Organizations & Workspaces

Organizations

An Organization is the top-level container in OutDo. It represents a company, team, or entity and provides complete data isolation from other organizations.

What an organization contains

• Workspaces — One or more isolated application environments
• Members — Users added to the organization, sharing the organization's tier
• Variables — Custom key-value pairs accessible across all workspaces (e.g., API keys, shared configuration)
• Included editors — Editing capacity of the organization's tier, with add-ons purchased via Stripe or allocated manually by OutDo staff from the platform console

Organization properties

Property	Description
Name	Display name shown throughout the platform (e.g., "Acme Corp")
Internal name	Auto-generated from the display name, used internally (e.g., "acme_corp")
Dono	Full access everywhere in the organization. Assigned automatically to whoever created it, but transferable to another member afterwards — see Permissions
Variables	Custom key-value pairs referenced as {{org.variableName}}

Managing organizations

The Organization page lists every organization you belong to as a single-column list of full-width rows (not a grid). Each row shows the organization name, workspace count, and member count.

Editing an organization requires the Administrador role or higher (Administrador, Dono) at organization level. Qualifying users get a Configurar action in the row's overflow menu (⋮), which opens the organization's management dialog with these tabs:

Tab	What it does
Geral	Read-only summary: member, workspace, and active-subuser counts, plus creation date and creator
Configurações	Organization display name and color
Variáveis	Add, edit, or delete organization variables ({{org.variableName}}); a variable can be marked as a secret, which masks its value except for platform superadmins
Subusers	Manage the organization's subusers
Utilizadores	List, add, or remove organization members
Caixas	The organization's email addresses, to read and copy; created and edited in the portal
Remetentes	Who may write to the mailboxes (domains and addresses); managed in the portal
Caixa de correio	Opens the organization's mailbox: Entrada (inbox), Saída (sent), Quarentena (quarantine) and Teste (test), with search, filters (mailbox, sender, reason or status, period) and the details of each message. Organization administrators only. Email bodies are not stored. In Entrada, Reprocessar runs the automations of an email received less than 30 days ago again; authorizing a sender happens in the portal
Workspaces	List the organization's workspaces and pick the one that opens by default
Uso de AI	AI credit balance and usage breakdown by mode and model

This dialog is not the workspace Admin panel. Assigning roles or configuring access profiles happens in the Admin panel → Permissões section instead, which requires the Administrador role or higher, the Editor role does not reach it. See Administration and Permissions for the full model.

First-time setup

If you don't belong to any organization yet, the Organization page shows a welcome screen instead of the list. Click Criar a minha organização (Create my organization) to open the OutDo portal — organizations are created there, since billing and entitlements are managed in the portal. Once you're added to an organization, it appears back on this page.

Members and billing

The tier (plan) is assigned to the organization as a whole — every member shares the same tier. The organization Dono (owner) changes it from the portal's Subscription page (billing is never managed inside OutDo itself). Five tiers are on sale: Free, Basic, Pro, Scale and Enterprise.

Prices, each tier's limits (editors, workspaces, kiosks, records per workspace, storage, AI credits) and add-ons are on the pricing page, which always reads the values in force. The portal's Subscription page shows your organization's.

Pricing is per organization, not per user, and annual billing costs 10 times the monthly price. The workspace count includes the organization's first workspace. Add-ons add editors and, on some tiers, workspaces: they are purchased through Stripe checkout, or allocated manually; switching to a tier without enough capacity for the current editor count opens checkout for the shortfall, and Enterprise prompts a contact-sales message instead.

Extra AI credits

Every plan includes AI credits each month. When they run short, the organization Owner buys extra credits on the portal's AI models page, Buy credits section, in packs paid once through Stripe checkout (prices exclude VAT; the invoice arrives by email). Extra credits do not expire, are used after the month's credits and stay when the plan changes. Any plan can buy, Free included: with extra credits AI chat works even on a plan without AI.

In the app, the balance is always visible at the foot of the assistant. When the credits run out, the assistant shows the notice and, for the Owner, a Comprar créditos (Buy credits) button that opens the portal (the iOS app does not show the button). Other members see who to ask. A refund removes that pack's credits if they have not been spent yet.

Workspaces

A Workspace is an isolated application environment within an organization. Each workspace has its own features, views, modules, workflows, and permissions.

When to use multiple workspaces

• Separate departments — Sales workspace, HR workspace, Operations workspace
• Separate environments — Production workspace, Staging workspace
• Separate locations — Store A workspace, Store B workspace (using workspace variables for location-specific settings)
• Separate clients — Each client gets their own workspace within your organization

Workspace properties

Property	Description
Name	Display name (e.g., "Sales Operations")
Internal name	Auto-generated from display name
Default module	The module that opens first when entering the workspace (optional)
Module order	Custom ordering of modules in the navigation rail
Variables	Workspace-specific key-value pairs referenced as {{ws.variableName}}

Creating and editing workspaces

To create a workspace, click the + card on the Workspace page, Adicionar workspace (Add workspace) in the Workspaces section of the organization's Definições (Settings), or, in an organization with no workspaces yet, one of the entries on the empty page (Começar do zero (Start from scratch), one of the modules or Ver todos os modelos (See all templates)). Creating is open to the Editor role or higher at organization level. At the plan's workspace limit the button stays, and the click explains that the organization already has the workspaces its plan allows.

This opens the Novo workspace (New workspace) wizard, one step at a time:

1. Origem (Origin): Em branco (Blank, an empty workspace to design from scratch), Módulo ou modelo (Module or template, ready-made modules or a template) or Com IA (With AI, you describe your business and the AI suggests a template). Blank needs a plan that includes authoring structure, the same as design mode; With AI needs a plan with AI; without a connection only Blank is available.
2. Identidade (Identity): the name, color and icon, with a preview of the card on the desk.
3. Módulo ou modelo (Module or template): one or more modules, or a template (with the variables it asks for), with sample data and the module that opens first. With AI, the Descrição (Description) step comes first: you write two lines about the business, click Propor (Suggest) and review the suggested template here.
4. Avançado (Advanced, optional): workspace variables and instructions for the AI. Everything can be changed later in the workspace Settings.

Nothing is saved until Criar workspace (Create workspace). Closing the wizard halfway keeps your choices: reopening it in the same session resumes at the first unfinished step. With modules or a template, a build screen shows what is being set up and at the end you enter the new workspace; a blank one opens right away.

To edit a workspace, open its overflow menu (⋮), this requires the Administrador role:

• Configurar opens the edit dialog: the Geral tab holds the name and default module, the Variáveis tab holds workspace-specific variables.
• Design opens the workspace's Admin panel. Entering design mode requires two things at once: the right workspace role (the panel requires Administrador or higher, see Administration) and a plan that includes authoring structure (Basic or above, or a live Pro trial). The entry always stays visible and the click is what explains: when the plan is what refuses, it opens the O modo design faz parte do Pro (Design mode is part of Pro) notice.

First-time setup

An organization's first workspace is born in the portal wizard, not in the app. In the O que quer gerir primeiro? (What do you want to run first?) step you choose the modules that come inside it; you can add others later. The server creates the organization, the core and the chosen modules (about 4 seconds). Automations and the API require Pro or the trial; on Free they stay saved, waiting for a plan.

When you land in the app, you see an arrival screen and the new workspace opens by itself. From there on, the regular list takes over, and creating more workspaces works as described above.

The Pro trial

The organization starts on a 14-day Pro trial with 300 AI credits, and full Pro is on for the length of the trial: design mode, automations, API and AI chat. You don't have to ask for anything and no new workspace is created; the plan's workspace limit doesn't change. A trial is granted once per organization: it never restarts.

While the trial runs, the plan shows as Trial Pro and a banner at the top counts the days left: Trial Pro: faltam N dias. (Pro trial: N days left). On the last day it reads Trial Pro: termina hoje. (ends today).

When the trial ends nothing turns read-only: your data and everything you built remain fully readable and writable, and an amber banner explains that design mode, automations, the API and AI chat wait for a plan. Automations and API keys are not deleted, they simply stop running until a plan includes them. Upgrading gives back instantly what that plan includes: Basic opens design mode, Pro also unlocks automations and the API.

Free-plan limits: one Free organization per user; the others (workspaces, records per workspace, kiosks, storage) are on the pricing page. Where a limit is hit, OutDo shows a Fazer upgrade (Upgrade) prompt.

Blocked workspaces

When an organization has more workspaces than its plan allows, only the most recently created ones (up to the plan limit) stay usable: the rest are frozen and refuse writes. The workspace included in the plan (the former Essencial, in organizations that have one) is never frozen, on any plan and whatever its age; only additional workspaces can be blocked. A blocked card carries a Bloqueado (Blocked) badge, with a tooltip explaining that the workspace exceeds the plan limit, and opening it shows a banner: changes made there will not be saved. From there you can Fazer upgrade (Upgrade) to unblock every workspace at once, or delete a workspace you no longer use, which brings the next oldest one back in its place. Freezing never deletes data; it only holds writes until the count is within the plan limit again.

Workspace variables

Variables are key-value pairs that make your workspace configuration dynamic. They are referenced using the syntax {{ws.variableName}}, for example in view filters.

Example use cases:

• storeId: "store-001" — Identify which store this workspace represents
• region: "EU" — Set regional configuration
• apiEndpoint: "https://api.example.com/v2" — Workspace-specific API endpoint

Combined with organization variables ({{org.variableName}}), this allows the same configuration to behave differently per workspace and organization.

AI sources and instructions

The AI assistant and the automation agents follow instructions and read documents from the organization:

• Organization instructions: the tone, rules and vocabulary that apply in every workspace. They are edited in the portal, on the AI sources page, by the organization's Owner and admins, up to 4000 characters.
• Workspace instructions: added to the organization's and win when they conflict. They are edited in the app, under Settings, in the workspace's AI instructions section, by whoever administers the workspace, up to 4000 characters.
• Sources: files (PDF, image, text, Markdown, CSV or JSON, up to 10 MB each) and pasted text notes, managed on the portal's AI sources page. Each source is read in full, with no excerpt search. Sources marked In chat go into every assistant conversation; in an automation's Agente (Autónomo) step, they are picked under Fontes da organização (Organization sources).

Each AI call takes at most 8 documents and 20 MB of reference material: first the step's reference corpus, then the organization's sources, in the order picked. Whatever does not fit is left out and shows as a warning on the automation run. Every member of the organization uses the sources through AI; only the Owner and the admins change them.

Workspace navigation

When you click a workspace card:

1. OutDo checks for a default module. If set and valid, it navigates directly to that module.
2. If no default, it falls back to whatever module happens to be first in the loaded list — this is not guaranteed to match the Module order you configured in the admin panel.
3. Within the module, it checks for a default rail and navigates to it.
4. The view configured in that rail loads in the main content area.

Workspaces with no modules carry a Sem módulos (No modules) badge on their card and show a warning if you click them — they aren't visually dimmed.

Kiosk mode

Users flagged as kiosk accounts skip the organization and workspace selection entirely — kiosk is a flag on the user account, not a workspace role (see Permissions). Their account is pre-configured with a specific organization, workspace, module, and rail. On login, they are redirected automatically to their designated view — ideal for self-service terminals, point-of-sale stations, or dedicated workstations.