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 — from connecting data through producing reports — happens inside a workspace. Understanding the container model will help you stay organized 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.

The Organization home. Each card is a workspace — a self-contained analytical project.

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 the New workspace card on the Organization home. Give it a descriptive name — the name helps RootCause improve its analysis recommendations.

Creating a new workspace. A descriptive name helps RootCause suggest relevant analysis as you work.

Opening a workspace lands on Sources — the de-facto workspace home (the workspace root URL redirects there). A new workspace starts empty, and the guided journey card walks you through the first steps — or click Don't guide me in this workspace to navigate freely.

A new workspace opens on Sources. The top navigation bar carries the six main sections, which map directly to the seven-step workflow.

Main sections

Within a workspace, six sections in the top navigation bar correspond to the stages of the workflow:

Section	Purpose	Workflow steps
Sources	Import raw data — click Import data to upload files or set up connectors	Step 1
Ontology	Review and refine the semantic map built from your sources	Step 2
Datasets	Data views derived from your workspace sources — build the 360 Table here	Step 3
Digital Twins	Build causal graphs, train twins, run simulations	Steps 4–6
Reports	Create and share analytical reports	Step 7
Applications	Publish and run apps built on your workspace	—

The Applications section sits outside the seven-step workflow: it is where finished analytical work gets operationalized. You can publish applications built on your workspace's data and Digital Twins, and workspace members can run them without touching the underlying models.