Understanding Navigator's Hierarchy

Navigator uses a clear organizational hierarchy to help you structure your work and control access. Think of it like a filing system for your AI-powered workspace.

The Four Levels

1. Organization

Your top-level workspace

An organization represents your company or primary workspace. It's where:

• Billing is managed
• Company-wide settings are configured
• Users are invited and managed
• Global integrations are set up

Key features:

• Single sign-on (SSO) authentication
• Multi-organization support (users can belong to multiple orgs)
• Admin and member roles
• Centralized billing

2. Teams

Groups within your organization

Teams help you organize people and work. Each team can have:

• Multiple members with different roles
• Shared projects and resources
• Team-specific settings

Types of teams:

• Personal teams: Automatically created for each user
• Shared teams: Created for departments, projects, or any grouping

Example teams:

• Engineering Team
• Marketing Team
• Executive Team
• Client Project Teams

3. Projects

Specific work areas within teams

Projects organize related chats and resources. They:

• Group related AI conversations
• Connect specific data sources
• Control access at a granular level
• Can be personal or shared

Use cases:

• Q4 Marketing Campaign
• Product Launch Analysis
• Customer Research
• Personal Notes

4. Chats

Individual AI conversations

Chats are where the magic happens. Each chat:

• Contains a full conversation history
• Can access connected data sources
• Supports file uploads and attachments
• Can be private or shared with collaborators

Permission Inheritance

Permissions flow down the hierarchy:

Organization Admin
    ↓ Can manage everything
Team Admin
    ↓ Can manage team and below
Project Member
    ↓ Can access project chats
Chat Collaborator
    → Can access specific chat

Best Practices

Organizing Your Workspace

1. Use teams for departments or long-term groups

   • Create teams that mirror your organization structure
   • Keep personal work in your personal team

2. Create projects for specific initiatives

   • Time-bound projects (Q1 Planning)
   • Ongoing areas (Customer Support)
   • Topic-specific work (Competitive Analysis)

3. Keep chats focused

   • One topic per chat
   • Use descriptive titles
   • Archive completed chats

Access Control

• Organization level: Who can join your workspace
• Team level: Who can see and create projects
• Project level: Who can access chats and data
• Chat level: Individual collaboration permissions

Examples in Action

Marketing Department Setup

Navigator Organization
└── Marketing Team
    ├── Content Strategy Project
    │   ├── Blog Planning Chat
    │   ├── SEO Research Chat
    │   └── Competitor Analysis Chat
    └── Campaign Management Project
        ├── Q4 Campaign Chat
        └── Email Marketing Chat

Personal Workspace

Navigator Organization
└── John's Personal Team
    ├── Learning Project
    │   ├── AI Concepts Chat
    │   └── Python Notes Chat
    └── Side Projects
        ├── App Ideas Chat
        └── Investment Research Chat

Next Steps

Now that you understand the hierarchy:

• Learn about Organizations
• Explore Team Management
• Set up Your First Project
• Start Chatting with AI