Documentation

Organizations & Teams

Forese.ai uses organizations to separate your work. Every user has a personal workspace, and Premium users can create team organizations for collaboration.

Organization Types

There are three types of organizations, each serving a different purpose:

Personal Workspace

All Users

Your private workspace, automatically created when you sign up. This is where you keep projects that only you can access.

Auto-created on signup Full access to your tier features No invitations allowed

Demo Organization

All Users

Explore Forese.ai with pre-built sample projects. Demo organizations are read-only — you can explore all features but changes won't be saved.

3 templates available Read-only mode No invitations allowed

Team Organization

Premium

Collaborative workspaces for teams. Premium users can create up to 5 team organizations and invite others to collaborate on projects.

Premium users can create Invite team members Granular canvas access

Demo Templates

Three industry templates let you explore Forese.ai with realistic project data:

TemplateIndustryDescription
NovaPayFintech StartupPayment platform launch with compliance and integration tasks
Orbital DynamicsAerospaceSatellite deployment project with complex dependencies
GreenTech MotorsManufacturingEV production line setup with supply chain risks

Read-only mode: Demo organizations show a yellow banner and disable all edit functionality. You can run simulations and explore, but nothing is saved.

Team Roles & Permissions

Team organizations have a simple role hierarchy. All members can view public projects by default:

RoleWho Can BeDefault AccessCan Invite
OwnerPremium user who created the orgFull access to all projects (incl. private)All tiers, can promote to Admin
AdminPremium users (designated by Owner)Full access to all projects (incl. private)Pro and Free users
MemberPro users (when invited)View all public projects, edit if grantedCannot invite
ViewerFree users (when invited)View all public projects (read-only)Cannot invite

Project Visibility

Projects in team organizations can be either public (visible to all org members) or private (visible only to owner and admins):

Public Projects (Default)

All organization members can view. Editing requires explicit permission or admin role.

  • • Owner has full access
  • • Admins have full access
  • • Members can view, edit if granted
  • • Viewers can view only

Private Projects

Hidden from regular members. Only visible to the project owner and organization admins.

  • • Owner has full access
  • • Admins have full access
  • • Members cannot see
  • • Viewers cannot see

Toggle privacy: Open the project, click "Manage Access" in the toolbar, and use the privacy toggle at the top of the dialog.

Edit Permissions

While viewing is automatic for public projects, editing requires either admin role or explicit permission:

Role-Based (Automatic)

Owners and Admins can edit any project in the organization automatically.

Explicit Grant (Per-Project)

Members can be granted edit access to specific projects via "Manage Access".

Subscription Requirements

CapabilityFreeProPremium
Personal Workspace
Create Demo Orgs
Create Team OrgsUp to 5
Join Team Orgs (when invited)Viewer onlyMemberAdmin
Galaxy AccessView onlyFull

Managing Project Access

As an Admin or Owner, you can manage project visibility and edit permissions:

  1. Open the project you want to configure
  2. Click "Manage Access" in the toolbar (shield icon)
  3. Set project privacy:
    • Public: All org members can view the project
    • Private: Only you and admins can see the project
  4. Grant edit access to specific members who need to make changes
  5. Revoke access anytime by clicking the remove button

Simplified access: All organization members can automatically view public projects. Use the "Grant Edit" button only when someone needs to make changes.

Best Practices

Use Private mode for work-in-progress

Keep projects private while developing them. Toggle to public when ready for team review.

Grant edit access only when needed

All members can view public projects automatically. Only grant edit access to those who need to make changes.

Use demos to onboard new users

Point new team members to demo organizations to learn the platform without affecting real projects.

Use Personal Workspace for experiments

Your personal workspace is completely private. Use it for experiments before moving projects to team orgs.