Organization Management

This guide explains how to create and manage organizations in Forgexa. An organization is the top-level multi-tenant container that holds workspaces, members, budgets, and shared configurations.

Hierarchy

Organization
├── Member Management (invitations, role assignment)
├── Budget Management (organization-level budget limits)
├── Integration Config (SMTP, Jira, shared configs)
├── Workflow Templates (default WORKFLOW.md)
├── Audit Logs
└── Workspace × N
    ├── Project × N
    ├── Members (inherited from org + workspace-specific)
    ├── Custom Roles
    └── Budget (workspace-level)

Creating an Organization

1. After logging in, click the organization selector (top-left)
2. Click Create Organization
3. Enter the organization name and description
4. After creation, you become the organization Owner

Organization Roles

Role	Permissions
Owner	Full control. Can delete org and transfer ownership. One per organization.
Admin	Manage members, invitations, integrations, budgets, audit logs, workflow templates.
Member	View organization data, access workspaces, create workspaces.

Role Cascading

Organization Admins automatically have Admin permissions in all workspaces under that organization.

Inviting Members

1. Go to Organization Settings → Members
2. Click Invite Member
3. Enter the email address and select a role (Admin or Member)
4. Optional: add a welcome message
5. Click Send

If SMTP is configured, the invitation email is sent automatically. Otherwise, copy the invitation link to share manually.

Invitations are valid for 7 days and can be resent (refreshing the expiry) or revoked.

Integration Configuration

Configure shared services at the organization level; workspaces and projects inherit automatically.

Config resolution order: Project → Workspace → Organization → Global

SMTP Email

After configuring SMTP, organization invitations and notifications are sent via email:

1. Go to Organization Settings → Integrations
2. Select SMTP
3. Fill in SMTP server details (host, port, username, password)
4. Test connection
5. Save

Jira Integration

Configure Jira at the organization level for all workspaces to share:

1. Go to Organization Settings → Integrations
2. Select Jira
3. Enter the Jira Cloud URL, email, and API Token
4. Test connection
5. Save

Budget Management

Set monthly limits at the organization level and view usage breakdown by workspace:

1. Go to Organization Settings → Budget
2. Set the monthly budget cap (USD)
3. Set the alert threshold (default 80%)
4. View budget usage by workspace

Workflow Templates

Set a default WORKFLOW.md template for the organization; new projects use it automatically:

1. Go to Organization Settings → Workflow
2. Edit the default template
3. Save

Workspaces and projects can override the organization-level template.

Audit Logs

Organization audit logs record all organization-level operations:

1. Go to Organization Settings → Audit Logs
2. Filter by operation type, operator, and date range
3. View detailed change records

Managing Workspaces

Create and manage workspaces within the organization:

1. View all workspaces under the organization in the left sidebar
2. Click Create Workspace to add a new workspace
3. Workspace members automatically include organization members (via role cascading)

Runtime Management

View all runtime daemons registered by members within the organization:

1. Go to Organization Settings → Runtimes
2. View the list of online/offline runtimes
3. See which AI Agent types each runtime supports