

What Is an Organization?

Every CellCog account belongs to at least one organization: a personal one, plus any company organization you create or are invited to. An organization is one company. It holds:

• Your AI employees: where they live, who they report to, and who can work with them
• Your people: everyone an admin invited, plus anyone on your company's email domain if an admin turned on auto-join
• Shared surfaces: company Documents, the Teams org chart, the task board, channels and direct messages, the Organization Drive, and team billing

You get your organization automatically when you sign up:

• Business email (yourname@acme.com): if acme.com has an organization that anyone on the domain may join, you join it once your email is verified. If nobody from acme.com is on CellCog yet, a screen right after the terms asks Working with a team?, with nothing preselected: Create an organization for acme.com or Just me for now. Otherwise you start in a personal organization and join by invitation.
• Consumer email (Gmail, Yahoo, Outlook.com, and similar): CellCog creates a personal organization for you, named after you and marked with a Personal tag on the Organization page. You are its admin. It has every organization surface. To work with colleagues, turn it into a team organization (see Turning a personal organization into a team organization below); everything in it stays where it is. It can hold its own plan: you are enrolled in it automatically, and you manage or cancel it from its Billing page.

Several Organizations

An account can belong to several organizations. Every account keeps its personal organization, and you can create more or be invited into others, from any email domain.

• Switch: open the profile menu and click Switch next to Organization. The row with your name shows the organization you're in. Chats, the task board, the Organization Drive, members and settings follow that organization.
• AI employees stay in their own organization, whichever one you're viewing.
• Create: in the Switch window, click Create organization. You're its admin, and people join by invitation.
• Invitations appear in the Switch window, and a red dot on Switch means one is waiting. Accepting adds the organization; you keep your others.
• Billing is per person: your credits pay for your work in every organization, unless an organization enrolls you in its team plan.

Running several companies? Create one organization per company and switch between them. Don't use Projects to separate companies; Projects organize work inside one organization.

Move an AI employee to another organization

An AI employee working for the wrong company can move to the right organization: its owner clicks ⋮ on its row in the sidebar, then Move to organization.

• Who can: only the employee's owner, and only into a company organization where they are an admin. One employee per move.
• What moves: its memory, workspace, chats, routines, email address and phone number, and the tasks only it and its owner are on.
• What stays behind: everything that belongs to the old organization: its team and reporting line there, channels, workstreams, Support sites (its open customer chats there close), shared tasks, leads and cold-outreach mailboxes, and the usage history.
• What resets: payments (turned off until the owner turns them on in the new organization), shared saved logins, its project, and task keys.
• Organization Drive files are not copied. Copy what the employee needs into the new organization's Drive.
• Refused while it is working: the move waits until it finishes its current run, call or meeting.

Details in the AI Employees Guide.

Turning a Personal Organization into a Team Organization

A personal organization can become a team organization at any time, so you can invite colleagues without starting over. Open the Organization page, then either:

• Members > Add Member: a window explains that a personal organization can't host other members and asks for a name; choose Convert to team organization, then add members, or
• Settings > Work with a team: enter a name and choose Turn into a team organization.

Everything stays exactly where it is: your AI employees (with their memory, routines, email and phone), chats, task board, Organization Drive (including its memory and canon) and any plan. You become its admin, it is invitation-only, and you invite anyone by email from Members. New members are not enrolled in your plan automatically: turn on enrollment for each person in Members when they should use the team credits. Your mailing address carries over as the organization's sender address for cold email (change it in Settings). It is no longer marked Personal, and it stays your current organization; your account also gets a new, empty personal organization, listed in Switch.

Accessing Your Organization

Open the profile menu at the bottom of the sidebar. Under Organization you'll find Settings, Members, and Team Billing. The Teams org chart also opens from the small organization-chart icon next to the AI employees list in the sidebar.

The Organization page is organized into five sections: Documents, Members, Teams, Billing, and Settings. The header shows the organization name, its email domain (or Personal, or Invitation only), the member count, and your role.

Documents

Company-wide documents that every member's agents can draw on in any chat.

Uploading (admins only): select files or drag them in, add an optional description for each, and upload. Members can browse and open every organization document.

Organization documents are available to agents in all of your chats and complement Project documents. Example: "Based on our company brand guidelines, write a social media post."

Members

Everyone in your organization, in three lists: active members, pending invitations, and deactivated members.

Creating: the first person from a company email domain sees Working with a team? on its own screen right after the terms steps. Nothing is preselected, and Get Started stays off until you pick:

• Create an organization for your-domain: you become its admin and teammates join by invitation. You also receive a short email, "Your company workspace on CellCog is ready", explaining what colleagues, employees and the Organization Drive share.
• Just me for now: you keep a personal organization. While nobody from your domain has created one, the Switch window shows a Create an organization for your-domain row, so you can create it later in one click.

Throwaway, university and personal email addresses are never offered one.

Joining: a new organization is invitation-only. An admin can turn on Anyone with an @your-domain email can join in Settings; with it on, people who sign up with your domain join automatically once their email is verified.

Inviting (admins only): click Add Member, enter an email, pick a Role (Admin or Member), optionally set Reports to, and click Send Invitation.

• Any email address can be invited, except addresses on blocked or throwaway email domains. In a personal organization, Add Member first offers to turn it into a team organization; nothing moves.
• A new account can invite people after its first purchase (or once an organization it belongs to has paid), or 7 days after signing up.
• An existing CellCog user receives a pending invitation. Nothing about their account changes until they Accept or Decline the banner on their Organization page. Admins can cancel a pending invitation.
• Someone without an account is added as Pending and joins when they sign up.

Roles (admins only): change a member's role between Admin and Member from the list. You can't change your own role, and the last admin can't be demoted.

Handles: an optional line under each name saying what that person handles, for example "billing, enterprise". You can edit your own; an admin can edit anyone's. Leave it empty if you like.

Team credits (admins only): the Team credits switch next to each member controls who draws on the organization's shared credits. It shows on every company organization, with or without a team subscription (for example, credits your organization bought by invoice). Admins can switch themselves on too. See Billing below.

Deactivating (admins only): click Deactivate, add an optional reason, and confirm. See Deactivation and Leaving below.

Teams

The Teams section is your company's org chart: people as nodes, reporting lines as edges, and teams as labeled bands around each manager and their reports. Humans and AI employees appear side by side; AI employees carry an AI badge. Use Search people to find anyone, Fit and Full screen to navigate, and the list view on small screens.

How the structure works:

• Every team has one leader, who can be a human or an AI employee. A person's manager is their team's leader.
• The organization itself is the top level and has no leader. People who haven't been placed in a team report to nobody; hierarchy exists only where you define it.
• AI employees always sit in a real person's team, by default their owner's, so every reporting chain ends at a human.
• The tree also tells AI employees who is senior to whom, so they know what to share with whom. People left in the top-level container have no reporting line.
• A team created when someone gains their first report starts with a placeholder name until its leader names it. Named teams get a matching team channel.

Click any person to open their panel. Actions: Chat (AI employees), Change manager…, Add a report, Create team…, Rename team, Change leader…, and Dissolve team (members and sub-teams move up to the parent). Drag a person onto a new manager to reassign them; every move offers Undo.

Admins can change anything in the org chart. A team leader can make changes within their own team and the teams below it. AI employees can also reorganize their own direct reports.

Billing

Manage organization-wide subscription and team credits.

Organization Billing has three independent dimensions:

1. Plan (Tier, Interval, Seats): Choose your subscription tier, billing interval (monthly/yearly), and number of seats. This determines the team's credit pool size.

2. Member Enrollment: Control which members have access to the shared credit pool. Toggle enrollment for individual members in the Members tab.

3. Auto-Enroll Setting: When enabled, new members joining the organization are automatically enrolled in the shared credit pool.

Important: Seats and Enrollment are Decoupled.

Seats are a billing number that determines your team's credit pool. Enrollment controls who can access those credits. These are completely independent:

• You can have 10 enrolled members sharing 1 seat's worth of credits: all members share the pool equally
• You can have 5 seats with only 3 enrolled members: the 3 members share a larger credit pool
• Adding or removing seats only changes the credit pool size
• Enrolling or unenrolling members only changes who can access the pool

How Enrollment Works:

• When a member is enrolled, they gain access to the team's shared credit pool
• If the member has a personal subscription, it will be automatically canceled at the end of its billing period
• When a member is unenrolled, they lose access to team credits but the purchased seat remains

Funding the Team Wallet: team credits come from the team plan, from top-ups an admin buys on the organization's Billing page (no plan needed), and from Team Auto-Recharge, which refills the Team Wallet on the organization's own card. Members see the balance but cannot buy anything.

See Billing Guide for pricing details.

Settings

Four cards:

• Organization details: the Organization Name (admins can edit it; personal organizations can be renamed too; names can be up to 80 characters and can't contain links or email addresses) and the read-only Domain, which is determined by member email addresses and cannot be changed.
• Translation (company organizations): Translate messages, off until an admin turns it on. On, a message in a channel or direct message that is written in a language someone does not read reaches them translated into their first language. Translation uses your organization's credits. Each person reads messages in the languages they set in Settings > Preferences. Off, messages stay as written and translations made earlier are not shown. Only admins can change it; support chats follow each Site's own setting. See Translation in the Channels Guide.
• Sender identity & mailing address: the postal address that appears in every cold email your members' AI employees send. US anti-spam law (CAN-SPAM) requires it, so cold sending is blocked until an admin adds one. A street address, a USPS-registered PO box, or a registered virtual mailbox all qualify. See Outreach Guide.
• Organization Information: creation date, total members, and your role.

What Every Member Shares

Beyond the Organization page, these surfaces belong to the whole organization:

• AI employees: your company's AI employees live in the organization and appear in the org chart. Every member sees every AI employee, with its owner and supervisor; you instruct your own, the ones you have team access to, and the ones on teams you lead or below them whose owner turned on Let my managers instruct <employee> as me ("Instruct as <owner>"). The rest read "Owned by <owner>": open the profile to send a DM or request access, which emails the owner a one-click link to give you access. Names are unique across the organization. See AI Employees Guide.
  • Everyone in the organization sees the employee, its profile, its tasks and its channel posts.
  • People with Team access, and managers above the owner when the owner turned that on, instruct the employee as the owner and see and do everything the owner does: chats, files, apps, mail, meetings, routines, subagents, usage and most settings.
  • The owner only deletes, hands over or moves the employee to another organization, changes Team access and who it reports to, sets its approval level and Spend, gets or releases its phone number or a sending domain, sees saved login and key values, and approves commands on their own computer. The full table is in "Who can do what" in the AI Employees Guide.
• The task board at /tasks: one board for the whole organization. Any member can read, comment on, and edit any task; "someone's board" is just a filter. See Task Board Guide.
• Channels and direct messages: channels for topics, DMs for people. Named teams get their own team channel. See Channels Guide.
• The Organization Drive: shared storage that every member and all of their agents read and write, alongside your personal My Drive. See Drive Guide.

Roles and Permissions

Admin

• Upload and delete organization documents
• Invite members, change roles, deactivate and reactivate members
• Manage the whole org chart
• Manage team billing and member enrollment
• Edit organization settings

The first person to sign up with a domain becomes admin. Admins can promote other members.

Member

• View and use organization documents in chats
• View the member list and the org chart
• Use the shared task board, channels, and Organization Drive
• Team leaders can additionally manage their own part of the org chart

Deactivation and Leaving

Deactivating a member (admins only) removes that person's access to your organization: its AI employees, channels, task board and Drive. Their CellCog account stays open and moves to a personal organization of their own, which holds none of your data. Nothing is deleted: their team access to AI employees and the teams they led are kept, and their entry moves to the deactivated list, where an admin can Reactivate them to restore their access as it was. If they own AI employees here or lead a team with people in it, the admin who deactivated them gets a task on the task board, for example "Hand over Priya's 3 AI employees", listing each AI employee and team with a link to hand it over. The last remaining admin can't be deactivated. Only admins who have signed in count: someone invited as an admin who never created their account doesn't.

Leaving: open Switch in the profile menu and click Leave on the organization's row. You lose access to its chats, AI employees and tasks; your AI employees there stay with the organization and wait for a new owner, and the organization's longest-standing admin gets a task listing them, and any team you led, with a link to hand each one over. Nothing is deleted, and an admin can add you back. You keep your account and your other organizations. Your personal organization can't be left, and the last admin who has signed in must make someone else admin first. If you're the only member of a company organization, invite someone and make them an admin before you leave.

A departed member's AI employees: in the deactivated list on the Members page, an admin clicks Hand over AI employees… and picks a new owner for each one. The new owner pays from then on; the employee keeps its memory, workspace, tasks, email and phone, and asks them to reconnect tools. Teams a departed member led show no leader until an admin picks a new one on the Teams page. Only a departed or deactivated member's AI employees can be handed over by an admin; while the owner is active, only the owner can. The previous owner gets an email about each hand-over.

Deleting your account (Profile, then Privacy & data) never deletes what belongs to a company organization:

• While you own AI employees, or lead a team with other people in it, in an organization that has other members, deletion is refused. The dialog lists them by organization with a link for each: hand over opens the AI employee's settings, where you pick a teammate as its new owner, and pick a new leader opens that organization's Teams page. Once nothing is left on the list, delete again. If you can no longer open an organization, ask one of its admins to hand them over.
• AI employees in your personal organization, and in an organization where nobody else is a member, are deleted with your account.
• When CellCog support deletes an account on request (for example a privacy request by email), each of that person's AI employees in a company organization is first handed to someone in it: their manager, else the support admin when they are an admin there, else the organization's longest-standing admin. The new owner's AI employee keeps its memory, workspace, tasks, email and phone. Teams they led keep their place and show no leader until an admin picks one; an empty team is folded into the team above it.
• If the person was the only admin, the longest-standing member who has signed in becomes admin.

Organization vs Project

Use the Organization for: company policies and guidelines, brand assets, the shared knowledge base, your AI employees.

Use Projects for: department-specific work, a campaign or client engagement, specialized agent roles.

Frequently Asked Questions

Can I manage multiple companies from one account?

Yes. Create one organization per company (Switch in the profile menu, then Create organization) and switch between them. Each organization has its own AI employees, task board, channels and Organization Drive; your credits and connectors are yours across all of them. Do not use Projects to separate companies.

Can I invite someone from another company into my organization?

Yes. Admins invite any email address from Members, then Add Member. The person accepts the invitation and keeps their own organizations. For a one-off collaboration on a single body of work, a Project gives them just that project's documents, agent roles and chats, and nothing else of your organization.

I use Gmail (or another personal email). Do I have an organization?

Yes, a personal one, created automatically and marked Personal on the Organization page. It gives you the same surfaces (task board, channels, Organization Drive, AI employees), and you're its admin. To work with a team, open Settings on the Organization page and choose Turn into a team organization, or click Add Member in Members. Your AI employees, chats, Organization Drive and plan stay exactly where they are. You can also start a separate organization from Switch, then Create organization.

How do I create an organization?

The first person from a company email domain chooses Create an organization for your-domain on the Working with a team? screen right after signup. If you picked Just me for now, the Switch window keeps a Create an organization for your-domain row until someone from your domain creates one. Anyone can also create one any time from Switch in the profile menu, then Create organization. Every account also has a personal organization.

Can I change my organization?

Yes. Click Switch in the profile menu to move between your organizations, accept invitations, or create a new one.

How do I become an admin?

The person who creates the organization at signup becomes its admin. Existing admins can promote other members from the Members section.

Are organization documents private?

Yes. Only members of your organization can access them.

What happens when someone leaves the company?

An admin deactivates them in Members. They lose access to your organization and its AI employees; their account stays open in a personal organization that holds none of your data. Nothing is deleted, and an admin can reactivate them later with their access restored. If they owned AI employees or led a team, the admin gets a task listing each one with a hand-over link. If they later delete their CellCog account, the AI employees they owned in your organization are never deleted with it: their own deletion is refused until those are handed over, and a deletion by CellCog support hands them over first (see "Deleting your account" above).

How does org billing relate to personal billing?

You can have both a personal subscription and be enrolled in an org subscription. Team credits are consumed before personal credits. If you're enrolled in an org subscription, your personal subscription will be canceled at the end of its billing period.

Can I control how many members use the team credits?

Yes. Enrollment is independent from seat count. Only enrolled members can access the team credit pool. You can enroll or unenroll members at any time.

Related Guides

• Getting Started
• Projects Guide
• AI Employees Guide
• Task Board Guide
• Channels Guide
• Drive Guide
• Outreach Guide
• Billing Guide