Team Collaboration

Somara is built for teams. Share assistants, collaborate in spaces, and build organizational AI intelligence together.

What is an Organization?

Your team's home on Somara. It contains:

• Members - People with access
• Assistants - AI agents everyone can use
• Spaces - Shared workspaces
• Settings - Billing, API keys, preferences

Creating an Organization

1. Click your profile in the top right
2. Select Create Organization
3. Enter organization name
4. You're now the Owner

Owner

• Full control over everything
• Manages billing and subscription
• Can delete the organization
• Can transfer ownership

Admin

• Manages team members
• Creates and edits all assistants and spaces
• Accesses organization settings
• Cannot manage billing or delete org

Editor

• Creates assistants and public spaces
• Edits their own content
• Cannot manage members
• Cannot access org settings

Member

• Uses assistants and spaces
• Creates personal chats
• Cannot create assistants or public spaces
• Read-only for shared content

Send an Invitation

1. Click organization name in sidebar
2. Go to Organization Settings
3. Click Members tab
4. Click Invite Member
5. Enter email and select role
6. Click Send Invite

Invitation Process

• Invitee receives email
• Clicks invitation link
• Creates account (or signs in)
• Automatically joins organization

Pending Invitations

View and manage pending invites:

1. Go to Members tab
2. See Pending Invitations section
3. Resend or cancel invitations

Change a Member's Role

1. Find member in the list
2. Click the role dropdown
3. Select new role
4. Changes take effect immediately

Remove a Member

1. Click menu icon next to member
2. Select Remove from organization
3. Confirm removal
4. Member loses access immediately

1. Start with Minimum Access

Give new members the Member role. Promote as needed.

2. Use Spaces for Access Control

Private spaces limit who sees sensitive content.

3. Create Standard Assistants

Build well-configured assistants for common tasks that everyone can use.

4. Document Your Setup

Keep notes on how assistants and spaces are organized.

5. Regular Access Reviews

Monthly review who has what access.

Knowledge Sharing

1. Create a space for your team/project
2. Add comprehensive context
3. Upload relevant documents
4. Invite team members
5. Everyone benefits from shared AI knowledge

Template Assistants

1. Create an assistant for a common task
2. Perfect the system prompt
3. Share with the organization
4. Team members use it without setup

Handoffs

1. Complete your work in a chat
2. Share the chat with a colleague
3. They continue where you left off
4. Full context is preserved