Business Identities

Business Identities are Solo Identities designed for teams and organizations. They provide advanced collaboration features and team management.

What is a Business Identity?

A Business Identity is:

  • Team-focused: Designed for organizations
  • Advanced features: More collaboration tools
  • Role-based access: Full RBAC support
  • Team management: Advanced team features
  • Premium feature: Requires paid plan

Business Identity Features

Advanced Team Management

  • Multiple admins: Multiple administrators
  • Role customization: Custom roles and permissions
  • Department organization: Organize by departments
  • Team hierarchies: Nested team structures

Enhanced Collaboration

  • Shared workspaces: Team workspaces
  • Project management: Built-in project features
  • Team analytics: Usage and activity analytics
  • Collaborative agents: Agents designed for teams

Business Tools

  • Billing management: Team billing features
  • Usage tracking: Team-wide usage monitoring
  • Compliance: Compliance and audit features
  • Governance: Policy and governance tools

Creating a Business Identity

During Onboarding

When creating a Solo Identity:

  1. Choose scope: Select "Business Identity"
  2. Enter business name: Your organization name
  3. Set up team: Invite initial team members
  4. Configure settings: Set up business features
  5. Activate: Start using business identity

Converting Personal Identity

Convert existing personal identity:

  1. Go to Settings
  2. Identity Settings
  3. Upgrade to Business
  4. Follow prompts
  5. Identity upgraded

Note: Some features may require plan upgrade.

Business Identity Structure

Organization Hierarchy

Business identities support:

  • Main identity: Primary business identity
  • Departments: Organize by department
  • Teams: Create teams within departments
  • Projects: Organize by projects

Agent Organization

Organize agents for business:

  • Department agents: Agents for departments
  • Team agents: Agents for teams
  • Project agents: Agents for projects
  • Shared agents: Agents for entire business

Business Identity Settings

Team Settings

Configure team features:

  • Team size: Number of team members
  • Role definitions: Custom roles
  • Permission sets: Permission configurations
  • Team policies: Team-wide policies

Business Settings

Configure business features:

  • Business name: Organization name
  • Branding: Custom branding
  • Compliance: Compliance settings
  • Governance: Governance policies

Best Practices

Plan Your Structure

  • Organize logically: Departments, teams, projects
  • Define roles: Clear role definitions
  • Set permissions: Appropriate access levels
  • Document structure: Keep organization documented

Use Business Features

  • Leverage RBAC: Use role-based access control
  • Team analytics: Monitor team usage
  • Compliance tools: Use compliance features
  • Governance: Implement governance policies

Scale Thoughtfully

  • Start small: Begin with essential structure
  • Add gradually: Expand as needed
  • Review regularly: Adjust structure as team grows
  • Optimize: Refine organization over time

Business Identity vs. Personal Identity

Personal Identity

  • Individual use: For personal work
  • Basic features: Standard Solo features
  • Limited team: Basic team collaboration
  • Free tier: Available on free plan

Business Identity

  • Team use: For organizations
  • Advanced features: Enhanced collaboration
  • Full team management: Advanced team features
  • Paid plans: Requires paid plan

Upgrading to Business Identity

Requirements

To create or upgrade to Business Identity:

  • Paid plan: Requires paid subscription
  • Business needs: Need for team features
  • Team size: Planning for multiple team members

Upgrade Process

  1. Go to Settings → Billing
  2. Upgrade plan (if needed)
  3. Go to Identity Settings
  4. Upgrade to Business
  5. Configure business features

Troubleshooting

Can't create business identity?

  • Check you have paid plan
  • Verify plan supports business features
  • Contact sales for assistance
  • Review plan limitations

Business features not available?

  • Verify plan includes business features
  • Check identity is set as business
  • Review feature availability
  • Contact support if needed

Next Steps

Version: 1.0
Last Updated: November 2025