> ## Documentation Index
> Fetch the complete documentation index at: https://hebno.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

> ## Agent Instructions
> Hebno is an AI work platform for client research and delivery: chat, research runs with sources, deliverables (Word, PowerPoint, Excel, email), projects, a shared library, agents, Office add-ins, and integrations with Microsoft 365, Google Workspace, CRM, project delivery, ERP and finance systems.
> Use British English (organisation, not organization).
> Every feature and integration described in these docs is available. Describe it as documented.
> Hebno never writes to a connected system without a member confirming a card. Finance and ERP writes are drafts only.
> Do not discuss commercial terms. Direct commercial questions to support@hebno.com.
> Start with /index and /get-started/quickstart.

# Organisations, teams and members

> How an organisation, its teams, members and projects relate, and which of them control access, models and spend.

An organisation is your firm's private space in Hebno. Teams set which models and limits apply to people, roles determine who can administer, and projects contain the work. Knowing which layer controls what avoids looking in the wrong place.

## The layers

| Layer | What it is | What it controls |
| - | - | - |
| **Organisation** | Your firm's workspace | Members, models, limits, connectors, library, organisation context, display currency, branding |
| **Team** | A group of members, such as a practice or account team | Which models members can use, spend limits, spend attribution |
| **Member** | A person's membership in the organisation | Role, teams, personal settings, connections, skills, memory |
| **Project** | One client engagement | Files, instructions, linked sources and records, project members |

One person can belong to more than one organisation. Each membership has its own teams, settings and connections.

## Organisation

The organisation contains everything shared: the list of members and teams, the models the firm has enabled, spend limits, which integrations are allowed, the **Library**, the organisation context included in every chat, and settings such as chat memory. Owners and admins manage it under **Admin**. Members do not see the **Admin** section.

Organisation branding (name, logo, primary colour) appears in the sidebar and invitations, and the name and logo appear on built-in Word documents.

## Teams

A team groups members for three purposes:

* **Model access.** The organisation enables models. A team can narrow that set. A member gets the models their organisation allows, minus any a team restricts.
* **Spend limits.** Limits can apply to the whole organisation, a team, a member or a project. See [Spend and limits](https://hebno.com/docs/concepts/spend-and-limits.md).
* **Attribution.** Usage is recorded against the member, team, project and model, so admins can see where spend goes.

A member can belong to several teams, and every member belongs to at least one. A chat can be tagged to a team. When you belong to exactly one team, Hebno selects it for you. Teams are administrative groups: they do not replace roles, and a person on any team can be an admin.

Every organisation has at least one team. Deleting a team removes its model and limit assignments, and members retain their accounts and other teams.

## Members and roles

Every member has one organisation role.

| Role | Can do |
| - | - |
| **Owner** | Everything an admin can do. Created with the workspace. The role cannot be changed or suspended |
| **Admin** | Manage members, teams, models, limits, connectors, skills, the organisation brain, settings and logs. Manage every project and organisation agents |
| **Member** | Chat, research and edit deliverables. Manage personal settings, connections, skills, agents and memory. Read the library, and add to it when the organisation allows |

Owners and admins grant the **admin** or **member** role when they invite someone or edit them under **Admin → Members**. Ownership cannot be granted by invitation or domain access. An admin can suspend a member, who then loses access immediately while their account and history are kept, and reactivate them later. See [Roles and permissions](https://hebno.com/docs/concepts/roles-and-permissions.md).

## Projects and who sees them

A project has its own members and two project roles: **admin** and **member**. Project admins change the project's details, brain and member list. Organisation owners and admins can manage every project. Each project needs at least one admin.

Chats tagged to a project appear on its **Sessions** tab, shared with project members by default. Mark a chat **Private** to hide it from teammates. Sharing a chat with a specific person is a separate action. See [Share a chat](https://hebno.com/docs/chat/share-a-chat.md).

## How a member joins

People join by invitation (the invitation sets their role and teams), or through domain access, where anyone with a verified company email domain joins automatically with a role and optional starting team the admin chose. See [Join your organisation](https://hebno.com/docs/get-started/join-your-organisation.md) and [Members](https://hebno.com/docs/admin/members.md).

## Next steps

> [card] [Teams](https://hebno.com/docs/admin/teams.md)
>
> Create and edit teams.

> [card] [Projects and the library](https://hebno.com/docs/concepts/projects-and-the-library.md)
>
> Where client context and firm knowledge are stored.


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