Documentation
Personal, team and brokerage workspaces
Understand membership, roles and which workspace holds the records.
Your personal practice
Your personal workspace holds your own business context and agent work. It stays distinct from the shared organizations you can access.
Teams and brokerages
Joining, invitations and current membership determine which shared workspaces appear. A manager and a member can have different access and available actions.
Human teams and agent teams
A team or brokerage is an organization of people. An agent team is a group of AI workers. Creating or joining one does not grant access to the other.