Multi-user/organizational accounts docs

style.css

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+.yes-label {
+    background-color: green;
+    color: white;
+    padding: 4px 8px;
+    border-radius: 4px;
+    display: inline-block;
+}
+
+.no-label {
+    background-color: red;
+    color: white;
+    padding: 4px 8px;
+    border-radius: 4px;
+    display: inline-block;
+}

ui/account/api-key-url.mdx

@@ -59,11 +59,11 @@ However, you might want the option to re-enable it after you solve your issues o
 
 ## Permanently delete an existing API key
 
-<Caution>
+<Warning>
     Deleting an existing API key is a permanent operation. Deleted API keys cannot be recovered.
 
     You cannot use a deleted API key to call the Unstructured APIs.
-</Caution>
+</Warning>
 
 You might want to permanently delete an existing API key that you know is causing issues or is compromised.
 

ui/account/organizations.mdx

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+---
+title: Organizational accounts
+---
+
+An _organizational account_ is an Unstructured account that allows multiple users to access Unstructured resources and share billing. 
+An organizational account contains a collection of Unstructured [workspaces](/ui/account/workspaces) that can share resources 
+with subsets of users within the account. An organizational account manages access its organization and the organization's workspaces by inviting Unstructured 
+_personal account_ users. Any usage that occurs in an organizational account by any of its invited users is applied to the shared billing for that 
+organizational account.
+
+A _workspace_ is a collection of Unstructured resources (such as connectors, workflows, jobs, and API keys) within an organization. 
+This is different from a _personal workspace_, which is a collection of resources within an Unstructured personal account. An organizational account 
+can have multiple workspaces.
+
+## Organizational account architecture
+
+Each organizational account operates independently of all other organizational accounts. 
+
+Each organizational account can have multiple workspaces. Each workspace operates independently of all other workspaces.
+
+```mermaid
+graph LR
+    Org1[Organization 1]
+    Org2[Organization 2]
+    Org3[Organization 3]
+    WS1A[Workspace 1A]
+    WS2A[Workspace 2A]
+    WS2B[Workspace 2B]
+    WS3A[Workspace 3A]
+    WS3B[Workspace 3B]
+    WS3C[Workspace 3C]
+
+    Org1 --> WS1A
+
+    Org2 --> WS2A
+    Org2 --> WS2B
+
+    Org3 --> WS3A
+    Org3 --> WS3B
+    Org3 --> WS3C
+```
+
+Each organizational account can have multiple users. Users can have access to multiple organizational accounts.
+
+```mermaid
+graph LR
+    User1[User 1]
+    User2[User 2]
+    User3[User 3]
+    Org1[Organization 1]
+    Org2[Organization 2]
+    Org3[Organization 3]
+
+    User1 -.-> Org1
+    User2 -.-> Org1
+    User2 -.-> Org2
+    User3 -.-> Org1
+    User3 -.-> Org2
+    User3 -.-> Org3
+```
+
+Each user also has a _personal account_, which operates independently of all other organizational accounts and personal accounts. Each personal account has a 
+_personal workspace_, which operates independently of all other workspaces. Each user can add a seprate billing method to their personal account that 
+will be applied only to usage in their personal account.
+
+```mermaid
+graph LR
+    User1[User 1]
+    User2[User 2]
+    User3[User 3]
+    PA1[Personal Account for User 1]
+    PA2[Personal Account for User 2]
+    PA3[Personal Account for User 3]
+    Org1[Organization 1]
+    Org2[Organization 2]
+    Org3[Organization 3]
+
+    User1 --> PA1
+    User2 --> PA2
+    User3 --> PA3
+    User1 -.-> Org1
+    User2 -.-> Org1
+    User2 -.-> Org2
+    User3 -.-> Org1
+    User3 -.-> Org2
+    User3 -.-> Org3
+```
+
+Within an organizational account, an invited user (also known as a _member_) can have access to multiple workspaces within that organizational account.
+
+```mermaid
+graph LR
+    User1[User 1]
+    User2_Org1[User 2]
+    User2_Org2[User 2]
+    User3_Org1[User 3] 
+    User3_Org2[User 3]
+    User3_Org3[User 3]
+
+    Org1[Organization 1]
+    Org2[Organization 2]
+    Org3[Organization 3]
+
+    WS1A[Workspace 1A]
+    WS2A[Workspace 2A]
+    WS2B[Workspace 2B]
+    WS3A[Workspace 3A]
+    WS3B[Workspace 3B]
+    WS3C[Workspace 3C]
+
+    Org1 --> WS1A
+    Org1 -.-> User1
+    Org1 -.-> User2_Org1
+    Org1 -.-> User3_Org1
+    User1 -.-> WS1A
+    User2_Org1 -.-> WS1A
+    User3_Org1 -.-> WS1A
+
+    Org2 --> WS2A
+    Org2 --> WS2B
+    Org2 -.-> User2_Org2
+    Org2 -.-> User3_Org2
+    User2_Org2 -.-> WS2A
+    User2_Org2 -.-> WS2B
+    User3_Org2 -.-> WS2B
+
+    Org3 --> WS3A
+    Org3 --> WS3B
+    Org3 --> WS3C
+    Org3 -.-> User3_Org3
+    User3_Org3 -.-> WS3A
+    User3_Org3 -.-> WS3B
+    User3_Org3 -.-> WS3C
+```
+
+Each user must be explicitly added to the organizational accounts—and workspaces within those organizational accounts—that they are allowed to access.
+
+## Create an organizational account
+
+Only authorized Unstructured representatives can create organizational accounts. To request an organizational account to be created, contact your Unstructured 
+sales representative, email Unstructured Sales at [sales@unstructured.io](mailto:sales@unstructured.io), or complete the online 
+[Unstructured contact form](https://unstructured.io/contact).
+
+## Access an organizational account
+
+1. Depending on the location of the organizational account that you want to access, sign in to [https://platform.unstructured.io](https://platform.unstructured.io), 
+   or sign in by using the URL for your organization's [self-hosted deployment of Unstructured](/self-hosted/overview).
+2. In the top navigation bar, in the organizational account selector, select the name of the organizational account that you want to access.
+
+   If the organizational account selector is not shown, or if the selector does not show the organizational account you want to access, then 
+   your user has not been added to that organizational account. To be added to the organizational account, contact one of the organizational account's administrators.
+
+## Add a member to an organizational account
+
+<Info>
+    Your user must have the **Super Admin** [role](/ui/account/roles) in the organizational account to add members to that organizational account.
+</Info>
+
+To add a user to an organizational account as a member:
+
+1. Depending on the location of the organizational account that you want to access, sign in to [https://platform.unstructured.io](https://platform.unstructured.io), 
+   or sign in by using the URL for your organization's self-hosted deployment of Unstructured.
+2. In the top navigation bar, in the organizational account selector, select the name of the organizational account that you want to add the member to.
+3. In the sidebar, above your user icon, click the **Settings** (gear) icon.
+4. Click **Manage Account**.
+5. In the top navigation bar, click **Members**.
+6. Click **New Member**.
+7. In the **Add New Member** dialog, enter the email address for the organizational account's new member.
+8. In the role selector, select the new member's [role](/ui/account/roles) for this organizational account.
+9. Click **Continue**. 
+
+## Change an organizational account role for a member
+
+<Info>
+    Your user must have the **Super Admin** role in the organizational account to change its members' organizational account roles.
+</Info>
+
+1. Depending on the location of the organizational account that you want to access, sign in to [https://platform.unstructured.io](https://platform.unstructured.io), 
+   or sign in by using the URL for your organization's self-hosted deployment of Unstructured.
+2. In the top navigation bar, in the organizational account selector, select the name of the organizational account that contains the member you want to change roles for.
+3. In the sidebar, above your user icon, click the **Settings** (gear) icon.
+4. Click **Manage Account**.
+5. In the top navigation bar, click **Members**.
+6. Click the member you want to change roles for.
+7. Next to **Role** click the **Edit** (pencil) icon.
+8. Select the new role.
+9. Click the **Accept** (check mark) icon.
+
+## Remove a member from an organizational account
+
+<Warning>
+    Removing a member from an organizational account also removes the member from all of the organizational account's workspaces. The member will no longer 
+    have access to the organizational account or any of its workspaces. The member will continue to be able to use their personal account and personal workspace.
+
+    Any connectors, workflows, jobs, or other resources that were created by the member within the organizational accounts's workspaces will not be removed.
+
+    The only way to reverse removing a member from an organizational account is to add the member back to the organizational account&mdash;and to each of the workspaces that the member might have previously
+    been a member of in that organizational account. 
+</Warning>
+
+<Info>
+    Your user must have the **Super Admin** [role](/ui/account/roles) in the organizational account to remove members from that organizational account.
+</Info>
+
+1. Depending on the location of the organizational account that you want to access, sign in to [https://platform.unstructured.io](https://platform.unstructured.io), 
+   or sign in by using the URL for your organization's self-hosted deployment of Unstructured.
+2. In the top navigation bar, in the organizational account selector, select the name of the organizational account that you want to remove the member from.
+3. In the sidebar, above your user icon, click the **Settings** (gear) icon.
+4. Click **Manage Account**.
+5. In the top navigation bar, click **Members**.
+6. In the list of members, click the member you want to remove.
+7. In the member's settings pane, click **Remove Member**.
+8. Confirm the removal by clicking **Continue**.
+
+## Permanently delete an organizational account
+
+<Warning>
+    Deleting an organizational account is a permanent action and is not recoverable. Once an organizational account is deleted, all workspaces associated with that 
+    organizational account are also deleted and are not recoverable.
+
+    The organizational account's members will no longer have access to the deleted organizational account or any of its workspaces. 
+    Each member will continue to be able to use their personal account and personal workspace.
+
+    Any code or scripts that reference connectors, workflows, jobs, or workflow API keys that are associated with workflows in the deleted 
+    organizational account will fail.
+</Warning>
+
+Only authorized Unstructured representatives can delete organizational accounts. To request an organizational account to be permanently deleted, contact your Unstructured 
+sales representative, email Unstructured Sales at [sales@unstructured.io](mailto:sales@unstructured.io), or complete the online 
+[Unstructured contact form](https://unstructured.io/contact).

ui/account/roles.mdx

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+---
+title: Role-based access control (RBAC)
+sidebarTitle: Roles
+---
+
+_Roles_ in Unstructured are part of the _role-based access control_ (RBAC) system that manages permissions for members of 
+organizational accounts and their workspaces. (Roles are not used in personal accounts.)
+
+Any member with the **Super Admin** role in an organizational account can manage the roles of that organizational account's members and the roles of the 
+members of the organizational account's workspaces. 
+
+Any member with the **Super Admin** role in an organizational account or the **Workspace Admin** role in a workspace within an 
+organizational account can mange the roles of that workspace's members.
+
+A **Super Admin** member assigns an organizational account member's initial role when they are [added to the organizational account](/ui/account/organizations#add-a-member-to-an-organizational-account). This member's 
+initial role can be [changed](/ui/account/organizations#change-an-organizational-account-role-for-a-member) later.
+
+A **Super Admin** or **Workspace Admin** member assigns a workspace member's initial role when they are [added to the workspace](/ui/account/workspaces#add-a-member-to-a-workspace). This 
+member's initial role can be [changed](/ui/account/workspaces#change-a-workspace-role-for-a-member) later.
+
+## Organizational account roles 
+
+Organizational account roles include:
+
+- Super Administrator
+- Account Member
+- Billing Administrator
+
+These roles include the following permissions:
+
+| Permission | Super Administrator | Account Member | Billing Administrator |
+|---|---|---|---|
+| Organizational account management | | | |
+| Can add members to the account | <span class="yes-label">Yes</span> | <span class="no-label">No</span> | <span class="no-label">No</span> |
+| Can remove members from the account | <span class="yes-label">Yes</span> | <span class="no-label">No</span> | <span class="no-label">No</span> |
+| Can view members of the account | <span class="yes-label">Yes</span> | <span class="no-label">No</span> | <span class="no-label">No</span> |
+| Can view an account member's details | <span class="yes-label">Yes</span> | <span class="no-label">No</span> | <span class="no-label">No</span> |
+| Can change an account member's role | <span class="yes-label">Yes</span> | <span class="no-label">No</span> | <span class="no-label">No</span> |
+| Billing | | | |
+| Can view usage and costs | <span class="yes-label">Yes</span> | <span class="no-label">No</span> | <span class="yes-label">Yes</span> |
+| Can edit payment information | <span class="yes-label">Yes</span> | <span class="no-label">No</span> | <span class="yes-label">Yes</span> |
+| Can add budget | <span class="yes-label">Yes</span> | <span class="no-label">No</span> | <span class="yes-label">Yes</span> |
+| Can distribute budget across workspaces | <span class="yes-label">Yes</span> | <span class="no-label">No</span> | <span class="yes-label">Yes</span> |
+| Workspaces | | | |
+| Can create workspaces | <span class="yes-label">Yes</span> | <span class="no-label">No</span> | <span class="no-label">No</span> |
+| Can add members to a workspace | <span class="yes-label">Yes</span> | <span class="no-label">No</span> | <span class="no-label">No</span> |
+| Can view members of a workspace | <span class="yes-label">Yes</span> | <span class="yes-label">Yes</span> | <span class="no-label">No</span> |
+| Can be added to a workspace | <span class="yes-label">Yes</span> | <span class="yes-label">Yes</span> | <span class="yes-label">Yes</span> |
+| Can take actions in a workspace (based on their workspace role) | <span class="yes-label">Yes</span> | <span class="yes-label">Yes</span> | <span class="no-label">No</span> |
+
+## Workspace roles
+
+Workspace roles include:
+
+- Viewer
+- Developer
+- Operator
+- Workspace administrators
+
+These roles include the following permissions:
+
+| Resource | Action | Viewer | Developer | Operator | Workspace Administrator |
+|---|---|---|---|---|---|
+| Workflows | Read | <span class="yes-label">Yes</span> | <span class="yes-label">Yes</span> | <span class="yes-label">Yes</span> | <span class="yes-label">Yes</span> |
+| | Create | <span class="no-label">No</span> | <span class="yes-label">Yes</span> | <span class="no-label">No</span> | <span class="yes-label">Yes</span> |
+| | Edit | <span class="no-label">No</span> | <span class="yes-label">Yes</span> | <span class="no-label">No</span> | <span class="yes-label">Yes</span> |
+| | Delete | <span class="no-label">No</span> | <span class="yes-label">Yes</span> | <span class="no-label">No</span> | <span class="yes-label">Yes</span> | 
+| | Run | <span class="no-label">No</span> | <span class="yes-label">Yes</span> | <span class="yes-label">Yes</span> | <span class="yes-label">Yes</span> | 
+| | Schedule | <span class="no-label">No</span> | <span class="yes-label">Yes</span> | <span class="yes-label">Yes</span> | <span class="yes-label">Yes</span> | 
+| Connectors | Read | <span class="yes-label">Yes</span> | <span class="yes-label">Yes</span> | <span class="yes-label">Yes</span> | <span class="yes-label">Yes</span> |
+| | Create | <span class="no-label">No</span> | <span class="yes-label">Yes</span> | <span class="no-label">No</span> | <span class="yes-label">Yes</span> |
+| | Edit | <span class="no-label">No</span> | <span class="yes-label">Yes</span> | <span class="no-label">No</span> | <span class="yes-label">Yes</span> |
+| | Delete | <span class="no-label">No</span> | <span class="yes-label">Yes</span> | <span class="no-label">No</span> | <span class="yes-label">Yes</span> |
+| Workspace members | Add members to the workspace | <span class="no-label">No</span> | <span class="no-label">No</span> | <span class="no-label">No</span> | <span class="yes-label">Yes</span> |
+| | View the workspace's members | <span class="yes-label">Yes</span> | <span class="yes-label">Yes</span> | <span class="yes-label">Yes</span> | <span class="yes-label">Yes</span> |
+| | Remove members from the workspace | <span class="no-label">No</span> | <span class="no-label">No</span> | <span class="no-label">No</span> | <span class="yes-label">Yes</span> |
+| | Change the workspace members' roles | <span class="no-label">No</span> | <span class="no-label">No</span> | <span class="no-label">No</span> | <span class="yes-label">Yes</span> |
+| Budget limits | Add budget | <span class="no-label">No</span> | <span class="no-label">No</span> | <span class="no-label">No</span> | <span class="yes-label">Yes</span> |
+| | Edit budget | <span class="no-label">No</span> | <span class="no-label">No</span> | <span class="no-label">No</span> | <span class="yes-label">Yes</span> |
+| | View budget | <span class="yes-label">Yes</span> | <span class="yes-label">Yes</span> | <span class="yes-label">Yes</span> | <span class="yes-label">Yes</span> |
+
+Super Administrators in an organizational account have complete access to all of the organizational account's workspaces, regardless of whether they 
+are a member of those workspaces.