Set Up Your Organization
A step-by-step tutorial to create an organization, invite members, configure AI providers, and set up shared resources.
This tutorial walks you through creating and configuring an organization in Fabric AI. In about 15 minutes, you'll have a fully set up team workspace with shared AI providers, integrations, and collaboration features.
What You'll Accomplish
By the end of this tutorial, you'll have:
- Created an organization with a custom slug
- Invited team members with appropriate roles
- Configured AI providers for the organization
- Set up shared integrations and data connections
Prerequisites
Before starting, make sure you have:
- ✅ A Fabric AI account
- ✅ At least one AI provider API key (see AI Configuration)
- ✅ Email addresses of team members to invite
Step 1: Create an Organization
Open Organization Settings
Click your avatar in the bottom-left corner, then select Create Organization.
Configure the Organization
Fill in the details:
- Name: Your team or company name (e.g., "Acme Engineering")
- Slug: URL-friendly identifier (e.g.,
acme-engineering)- This appears in URLs:
fabric.pro/app/acme-engineering/... - Cannot be changed after creation
- This appears in URLs:
- Logo: Upload your team or company logo (optional)
Create
Click Create Organization. You're automatically set as the Owner.
Step 2: Invite Team Members
Navigate to Members
In your organization context, go to Settings → Members.
Send Invitations
Click Invite Member and enter each person's email address.
Assign Roles
Choose a role for each member:
| Role | Permissions |
|---|---|
| Owner | Full control — settings, billing, members, all features |
| Admin | Manage settings, integrations, and members (except billing) |
| Member | Use all features, create projects and workflows |
Members Accept Invitations
Invited users receive an email with a link to join. Once they accept, they appear in the members list.
Step 3: Configure AI Providers
Set up AI providers at the organization level so all members have access.
Navigate to AI Providers
In your organization context, go to Settings → AI Providers.
Add a Provider
Select a provider (e.g., OpenAI, Anthropic, Groq) and enter the API key.
This org-level key is shared across all members. Members can still set personal provider overrides.
Set Model Preferences
Configure which models to use for different task types:
| Task Type | Recommended |
|---|---|
| Chat | Claude Sonnet or GPT-4o |
| Simple | GPT-4o-mini or Llama 3.1 8B |
| Complex | GPT-4o or Claude Opus |
| Tool Calling | GPT-4o |
| Embedding | text-embedding-3-small |
Set Default Provider
Click Set as Default on your primary provider. This is the fallback when no specific model override exists.
Configure Embedding Provider
If you plan to use RAG (document search):
- Select an embedding-capable provider (OpenAI, Cohere, etc.)
- Click Set as Embedding Provider
Step 4: Set Up Shared Integrations
Connect external services at the organization level for all members.
Add MCP Servers
Go to Settings → MCP Servers and connect services your team uses:
- GitHub — for repository management
- Linear or Jira — for issue tracking
- Slack — for team notifications
Organization MCP servers are available to all members.
Add Data Connections
Go to Settings → Data Connections to sync shared knowledge:
- Notion — team wiki and documentation
- Google Drive — shared documents
- Confluence — company knowledge base
Connected data powers RAG retrieval for all org members.
Step 5: Create Shared Resources
Now create resources that your team can collaborate on.
Create a Project
- Navigate to Projects in the org context
- Click Create Project
- Add team members as collaborators with appropriate roles (Owner, Editor, Viewer)
Create Agent Templates
- Navigate to Agents in the org context
- Create agents scoped to the Organization
- All members can use org-scoped agents
Create Workflow Templates
- Navigate to Workflows in the org context
- Build workflows that use org-level integrations
- Team members can run and monitor shared workflows
Understanding Data Isolation
Fabric enforces strict data isolation between personal and organization contexts:
- Organization data is only visible to org members
- Personal data is never visible in the organization context
- Switching between contexts is instant — click the org switcher in the sidebar
Tips for Organization Management
Start Small
Begin with a few key members and expand as you establish patterns and workflows.
Standardize AI Settings
Set org-level model preferences so all members get consistent results. Members can override with personal preferences if needed.
Use Organization-Scoped Skills
Create organization skills for common tasks (e.g., "Company Writing Style", "Code Review Checklist") so the whole team benefits.
Monitor Usage
Check the dashboard for activity metrics across your organization — projects created, documents generated, agent tasks completed.
What's Next?
Generate Your First Document
Create a PRD with AI in your new org
Connect Integrations
Set up GitHub, Slack, and other tools
Build a Workflow
Automate team processes with workflows
Troubleshooting
Invitation emails not arriving
- Check spam/junk folders
- Verify the email address is correct
- Resend the invitation from the Members page
Members can't see org resources
- Ensure they've accepted the invitation and switched to the org context
- Check their role has sufficient permissions
AI features not working for members
- Verify the org-level AI provider is configured with a valid API key
- Check that a default provider is set
- Members need either an org provider or their own personal provider