docs: define organization account model

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2026-05-04 15:45:12 -04:00
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Use these terms consistently in product docs, specs, UI copy, and code discussions.
## Workspace
## Organization
Top-level working container for a client account.
SaaS account boundary that owns billing, subscription, limits, organization-level users, connectors, data mappings, and workspaces.
An agency may manage multiple workspaces.
An organization may be an agency, an in-house brand company, or a professional's business account.
Use:
- ownership boundary
- membership boundary
- scoping boundary for content items, assets, comments, approvals, and notifications
- billing and subscription boundary
- ownership boundary for workspaces
- connector and integration configuration boundary
- organization-level membership and permission boundary
Do not use as:
- synonym for a brand workspace
- synonym for a single human user account
- synonym for an external reviewer
## Workspace
Brand, client, or operating workspace where content workflow happens.
Each workspace belongs to exactly one organization and is not shared between organizations.
Use:
- brand/client workflow boundary
- scoping boundary for content items, assets, comments, approvals, and notifications
- channel configuration boundary
Do not use as:
- top-level SaaS account boundary
- billing or subscription boundary
- synonym for internal role
- synonym for team member role
## Organization Member
User access relationship at the organization level.
Organization membership can grant organization-level permissions and inherited access to all workspaces owned by that organization.
## Workspace Member
User access relationship at the workspace level.
Workspace membership grants direct access to one workspace and can classify the user's relationship to the owning organization as `Organization Member` or `External Collaborator`.
An `Organization Member` is part of the organization that owns the workspace. They may have access through organization membership, direct workspace membership, or both.
An `External Collaborator` is not part of the owning organization but has direct workspace access. This includes subcontractors, providers, clients, and external reviewers.
Workspace membership can override applicable inherited workspace permissions.
## Agency
Operating organization managing one or more workspaces.
Type of organization that manages one or more brand/client workspaces for customers.
An agency is above the workspace level in the business model.
Use `Organization` for the product model unless specifically describing an agency customer.
## Client
@@ -106,6 +145,8 @@ Examples:
Specific destination, account, handle, page, or feed within a network.
Channels are configured inside a workspace. The connector or integration credentials used to access external systems are owned by the organization.
Examples:
- `@MyBrand` on Instagram