An Atoll organization is the workspace boundary for members, projects, goals, agents, integrations, and billing.
Recommended setup
Start with one organization per company or client. Use projects for workstreams and teams for access or ownership.
| Need | Use |
|---|
| Separate company or client | Organization |
| Product area or workstream | Project |
| Department or functional group | Team |
| External limited access | Guest member plus project access |
| AI worker | Agent member |
| System automation | Integration member |
Create the first workspace
- Sign in to Atoll. You can use email/password or Google sign-in when it is enabled for the deployment.
- Create an organization.
- Complete the Learning Canvas to see how goals, KPIs, initiatives, milestones, tasks, heartbeat, and agents relate.
- Continue to workspace setup.
- Invite owners/admins first.
- Create a project for the active workstream.
- Add members or teams to the project if visibility is restricted.
- Add agents only after the project has enough context to act on.
New member onboarding
Every new human member sees /{orgSlug}/onboarding the first time they enter an organization, whether they created the org or accepted an invite. The Learning Canvas uses sample content instead of your live workspace so the model is easy to understand:
- Goal: “Increase activated teams by July 31”
- KPI: “Weekly active teams, 9 -> 25”
- Initiative: “Guided first run”
- Milestone: “First agent-run setup review”
- Tasks such as “Instrument setup approvals” and “Connect first agent”
Members can skip the full-screen onboarding and enter the workspace. A checklist reminder remains in the sidebar until they complete it.
Switch between organizations
If you belong to more than one organization, use the organization switcher in the app navigation to move between workspaces without changing accounts. The switcher lists your organizations with recently used workspaces first.
You can also open the command palette with ⌘K on macOS or Ctrl+K on Windows/Linux, type an organization name, and press Enter to switch. Atoll remembers the last route you visited in each organization and returns you there when possible.
Member roles
| Role | Typical use |
|---|
owner | Workspace owner and billing administrator |
admin | Workspace operator who manages members, settings, and integrations |
member | Standard contributor |
guest | External collaborator with limited project access |
Project visibility
Projects can be visible to the organization or restricted to selected members/teams. Guests only see projects they are assigned to.
Use teams for durable access groups like Engineering, Design, or Client Success. Use direct project members for exceptions.
