How organizations and workspaces relate
Your organization contains one or more workspaces. Each workspace is a separate space for a team or department to manage their own support requests, with independent channels, tickets, forms, and settings. Settings are split between the two levels:- Organization settings apply across your entire account, including branding, , notification policy defaults, and member management.
- Workspace settings are scoped to individual teams, including , ticket statuses, , , and API keys.
Learn more about organization settings and workspace settings.
Organization roles
An organization role is a person’s baseline across the entire account. Everyone has exactly one:- Admins have full control over organization settings, integrations, and member management.
- Members reach public workspaces automatically with requester access, which lets them file and track their own tickets. They cannot manage organization-level settings. To work a workspace’s queue, a member must be added to that workspace.
- Guests have no automatic workspace access, even to public workspaces. They reach a workspace only when explicitly added. By default, guests cannot see your organization in their workspace switcher. Admins can enable guest visibility in Organization Settings > General, which also lets guests use the .
For how organization roles combine with workspace access, and the full capability matrix, see Roles and access.
How people join your organization
People are added to your organization automatically. There is no manual “invite to organization” step. Someone becomes an organization member in one of these ways:- Single sign-on: the first time a person signs in through your connection, Ravenna creates their organization membership.
- Identity provider or HRIS sync: people synced from an are added automatically.
- Added to a workspace: when a workspace admin adds someone by email who is not yet in the organization, their organization membership is created at the same time (see Add someone to a workspace).
- Submitting a request: when someone new sends a request by email, Slack, or Teams, Ravenna creates them as a guest so the request can be tracked.
People whose email matches your company domain join as Members. People synced from an integration on a different email domain join as Guests. Enable Guest visibility in organization settings before guests can sign in.
Managing organization members
Edit a member
Click the menu on a member’s row and select Edit to change their organization role or set a delegate. See organization roles for what each role can do.
Set member delegates
Assign a delegate to receive a member’s ticket assignments and approvals while they are unavailable.- Manager: uses the member’s direct manager (requires the for manager data)
- Specific user: any organization member
- No delegate: removes delegation
Members can set their own delegates in user settings. Admin changes override a member’s own setting.
Access controls
Organization admins can configure access in Organization Settings > General:- Workspace creation: Restrict who can create new workspaces (admins only or all members).
- Guest visibility: Let organization guests see and sign in to your organization and use the requester portal. Off by default.
Learn more about organization settings and adding people to a team in Workspaces.