> For the complete documentation index, see [llms.txt](https://docs.rootcause.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.rootcause.ai/start-here/navigation.md).

# Setup Org and Workspace

Before you begin any analytical work in RootCause, you need to be in the right place. All of the [seven-step workflow](/start-here/workflow.md) — from connecting data through producing reports — happens inside a workspace. Understanding the container model will help you stay organised as your work grows.

## Organization

Your top-level account. Contains workspaces, users, and billing settings. Most companies have one organization with multiple workspaces for different teams or projects.

<figure><img src="/files/z44hwK5ITsGiSdKpQEFD" alt="Organization home showing a grid of workspaces"><figcaption><p>The Organization home. Each card is a workspace — a self-contained analytical project.</p></figcaption></figure>

## Workspace

A workspace is the collaboration boundary for a specific project or team. Each workspace has its own datasets, ontology, digital twins, simulations, and reports. Use workspaces to separate different analytical domains — marketing might have one workspace, operations another.

To create a workspace, click **+ Create Workspace** from the Organization home. Give it a name and optionally define objectives or KPIs to help RootCause tailor its suggestions.

<figure><img src="/files/dUIOtJTO1aW4YPJGS1HX" alt="Create New Space dialog with name field and objectives section"><figcaption><p>Creating a new workspace. The name and objectives help RootCause suggest relevant simulations as you work.</p></figcaption></figure>

When you open a new workspace it is empty. The setup wizard guides you through the first steps — or click **Skip for now** to navigate freely.

<figure><img src="/files/setk8BwevdVWMHa0kJuc" alt="Fresh empty workspace home showing the setup wizard prompt and the main navigation sidebar"><figcaption><p>A new workspace. The left sidebar shows the three main sections — Data, Digital Twin, and Reports — which map directly to the seven-step workflow.</p></figcaption></figure>

## Main sections

Within a workspace, three sections in the left sidebar correspond to the stages of the workflow:

| Section          | Purpose                                            | Workflow steps |
| ---------------- | -------------------------------------------------- | -------------- |
| **Data**         | Manage datasets, build ontology, create Data Views | Steps 1–3      |
| **Digital Twin** | Build causal graphs, train twins, run simulations  | Steps 4–6      |
| **Reports**      | Create and share analytical reports                | Step 7         |


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