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Embed 51 captured screenshots (27 desktop primary + 24 mobile) across 16 feature pages, add a top-level Full manual handbook TOC, and expand the surrounding prose into step-by-step walkthroughs. - getting-started: sign-in (email/Google/GitHub/Continue with Hanzo + hanzo.id SSO), workbench + app rail, 5-surface launcher, workspace settings - account: org-grouped switcher, account menu, account settings, wallet + Developer/Pro/Plus/Max plans on billing.hanzo.ai, agents/bots as members + DM - tracker: project navigator, New Issue dialog, issue detail, All Issues - documents/drive/chat/planner/HR/contacts walkthroughs - honest desktop-first note; HR (beta) empty state noted plainly - assets under public/img/<feature>/<view>-<viewport>.png
78 lines
4.4 KiB
Plaintext
78 lines
4.4 KiB
Plaintext
---
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title: Organizations & workspaces
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description: How organizations and workspaces relate, and how to switch between them.
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---
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Hanzo Team follows a Slack-style model for structuring teams: you sign in once with your Hanzo account and can belong to many places at once.
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## The model
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- **Organization** — the top-level container for a company or group. Billing, plan, and org-wide membership live here.
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- **Workspace** — a space inside an organization that holds projects, documents, channels, and everything else. An organization can have several workspaces (for example, one per department or product).
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- **Member** — a person, identified by their Hanzo account, who belongs to one or more workspaces with a [role](/docs/advanced-settings/roles) in each.
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Your single Hanzo identity spans every organization and workspace you're part of — there are no separate logins to juggle.
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## Switching
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Use the **account switcher** at the top of the left sidebar to move between organizations and workspaces. Switching is instant and does not sign you out — your session carries across all of them, the same way you'd switch between Slack workspaces.
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*The switcher groups workspaces under their organization. Each org heads its own list of workspaces, with **Create workspace** and **Invite to workspace** below.*
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A checkmark marks the workspace you're in now. Select any other workspace to jump straight to it, or use **Create workspace** to start a new one inside the same organization.
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> **On mobile:** the switcher opens as a full-width sheet with the same org-grouped list.
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*The workspace switcher on a phone.*
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## The account menu
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Your avatar at the bottom of the app rail opens the **account menu** — the hub for your identity, appearance, and the rest of Hanzo:
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*The account menu: Profile, a Light/Dark theme toggle, Workspace settings, Usage & billing, the Surfaces launcher, and Sign out.*
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- **Profile** — your name, avatar, and contact details.
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- **Theme** — switch between Light and Dark.
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- **Workspace settings** — jump into the workspace's configuration.
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- **Usage & billing** — open your [wallet and plan](/docs/account/usage-billing).
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- **Surfaces** — launch other Hanzo products (see [Learn the basics](/docs/getting-started/learn-the-basics#jump-to-other-hanzo-surfaces)).
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- **Sign out** — end your session.
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> **On mobile:** the account menu opens as a full-width sheet.
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*The account menu on mobile.*
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## Account settings
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Choose **Profile** (or the gear at the top right, then **Account settings**) to manage the parts of your Hanzo account that follow you into every workspace:
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*Account settings: your profile and password, plus Integrations, Notifications, Auto translation, Calendar, Office, and Mailboxes.*
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These are personal to you — changing your notification preferences or connecting an integration here applies across the organizations and workspaces you belong to, not just the one you're viewing.
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> **On mobile:** account settings scroll in a single column.
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*Account settings on a phone.*
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## Joining and leaving
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- **Join** — open an invite link and sign in, or accept an invitation sent to your email. See [Workspace setup](/docs/getting-started/workspace-setup#invite-your-team).
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- **Guests** — people outside your organization can be invited as guests to specific content without full membership.
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- **Leave** — you can leave a workspace from the account switcher; an administrator can also remove members in **Settings → Members**.
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## Administration
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Workspace administrators manage members, roles, and enabled modules under **Settings**. Organization owners additionally manage the [plan and billing](/docs/account/usage-billing) that apply across the organization's workspaces.
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