Working with a Team
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Invite collaborators and choose the right organization role for each person.
Ploy has two layers. Your organization holds people, roles, plan, and billing. A workspace holds the work: sites, documents, assets, brand context, databases, and integrations. An organization can contain multiple workspaces.
How Access Works
Access is organization-wide. When someone joins an organization, they can access every workspace in that organization. Access cannot be limited to one workspace.
Owner, Admin, and Member are different permission levels. A person's role changes what they can do, not which workspaces they can open.
If a client, contractor, or team must not see other workspaces, keep that work in a separate organization.
Organizations vs. Workspaces
| Layer | What it contains | Access |
|---|---|---|
| Organization | People, roles, plan, billing, and one or more workspaces. | A person joins the organization with an Owner, Admin, or Member role. |
| Workspace | Sites, documents, assets, brand context, databases, and integrations. | Every person in the organization can access it. |
Invite People
Inviting collaborators is not included on Free. It is included on Starter, Pro, and Enterprise.
- Open People from the organization menu.
- Select Invite and enter the person's email address.
- Choose their Owner, Admin, or Member role.
- Send the invitation. After they accept, they can access every workspace in the organization.
Use People later to review roles, change a person's permission level, or remove them from the organization.
Roles
Roles set permission levels across the organization. Everyone in the organization can access every workspace, regardless of role.
| Role | Verified scope |
|---|---|
| Owner | Owns the organization and has organization-level control, including People and billing. |
| Admin | Has elevated administrative permissions without being the organization owner, including deleting workspaces. |
| Member | Has the standard collaboration permission level and does not receive organization ownership. |
If you sign up and someone has already invited you, or your email domain matches an organization on Ploy, Ploy shows those organizations first. Choose Join to join one. Choose Continue without joining to set up your own workspace instead; you can still accept invitations later from the bell in the sidebar.
Delete a workspace
Owners and admins can delete a workspace. Members cannot. Owners and admins can also change the workspace name, company website, company summary, logo, and favicon, in Settings or by asking Ploy's Agent. Members can see these settings but cannot change them. The company summary is a sentence or two about what the company does and for whom, up to 500 characters. Ploy's Agent reads it in every chat.
- Open Settings, then General under Workspace.
- In Danger Zone, select the delete button.
- If the workspace has its own paid plan, or it is the last workspace in a paid organization, Ploy shows This workspace can't be deleted. Select Open billing settings to review the plan. In a paid organization, you can delete any other workspace while at least one remains, without changing the plan. If the workspace was used to buy a plan or credits, or has saved auto-reload settings, Ploy shows This workspace has purchases or saved auto-reload settings and cannot be deleted. Contact support if you need help.
- If any domain still serves a site in this workspace, Ploy shows Disconnect your domains first and lists those domains. Disconnect them, then come back.
- Type the workspace name to confirm, then delete.
- Ploy then opens another workspace you can access, starting with your organization's newest one. If you have no other workspace, Ploy takes you to the start page.
Deleting a workspace permanently removes its sites, chats, and brand assets. You cannot undo it. If your organization requires enhanced sign-in, Ploy asks you to confirm with your passkey when the workspace has a site published to Production.
Choose roles carefully: every person can access every workspace in the organization. Reserve Owner or Admin for trusted collaborators who need the higher permission level.
See who took part in a chat
A chat shows the sender's name and avatar beside messages. On the Chats list, participant avatars represent people who sent messages in that chat. Older chats may show the creator instead.
These avatars describe participation. They do not grant or restrict workspace access; organization roles determine permissions. When several people send messages in the same chat, Ploy's Agent answers one person at a time. Each reply works with the role and connected accounts of the person who sent the message. If someone else sends a message while Ploy's Agent is replying to you, their message waits under Queued with their name and gets its own reply when yours finishes.
Your team can also chat with Ploy's Agent from Slack. People in your Slack workspace who are not yet in your organization can request access from Slack. See Ploy in Slack.
One Workspace or Many?
A single workspace can hold more than one site. Keep sites together when they share:
- The same brand, design system, assets, and integrations.
- The same collaborators and workspace context.
- A closely related purpose, such as a marketing site and its docs site.
Use separate workspaces when sites need different brand context, assets, or integrations. Separate workspaces do not create access boundaries. Use a separate organization when different people must have access.
What's Next?
- Protect your organization: review Advanced Controls for your Organization.
- Understand the platform: read Core Concepts.
- Get help: see FAQ & Troubleshooting.