---
title: "Workspace"
url: "/organization"
description: "Members and roles, plans and limits, usage tracking, and the security controls available to administrators."
productArea: organization
audience: ["admin"]
tags: ["organization", "billing", "plans"]
lastReviewed: 2026-08-25
---

# Workspace (/organization)





Your workspace owns your agents, contacts, data and billing. You created one when you signed up,
and your personal account can belong to several.

## Members and roles [#members-and-roles]

Invite people from **Settings → Members**. There are three roles:

| Role       | Can do                                                   |
| ---------- | -------------------------------------------------------- |
| **Owner**  | Everything, including billing and transferring ownership |
| **Admin**  | Manage agents, data, contacts and members                |
| **Member** | Work with agents and conversations                       |

The number of members you can have is a plan limit.

## Plans and limits [#plans-and-limits]

Every allowance — agents, interactions, storage, team members, evaluation limits and how many
agent versions are kept — is listed in the [plan limits reference](/reference/plan-limits). That
page is generated from the platform's own plan configuration, so it cannot drift from what is
actually enforced.

<Callout type="info">
  The free plan is called **Starter**. Prices and the current feature-by-plan breakdown are on the
  [pricing page](https://klicforge.ai/pricing) — that page is the authority on what costs what.
</Callout>

Some features are only available from a certain plan, including WhatsApp,
[agent versioning](/agents/versioning), [memory](/memory), and custom skills and tools. The
pricing page lists which.

## Usage [#usage]

Open **Settings → Usage** in the dashboard to see interactions consumed this month,
what is left, and a breakdown by agent. Allowances reset at the start of each calendar month.

Read [interaction counting](/reference/interaction-counting) to understand exactly what is
counted — it is not one per message.

## Billing [#billing]

Owners manage the subscription from **Settings → Subscription**: change plan, update payment
details, and see invoice history.

* **Upgrading** takes effect immediately and is prorated.
* **Downgrading** takes effect at the end of the current billing period, so you keep what you
  paid for.

## Security [#security]

* Personal data in contacts and data tables is encrypted at rest.
* Channel credentials and tool auth headers are write-only — stored encrypted, never returned.
* Actions on personal data are recorded in an audit log, with the data itself redacted.
* Administrators of the platform are subject to mandatory multi-factor authentication.

Read [security and privacy](/organization/security-and-privacy) for what is held, how long it is
kept, which AI providers see your conversations, and what you are responsible for.

## Data export and deletion [#data-export-and-deletion]

You can export everything held about a [contact](/contacts), which is what a right-of-access
request needs. Deletion requests are handled through the same area.

## Related pages [#related-pages]

* [Security and privacy](/organization/security-and-privacy)
* [Fair use policy](/organization/fair-use-policy)
* [Notifications](/organization/notifications)
* [Affiliate program](/organization/affiliate)
* [Interaction counting](/reference/interaction-counting)
* [Contacts](/contacts)
* [Agent versioning](/agents/versioning)
