Organization Setup

Getting Started Admin Only

Caution

The actions described on this page require the Admin role. If you do not see the settings mentioned below, contact your organization administrator to verify your permissions.

Organization Settings

Every nara organization has a set of core properties that identify it across the platform. Navigate to Organization Settings from the sidebar to view and edit these fields.

Field	Editable	Description
Organization Name	Yes	The display name shown throughout the platform, in emails, and in audit logs. Choose something recognizable to your team.
Slug	Yes	A URL-friendly identifier used in links and API endpoints (e.g., acme-corp). Must be unique across all nara organizations.
Organization ID	No	A system-generated unique identifier. Use this when referencing your organization in API calls or support requests.

Tip

Keep your slug short and lowercase. It appears in URLs and API paths, so a clean slug like acme-corp is easier to work with than Acme Corporation Inc.

---

Inviting Members

Grow your team by inviting new members directly from the nara platform. Admins can add users individually or in bulk.

Single Invitation

1. Open Organization Settings

   Navigate to Organization Settings in the sidebar, then select the Members tab.

2. Click “Invite Member”

   Enter the email address of the person you want to invite.

3. Select a role

   Choose the role for the new member. The role determines what they can see and do within the organization.

4. Send the invitation

   Click Send. The invitee receives an email with a link to join your organization.

Bulk Invitations

For larger teams, you can invite multiple people at once.

1. Open the bulk invite dialog

   From the Members tab, click Bulk Invite.

2. Enter email addresses

   Add multiple email addresses, one per line or separated by commas.

3. Assign a default role

   Select the role that will apply to all invitees in this batch. You can change individual roles after they accept.

4. Send all invitations

   Click Send All. Each person receives their own invitation email.

Note

Invitations expire after 7 days. If a user has not accepted, you can resend the invitation from the Members list.

---

Role Types

Roles control what each member can access and modify. nara provides the following built-in roles:

Admin

Full platform access. Admins can:

• Invite and remove members
• Assign and change roles
• Create, edit, and delete agents
• Manage tools, deployments, and Edge Connectors
• Access organization settings, billing, and credits
• View all audit logs and analytics

Assign the Admin role to team leads, IT managers, or anyone who needs unrestricted control over the organization.

Member

Standard operational access. Members can:

• Use agents in conversations
• View dashboards and metrics
• Access tools assigned to their agents
• View their own activity and tickets

Members cannot modify organization settings, invite users, or change agent configurations. This role is ideal for day-to-day users who interact with agents but do not manage the platform.

Tip

For a full comparison of permissions across all roles, including any custom roles your organization may have configured, see Roles & Permissions.

Changing a Member’s Role

To update a member’s role after they have joined:

1. Go to Organization Settings and open the Members tab.
2. Find the member in the list and click the role dropdown next to their name.
3. Select the new role and confirm the change.

Role changes take effect immediately. The member’s UI updates on their next page load.

---

Initial Configuration Checklist

After creating or joining an organization, follow this checklist to ensure everything is set up correctly.

1. Set your organization name and slug

   Go to Organization Settings and confirm the name and slug are correct. The slug is used in URLs and API paths, so choose carefully.

2. Invite your team members

   Add all users who need access. Start with admins who will help configure the platform, then invite standard members.

3. Assign admin roles

   Ensure at least two people have the Admin role. This prevents lockout if one admin is unavailable.

4. Create your first agent

   Navigate to Agents and set up an agent with an operating protocol. Even a simple agent helps you verify that the platform is working end to end.

5. Set up an Edge Connector (if needed)

   If your organization uses on-premises tools or local infrastructure, install the Edge Connector on a server or workstation. This connects your local environment to the nara platform securely.

Tip

You do not need to complete every step before your team can start using the platform. Members can begin interacting with agents as soon as at least one agent and its tools are configured.

---

Managing Existing Members

Viewing the Member List

The Members tab shows all current members, their roles, and their invitation status (active or pending). Use the search bar to find specific users in larger organizations.

Removing a Member

To remove a member from the organization:

1. Open the Members tab in Organization Settings.
2. Find the member you want to remove.
3. Click the options menu (three dots) next to their name and select Remove.
4. Confirm the removal.

Caution

Removing a member revokes their access immediately. They will no longer be able to sign in to the organization. Any agents or configurations they created remain intact and are not deleted.

---

Next Steps

With your organization configured and your team invited, you are ready to build.

Managing Agents Create AI agents, define operating protocols, and assign tools.

Tool Management Browse available tools and configure how they execute.

Roles & Permissions Detailed breakdown of all roles and what each can access.

Credits & Billing Understand how credits work and monitor your organization's usage.